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DARKDL Asked March 2013

Can I claim the amount I pay to the Assisted Living facility for mom to cover the balance on my taxes without claiming her as a dependent?

My mother is in an assisted living facility,her SS and a small pension helps cover her expenses but not enough. I have been paying the remainder of the cost. Can I claim my payment amount to the facility to cover the balance on my taxes without claiming her as a dependent? She reached the $3700 limit this year becauae she received monies from a remaining IRA and a small amount from my deceased fathers' pension.The IRA is gone and pension amount is only $187, That plus SS is all. I understand SS may or may not be taxable.Can the portion I pay to keep her there be claimed on my taxes. Help someone please! I can't afford to stop working, my wife is disable.

EXPERT Ralph Robbins Mar 2013
reindeermama is on the right track. If you are paying more than 50% of her support costs you may claim her as a dependent and deduct the costs as per the rules and regs. However in your question you asked if you could deduct expenses WITHOUT claiming her as a dependent. The answer is no.

reindeermama Mar 2013
I don't know for sure. We asked our accountant this and she said no, but that was
for us. She said that we had to provide at least 50% of her support. You might could take it as medical expenses on your taxes, but then again there is only a percentage you can take. Ask whoever does your taxes, they can look it up.

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merrylou1 Mar 2013
Was your father or her last husband a veteran? She may be eligible for VA benefits if her last husband was a veteran who was honorably discharged and she has less than $85K in assets. Her AL facility should have a VA contact who can advise you.

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