@bellasmygirl9
Your dad should have a SSA1099 from Social Security and a 1099R from the pension. Those tax documents can be entered on a tax return. You will also want a statement from the nursing home showing how much he has paid the home out of pocket in 2022.
It is very hard to use medical expenses as a deduction but in his case--maybe. Medical expenses are itemized deductions. Only the amount above 7.5% of his adjusted gross income "counts" as a deduction, and then he has to meet the threshold of that deduction exceeding his standard deduction. If he meets those thresholds, and had tax withheld from his SS or his pension, he might be able to get an income tax refund.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
HOW TO GET SSA-1099
If you cannot find your SSA1099,you can get one from your nearest Social Security office, or there is a way to go on the Social Security website and request one. Go to www.ssa.gov You have to create an account with a user name and password.
https://www.ssa.gov/myaccount/replacement-SSA-1099.html
https://www.ssa.gov/onlineservices/
https://www.ssa.gov/myaccount/
MEDICAL EXPENSES
The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2022—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.
To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses
2022 STANDARD DEDUCTION AMOUNTS
SINGLE $12,950 (65 or older + $1750)
MARRIED FILING SEPARATELY $12,950 (65 or older + $1750)
MARRIED FILING JOINTLY $25,900 (65 or older + $1400 per spouse)
HEAD OF HOUSEHOLD $19,400 (65 or older +$1750)
Legally Blind + $1750
And....by the way----did he file a 2020 or 2021 tax return? Did he receive the stimulus checks that were sent out in 2020 and/or 2021?
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
