Rebate-Nursing Home Resident

[income taxes]

Client is in nursing home and has only ss income plus small interest. His address is his daughters. Would he qualify for rebate ?

[MargaretMort]

I just went to the IRS site to look at the requirements, etc. for the Stimulus Payment. It simply says that you need $3000 of income which can be SS, etc. The sample form shows only W-2 or Self-employed income and SS, Railroad or Veterans income need to be entered. (Obviously you would enter interest or dividends to make the amount at least $3000) It doesn't say anything about where the person lives.

[Lion EA]

Just make sure the nursing home resident is NOT the dependent of some one else.

[Cathy]

Another thing to consider with nursing home residents:

The director/client of a local nursing home told me that if the patient is Medicaid funded in whole or partially, DO NOT pursue the rebate as it will go to the nursing home anyway and create a lot of unnecessary paperwork for both the patient and the nursing home....seems to make sense.

However, if the patient is a private pay, by all means, file the stimulus return provided that the patient is not claimed as a dependent on another's return.

Cathy