Home » Money & Legal » Tax Tips for Caregivers » Questions » Is assisted living considered a medical tax…
Print
Email
Rosanne Roge, Dec 9, 2011
Rosanne Rogé joined R.W. Rogé & Company, Inc. in January 1995. She is a graduate of C.W. Post - Long Island University. Ms. Rogé is certified by The Certified Financial Planners Board of Standards to use the professional certifications CFP and Certified Financial Planner. She is also a Certified Senior Advisor (CSA).
In the case of assisted living, you are paying for care, but remember you are also paying for room and board. The room and board portion of the care do not count towards the medical expenses. However, the entire amount would be if the individual is classified as "chronically ill". This means that a licensed healthcare professional has certified that the individual is unable to perform at least two of the activities of daily living ( eating, toileting, transferrring, bathing, dressing and continence) without substantial assistance for at least 90 days.
If you are paying for the individual to be in an assisted living facility for the above reasons (inability to perform two of the ADLs), and are related to the patient, you may take the deduction from your return.
(0)
Report this Post
KeepontryintM
Give a Hug
Apr 4, 2012
We get a letter from the facility. They calculated the portion that was medical and the portion that was room and board. We deduct that on the advice of our accountant.
Helpful Answer (2)
dawng8500
Apr 5, 2012
To theresam Give a Hug, if there is no legal reason NOT to hire the sitter, the answer is to hire the sitter. Your mother's well being is more important than the owner's feelings. I would think the owner would welcome the additional help; the available staff would be able to allocate their time amongst the other patients.
Helpful Answer (1)
AgingOptions
Great, simple advice. Thank you!
Helpful Answer (0)
theresam
I have my mother on a waiting list for an alzheimer's facility. In the mean time she is in an assisted living facility and her home health care Physical Therapist has recommended a sitter while we are on a waiting list for the alzheimer's facility. The owner of the assisted living does not seem happy with the sitter arrangement although they are short staffed and the sitter group has a very good name. How should I handle this?
Please stay on topic or ask a new question.
Have a question? Just need to vent? Find answers and support from the real experts - other caregivers!
are there other people who are no longer caregivers, but still come to the forum? Answered 16 mins ago by cattails
Why is dad telling everyone I lied about having cancer? He should be happy they got it in surgery! Answered 26 mins ago by cattails
Should I pay off my grandma's house? Answered 50 mins ago by bilmo2012
Grossed Out? Need to Vent? Just caught Mom using my toothbrush to comb her hair! Comment 2 hrs ago by cuz49341
Early-Onset Alzheimer's: When a Caregiver Needs Care Comment 3 hrs ago by Chimonger
More From The Community »
Sign up for our newsletter and receive practical tips and support for caregivers
Like AgingCare.com on Facebook
To use this feature, you must be a member.
Just what a caregiver needs to make life a little easier. Join AgingCare.com for FREE!
Access the Caregiver Forum
Answers and support from caregivers and elder care experts.
Receive Helpful Caregiving Information
Articles on providing care, senior health, financial and legal matters, and more.
Create Your Personal Account
Customize your experience to see what is important to you and your unique caregiving situation.
Already a Member?
Login to your account
Screen name or email address:
Password: