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As legal guardian for my sister who moved to an assisted-living facility in October 2014 due to developing mental impairments, I need to prepare her 2014 tax returns. Numerous expenses were incurred for the court guardianship hearing, including fees paid to the clerk of court, assigned guardian ad litem, attorney, and court-required bonding. Could you provide information about what might be deductible for tax purposes? Additionally, regarding her residency in the assisted-living facility, I receive and pay statements for prescribed drugs, physician and dentist services, and medical insurance. Might any part of the assisted-living services, such as routine checks by a resident nurse, daily aid with medications, and wellness activities, be deductible?

April 6th, 2024

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