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Retirement tax questions

The first one that comes to mind is ... taken directly from Help inside TurboTax ..

 

What type of backup is needed to claim a now disabled adult child on my taxes?
by jonathansgibson•Updated October 24, 2023
My son, 31 has suffered a sever TBI and physicals limitations is is disabled but has not been approved for SSI yet...how can I claim him still on my taxes as he lives with us and we provide his living expenses now and care for him.
Best Answer
by Opus 17
To claim your child as a dependent, he must be unable to perform gainful work, due to a condition that is permanent or will last at least one year. (The tax definition of disabled depends on the ability to do gainful work, that is, work for wages. Many people with medical disabilities are able to work and are not disabled for tax purposes.) He must also meet the income and support tests. It is possible, for example, that a child who became disabled in the middle of the year earned too much before their injury to be claimed a dependent this year, but they might be a dependent next year.
You are not required to submit proof of disability with your tax return, but keep records for at least 3 years in case of audit. In this case, proof could be a letter from his doctor, explaining the nature of the disability and that he is unable to work, and this is expected to last more than one year or be permanent. It would also be acceptable proof if the social security administration accepts his claim, but until then a doctor's letter should be enough.
Claiming a disabled adult as a dependent will get you a $500 credit for "other dependent." It will also allow you to claim the Child and Dependent Care Credit, if the person is unable to care for themselves, and you hire someone to care for them so you can work.

 

The other is medical expenses.

 

It has been since last years, and I cant remember for sure exact details, but I recall as much as ~$5000 for providing a home to the DISABLED person. Is this state only ? If so, what are the qualifications and how do I file for it in Turboax State?