Skip to main content
TurboTax
Community
TurboTax
TurboTax
D
davemarsh88
Level 2
November 16, 2022
Question

Tax-altering life changes

  • November 16, 2022
  • 1 reply
  • 6 views
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?

    1 reply

    B
    Level 15
    Bsch4477Level 15
    Level 15
    November 16, 2022

    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. 

    D
    davemarsh88Author
    Level 2
    November 16, 2022

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

    B
    Level 15
    Bsch4477Level 15
    Level 15
    November 16, 2022

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

    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Explore your options
    Terms & ConditionsAccessibility statement
    Sitemap
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2026 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    About Cookies Manage cookies

    TRUSTe nResult Certified e-File C-Level Security Certification
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Copyright © Intuit Canada ULC, 2026. All rights reserved.

    About Cookies Manage cookies

    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

    © 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

    À propos des témoins Gérer les témoins