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Retirement tax questions
"He must assign that income to them."
Who is "them?" Please clarify. Is your uncle in a nursing home that is being paid for by Medicaid? Is his Social Security and pension (or whatever you mean by "private retirement income") now going directly to the nursing home, and is the difference between those being paid for by Medicaid?
Does he have a spouse with whom he would file a joint tax return? What is the amount of his SS? His pension? Or is the "private retirement income" coming from some other source?
Please provide some details.
**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.**
‎August 16, 2023
7:39 AM