Deductions & credits

Thanks for the responses. They have been helpful.

 

FWIW, I'm a trust but verify and re-verify type of person. This advice gives me a beginning place -- this is not the end.

 

There is a lot more details but to keep this short:

There is/was a POA.

No Medicaid considerations.

The residency requirements are covered.

 

Thanks again as my biggest concern was how to deal with the IRS -- hence turning to the TTax community.