turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Assisted living

My mother-in-law is deducting assisted living expenses because she is chronically ill and requires extensive help.  In Pub 502 it says you have a professional analysis completed to meet the criteria each year.  Is the facilities health care plan adequate enough to document this and do I have to include this document with her tax return?

 

Thanks in advance,

 

Jim

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
ToddL99
Expert Alumni

Assisted living

Your mother-in-law's assisted living costs are deductible. I do not see a requirement for an annual evaluation (of patient or facility) in Publication 502. (see "similar institution", below)

 

From Publication 502:

 

"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."

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies