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My 82 yr old mom claimed my daughter on her taxes even though my adult daughter works and would have filed on her own. How do I fix this? We are unsure why she claimed her but we think she may have thought she was me from long ago or something.
Thank you all for your super fast response! I already have POA for my mom. So I will try to file an amended return... WITH her this time so that we are on the same page. Thank you for the info! Sincerely, Kenna
I don't know what she has going on with her doctor other than her overall medical conditions as they come up. She only acknowledges her confusion sometimes. As well, it shows sometimes and not at others so at first interaction she seems ok... Especially because she can be kinda grouchy and touchy at times so people just let her do whatever. But I realize now that I need to keep up with her doctor whether or not she bothers to go with me there or not. She is hard to slow down and fiercely independent and I risk losing my head nosing in on her business but obviously things are not going to improve from here so... time to get nosey. Lol
I already have POA & the bank involved is Sears/Citibank so there is no physical location to go to. I/we sent them a letter stating that she does not give them permission to send the debt to outside collections. I read that that can help so I did that. But they are calling her daily telling her that they are getting an attorney, etc. It is also seriously effecting her credit score. The police department I filed the 2 reports with did not pursue charges and they sent the complaints to the grand jury and they did nothing. The overlying issue protecting the culprit is that they are all saying that even though she was very ill and in surgery recovery at the time, the fact that she told "them" to get her card for her meds constitutes permission for him, the boyfriend of the granddaughter, to have used the credit card(s) over 100 more times for anything he wanted. The problem is that my mom does not know which of them she actually gave the card to that day because of her impaired state but she sees my daughter and him as being one entity so when the bank and the police asked if she gave him permission she said "yes. But only the one time." Not realizing that it is not "the one time" part that matters. It is the "yes" to the permission part and had stated that without clarifying that it was not directly to HIM but that it was so that Danika, my daughter, ultimately and more specifically would be using it. She may have told him to get it from her purse to give to Danika to get the meds but she never intended for him to go to the store alone with it to get them. But she just can't remember because she was so ill at the time.
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.
So I will try to file an amended return... WITH her this time so that we are on the same page.
Thank you for the info!
Sincerely,
Kenna
Will she grant you power of attorney to file an ammended return?
Have you accompanied her to the banks involved in the fraud?
But I realize now that I need to keep up with her doctor whether or not she bothers to go with me there or not. She is hard to slow down and fiercely independent and I risk losing my head nosing in on her business but obviously things are not going to improve from here so... time to get nosey. Lol
I already have POA & the bank involved is Sears/Citibank so there is no physical location to go to. I/we sent them a letter stating that she does not give them permission to send the debt to outside collections. I read that that can help so I did that. But they are calling her daily telling her that they are getting an attorney, etc. It is also seriously effecting her credit score.
The police department I filed the 2 reports with did not pursue charges and they sent the complaints to the grand jury and they did nothing. The overlying issue protecting the culprit is that they are all saying that even though she was very ill and in surgery recovery at the time, the fact that she told "them" to get her card for her meds constitutes permission for him, the boyfriend of the granddaughter, to have used the credit card(s) over 100 more times for anything he wanted.
The problem is that my mom does not know which of them she actually gave the card to that day because of her impaired state but she sees my daughter and him as being one entity so when the bank and the police asked if she gave him permission she said "yes. But only the one time." Not realizing that it is not "the one time" part that matters. It is the "yes" to the permission part and had stated that without clarifying that it was not directly to HIM but that it was so that Danika, my daughter, ultimately and more specifically would be using it. She may have told him to get it from her purse to give to Danika to get the meds but she never intended for him to go to the store alone with it to get them.
But she just can't remember because she was so ill at the time.
So, how will it go when you ask your mother for power of attorney..?
You will need to file an amended return.
https://www.irs.gov/newsroom/some-taxpayers-might-need-to-amend-a-tax-returnheres-what-they-should-know