Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
bobandmaryblakes
New Member

I received a 1099R for my wife but all funds were directed to long-term care facility. My wife died February 2019. Do I need to put this on my tax return?

 
1 Reply
JohnW15
Intuit Alumni

I received a 1099R for my wife but all funds were directed to long-term care facility. My wife died February 2019. Do I need to put this on my tax return?

First, please accept our condolences on your wife's passing.

Yes, you would still need to include the income from this 1099R on your joint tax return.

But bear in mind that her long-term facility costs are probably deductible, if you itemize deductions. 

According to IRS Publication 502, relating to Nursing Homes,

You can include in medical expenses the cost of medical care in a nursing home, home for the aged, or similar institution, for yourself, your spouse, or your dependents. This includes the cost of meals and lodging in the home if a principal reason for being there is to get medical care. 

Don't include the cost of meals and lodging if the reason for being in the home is personal. You can, however, include in medical expenses the part of the cost that is for medical or nursing care.

Please see the TurboTax article Can I Claim Medical Expenses on My Taxes? for additional information on claiming a medical deduction.



Dynamic AdsDynamic Ads
Privacy Settings
v