Nettie
Level 1

My client lives in a Rehab Center and unable to manage financial affairs - has a court appointed guardian.  He receives a sizable pension from NYC plus Social Security.  It appears he will be paying all of his income towards his medical care and housing.  Is it necessary to file a tax return?

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Just-Lisa-Now-
Level 15
Level 15

If the pension and SS are enough income to create a filing requirement, yes.


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Accountant-Man
Level 12

How would the government know that he pays so much for medical care? All they see are his pension 1099-R and SSA 1099.

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BobKamman
Level 15

Patients are in a rehab center to be rehabilitated and then discharged.  If they are permanently disabled, they go somewhere else.  If they need help managing their financial affairs, that's not necessarily a medical expense.  Way too little information here to figure out what's going on.  But in any case, a return must be filed (unless, of course, that NYS pension is a form of workers compensation).  

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