I have Durable Power of Attorney for my father and he receives SSD benefits. Can I apply for taxes (1040A) on his behalf?

Asked by mariac194  |  May 16, 2010

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Jon P. Beyrer, Dec 9, 2011

Jon P. Beyrer, CFP, EA, is a personal financial adviser, specializing in comprehensive financial planning and investment portfolio management. He is a partner of Blankinship & Foster, LLC, a fee-only wealth advisory firm in Solana Beach, California. He holds a Master of Science Degree in Financial and Tax Planning.

 

You can file taxes for your father, and sign the returns for him under your power of attorney. You will need to attach the power of attorney to the tax return. If possible, you should use the IRS power of attorney form 2848, and the equivalent for your state taxes. This is a POA specifically for tax filing. You can attach a general POA instead, but you run the risk of the IRS and/or state not accepting it.

 
 

golfqueen1111

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Jan 11, 2012

I have to pay $4,250 a month for 24/7 care for my Mom. Her and I share a bank account. Can I claim any of the home care for Mom on my income tax as I am contributing 1/2 of her care? I am also freaking out as we are going thru all the money she has in the bank for this care

 
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