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davemarsh88
Level 2
Nov 16, 2022 6:20 PM UTC
Question

Tax-altering life changes

My wife entered long-term care in January 2022. We made the nursing home the rep payee for the small annuity she received as a retirement benefit. However, her social security payment still gets deposited directly into our checking account. I then turn around the send all but the $75 I'm allowed to hold back for her personal needs to the nursing home to pay for our share of her care expenses. How do I declare this change on our joint 2022 tax return?

    4 replies

    Level 15
    Bsch4477Level 15
    Level 15
    Nov 16, 2022 6:26 PM UTC

    Assuming that you file jointly the amounts paid to the nursing home are a medical deduction if you itemize. Only an amount of total medical expenses greater than 7.5 percent of your AGI is deductible. 

    davemarsh88Author
    Level 2
    Nov 16, 2022 6:28 PM UTC

    So I still have to declare all of her social security as income?

    Level 15
    Bsch4477Level 15
    Level 15
    Nov 16, 2022 6:41 PM UTC

    I assume you file jointly. Include her social security along with yours on your joint return. 

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