Mom qualified for Medicaid in June of 2012 and entered a long term care facility at the same time. At that time all of her SS and pension income went directly to the facility. For period of time, there was Federal Withholding taken on some of her income do the LTC facility did not receive all of her income. She did not file Federal Income Tax returns for 2012 or 2013 and she died in March of 2014.
Should I...Can I as DPOA file returns for 2012/2013 to recover the taxes withheld? Even though any refund would likely go to the LTC facility, I'd like to clear it up.
Check the appropriate box. Likely in your case it would be box B stating that you are a court-appointed or certified representative. You would attach your DPOA. Hopefully you also have a financial power of attorney. If so, attach that too. A copy of the death certificate should also be attached. You MUST sign this form as well as sign on the form 1040.
im sure debralee is correct but i thought our case was pretty comical.