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My mother moved in with us in August of 2007 due to health reasons, she recieves monthly social security of $1040.00 a month and retirement from the school system of &270.00 a month. She a few small bills and had accumulated some medical bills over the last year. She is now on Hospice and we are paying for a caregiver to be with her during the day in order for me to cont. working. I have also recently became her financial and medical POA. Can we claim her on our taxes, is the caregiver expense deductible for us?

Submitted: 367 days and 13 hours ago.
Category: Tax
Value: $15
Status: AWAITING CUSTOMER ACTION

Answer

Hello srwells,

 

In order to claim your mother as a dependent, she must not have more than $3,400 income in the year, however, that excludes social security income. So if her only other income is $270 a month from her school retirement, she satisfies that requirement. You also must provide more than one half of her total support. When figuring total support, social security would come in to consideration, even though it is not used in determining her income limits.

 

If your mother does qualify to be your dependent, then you may also take a deduction for the caregiver expense. If she does not qualify to be your dependent, you may still be able to claim a deduction for the caregiver expense, if the care is necessary in order to allow you to work.

 

If this was helpful please press the Accept button. Positive feedback is also appreciated.

 

Thank you.

 

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Expert: Merlo
Pos. Feedback: 99.8 %
Accepts: 
Answered: 11/20/2008

Accountant

25+ years tax consulting. Specializing in returns for US citizens living abroad

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