Are you sure you want to exit? Your progress will be lost.
Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
It would seem that the government would allow a portion of Institutional self-pay premiums to be tax deductible. Does anyone know. She has a moderate income under $35K a year.
Yes, they are. My mother's is 100 percent tax deductible being in memory care and my dad's is 35.4 percent in assisted living. Your facility will give you that info when you need to file taxes.
In the case of my husband, it was because assisted living was ordered by his doctor. He suffered from chronic depression all his life and the doctor felt that assisted living would provide the socialization he needed. He was right and his rent and all expenses became tax deductible as part of his treatment.
Gemma. That is very interesting. I hope that is the case with other doctors willing to do this. I'm going to ask my accountant to check into this. Would be a great tax saving.
Just checked last year's tax return. The percentage is actually 38.5 for ALF. I also was able to submit all the pharmacy, dental and medical bills. Do not know the formula for that but at least there is some tax deduction. I cannot imagine it not being the same all over the country. We have submitted this the same way for five years and there was never a question.
You should check with an accountant, but typically, if your mom has been told by her doctor that she needs help with some of the "activities of daily living", some portion of her rent is deductible.
Medicial bills are allowed for deduction up to an amount I think about $700.00 or so-I have an accountant do mine so he knows I just include all of them in my worksheet also some insurance payments are allowed.
Medical should be deductible as per the formula that IRS has. I think that the formula is changing this next year. Check out the IRS website for more information.
The key qualifiers are MD ORDERED and MEDICAL CARE. So the room and board portion is not deductible, nor is companion care, housekeeping, cooking or activities, but PT and OT are if done with a doctor's order.
Noleslover is correct. Basically it depends on the reason for the assisted living. The irs website irs.gov has a section on the deductibility of medical expenses. If placement is for medical needs or safety (in the case of dementia), the costs, including meals and lodging, are considered medical expenses. Medical expenses are an itemized deduction to the extent that they exceed either 7.5% or 10% (depending on the taxpayer's age) of your adjusted gross income.
Oooh my. This is going to be fun doing my parents taxes come January. They have a caregiver come in, but the doctor never "ordered" it on a presciption pad. It was just so painfully obvious. So now I ahve to get a doctor "order?" Then there's the medical devices like assistive bars, Depends, what about blood pressure machine. Do I have have to have each of their many doc offices write out a formal RX or does a page or two from their Med Records suffice?
Yes, the care or services have to be prescribed by a medical professional. Look at it this way, many people have help in their homes...a cleaning person, a cook, a gardener. No one would argue that those services should be tax deductible as a 'necessity' for any able-bodied, cognitively intact person. But, for someone frail and/or cognitively impaired, the services of those who help them with the 'activities of daily living' are a tax-deductible expense because they're medically necessary. You need the doctor's order or there'd be nothing to prevent me from deducting what I pay my cleaning lady – if I had one : )
Refer to IRS Publication 502 (2013): Medical & Dental Expenses: Long Term Care. For the past 2 years I have been able to claim administration of medications, and extra personal care. My understanding is that you cannot claim basic room and board, but other personal care expenses are deductible. Refer to the above IRS publication.
My husband has Lewy Body Dementia and I placed him in Assisted Living in 2012. My Accountant advised me to capture all medical costs and to get a letter from the Doctor with his diagnosis. People with certain diagnosis are tax deductible such as Alzheimer's and other cognitive deficiency illnesses. The % may vary by State. Neither facility my husband has been in wanted to give me a % of ALS care was tax deductible so we turned to a state source. The state source gave % based on the license of the facility and on the level of care (activities of daily living). I keep a record of the reports issued by the facility as to the level of care he receives. We have used 40% for the ALS portion in NY for the last 3 years. Other medical costs are 100% including my premium for LTC Insurance. (If you pay for premiums from a Health Care Savings account then you are already getting the tax break so exclude from medical costs.
In order for room and board expenses to be deductible you do need a doctors letter. It must state that the person needing care must reside in an environment that provides assistance with "IADL's" ( meals, house keeping, linen laundering, transportation) in order to receive assistance with their "ADL's" (bathing, dressing, medications, etc.). This is what links the base rent with care level as a necessary medically related expense.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Anyone else know for sure?
Then there's the medical devices like assistive bars, Depends, what about blood pressure machine.
Do I have have to have each of their many doc offices write out a formal RX or does a page or two from their Med Records suffice?
You need the doctor's order or there'd be nothing to prevent me from deducting what I pay my cleaning lady – if I had one : )