My MIL decided to retire 2 yrs ago and quit her job, but hasn't been able to file for Social Security due to needing documents she does not have. She had to apply for a from from immigration, that was 28 months ago. She has been living off retirement savings for that entire time and today told me that she wasnt going to file her taxes this year because there is no need to. I told her that didnt sound right and she told me she has them taking taxes out when she gets her monthly distribution and they sent her a letter telling her she didnt need to file taxes this year. I am not sure they would even send her a letter like that. I suspect she is lying to shut down the conversation.
It depends upon what her income level is, not whether taxes are being withheld.
The last thing you want to rely on is the multiple opinions of a Forum of caregivers from around the world.
This is a simple call to a CPA regarding your mom's yearly income. You will be told whether or not you should file. In my book, if it's a question, then do it. Not something you can afford to be wrong about.
You need to get Mom to a Social Security Office. If she has worked in the US for 40 qtrs she is entiltled to the SS she paid in and now Medicare. There is a timeline to file for Medicare A and B and she should have both. B has a premium that will be taken out of her SS payment.
Mom may be entitled to Medicaid health which includes, in my State, prescriptions, dental and vision. My Mom was on PADD which was State program for prescriptions.
If she is 65 she needs to sign up for Medicare now. If she doesn't there could be a big penalty later. Your and your husband's income has nothing to do with her being able to get Medicare or Medicaid. You also need to find out why immigration is taking so long. My MIL was from England and lived here almost 70 years. She hadvan English passport and a green card and she had no problem getting SS or Medicare here.
My DH and I are retired. He has funds withheld from his retirement income each month too, and yes, we file our taxes yearly.
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