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We are close to putting my Mom in an assisted living facility. She has been previously diagnosed with dementia and we now feel A/L would be best for her (and relieve my sister of caring for her). Most likely she will need their "memory care" facility which is locked down to keep her from wandering.

My question is, will this entire expense (or a part of) qualify as medical expenses (for her Schedule A) as I project her taxes (and quarterly payments)?

Two other thoughts: 1) In California, and perhaps in other states, there's a special non-refundable credit for long-term care that would apply for your mother's state tax (See FTB Form 3504). Availability of the credit may not be pointed out in the state instruction booklet.

2) Although Medicare probably won't help (unless mother was in the hospital for at least three days prior to transfer to the nursing home/skilled care facility, and she was at least 65, in which case 90 days coverage is provided), but if she's close to indigent (not counting pension payments, house, car) then Medi-Cal or your state's Medicaid equivalent may help. It might be worth while to consult with an attorney specializing in elder law.

I sympathize, being all too familiar with the difficult situation that results when a family member suffers dementia and can no longer safely be alone. While respite services for the caregiver are helpful, the time comes when the best for all concerned is the SNF.

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