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jbeth
Level 2

Assisted Living facility payments

Where do we report payments made to an assisted living facility for my mother in law?  She was diagnosed with dementia several years ago and requires assistance with her medications, bathing supervision etc etc.  Last year we reported it under medical expenses (medical facility fees).  But I am not sure if this is the proper place to do it.  Do we have to split what is the medical portion and residential?  If so how do we report it in Turbo Tax? Dementia is considered a chronic illness.  We are providing over 50% of her support as she has no funds left.  We get a bill from the assisted living facility every month and at year end we get a statement outlining what the medical expenses were and the residential portion.  As I understand it we are elegible to claim the "residential" portion as well due to the fact she is chronically ill. 

 

Feedback welcomed and appreciated.     

1 Best answer

Accepted Solutions
AnnetteB6
Expert Alumni

Assisted Living facility payments

As long as your mother-in-law is listed as your dependent on your tax return, you would enter the expenses for the assisted living facility in the Medical Expenses section of your return.  As you go through that section, there is a place to enter medical facility fees.  You could use this section or simply enter your own description and amount at the end of the medical expense screens.  The section is broken up into categories for simplicity, but the total amount is used on your tax return.  

 

Because of her chronic illness, you are correct that you would include the medical and lodging expenses.  

 

If you are also receiving payments from a Long Term Care contract, those are reported in a different section of your return.  Since you did not mention it, I am assuming that this is not the case in your situation.  

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3 Replies
AnnetteB6
Expert Alumni

Assisted Living facility payments

As long as your mother-in-law is listed as your dependent on your tax return, you would enter the expenses for the assisted living facility in the Medical Expenses section of your return.  As you go through that section, there is a place to enter medical facility fees.  You could use this section or simply enter your own description and amount at the end of the medical expense screens.  The section is broken up into categories for simplicity, but the total amount is used on your tax return.  

 

Because of her chronic illness, you are correct that you would include the medical and lodging expenses.  

 

If you are also receiving payments from a Long Term Care contract, those are reported in a different section of your return.  Since you did not mention it, I am assuming that this is not the case in your situation.  

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Ruby2019
Level 1

Assisted Living facility payments

Do I need some documentation from her doctor?  My Mom is currently in an assistant living facility on the locked memory care unit.  So the $50,000 can be used as a deduction under her medical expense

DaveF1006
Expert Alumni

Assisted Living facility payments

You do not need to include the documentation with your return but be sure to receive documentation in case if IRS asks you about it later.

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