topic How to claim husband who is in Memory Care in Get your taxes done using TurboTax

How to claim husband who is in Memory Care

Asparagus1 — Tue, 24 Feb 2026 07:34:34 GMT

Hi, My husband has dementia and was admitted into a Memory Care facility on June 6. I have been advised that I still include him as a member of my household when I file my income taxes. Is there a special form to fill out? Most of his income goes to the memory care facility to pay for his care. I receive a small part of his social security to help pay for my bills. So how do I count his income?

Re: How to claim husband who is in Memory Care

xmasbaby0 — Wed, 25 Oct 2023 19:38:11 GMT

So sorry.

Is your spouse's care being covered by Medicaid? We need some details as to how the memory care facility is being paid, and what other income you have as a couple.

You can still file a joint return with your spouse. You can never claim a spouse as a dependent. Enter all of your combined income on the 2023 tax return when you prepare it. If he gets Social Security they will send him a SSA1099 in January that you enter on the tax return.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

If you are itemizing deductions (like mortgage interest, property tax, etc.) then enter the memory care that you pay out of pocket as a medical expense. You do not enter any amount that is being paid by insurance or Medicare, Medicaid, etc.

Re: How to claim husband who is in Memory Care

MarianneK — Wed, 25 Oct 2023 19:38:27 GMT

Hello Asparagus1

Thank you for your question.

Assuming you are still married, you would file a joint return, MFJ. That would include all income from both of you. I would also suggest you fill out the Schedule A for itemized deductions, the medical section. Without knowing your whole tax situation, you may have enough medical expenses to itemize deductions and save on your taxes.

You will still fill out the regular 1040 Federal Tax return. There are no other specific forms to fill out.

Re: How to claim husband who is in Memory Care

beransom — Thu, 30 Jan 2025 20:30:26 GMT

I am POA for both parents and do their taxes for them (TurboTax). Dad is fine and has a state ID and can sign. Mom is in memory care and cannot sign. When filing it requires IDs for both. Her ID expired and requires us to take her to a photo center to get a new one. That is not an option. How do I handle the fact she will not have a current ID to use?

Re: How to claim husband who is in Memory Care

Vanessa A — Thu, 30 Jan 2025 20:34:22 GMT

You can simply select I do not have an ID or skip this step. It is not a requirement for filing taxes, it just helps to verify who you are. You can still file without an ID.