• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Who We Are
    • About Our Firm
    • Career Opportunities
    • Meet Our Team
    • News and Events
    • Seniors Rock Radio
  • Estate Planning
    • Elder Law & Medicaid Planning
    • Estate Planning Services
    • Estate and Gift Tax Figures
    • Family Farm Succession Planning
    • Family-Owned Businesses & Farms
    • IRA Planning
      • Planning With An IRA
      • IRA & Retirement Planning
    • Legacy Planning Services
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
    • Young Families
  • Elder Law
    • Coping With Alzheimer’s
    • Elder Law Resources
      • Elder Law Reports
    • Guardianship & Conservatorship
    • Hospice Care
    • Veteran’s Benefits
  • Resources
    • Definitions
    • FREE Estate Planning Worksheet
    • FREE Webinars
    • Estate Administration Legal Guide
    • Estate Planning Articles
      • Questions for Your Estate Planning Attorney Before Creating Your First Estate Plan
      • How to Create Your First Estate Plan in 2022
      • How to Choose a Guardian for Your Child
      • Address These Three Questions in Your First Estate Plan
    • Estate and Gift Tax Figures
    • Frequently Asked Questions
      • Adult Guardianship
      • Alzheimer’s Care
      • Custodial Accounts for Minors
      • Estate Planning
      • FAQs for Families Without an Estate Plan
      • Elder Law
      • IRA & Retirement Planning
      • Is Your Estate Plan Outdated?
      • Legacy Planning
      • LGBTQ Estate Planning
      • Medicare and Social Security
      • Probate
      • Probate Avoidance
      • Irrevocable Trusts
      • Trust Administration
      • Trusts
      • Veterans’ Benefits
      • Wills
    • Newsletters
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
    • Top Estate Planning Techniques
  • Reviews
    • Our Reviews
    • Review Us
  • Medicaid Planning
    • Medicaid Planning
    • Emergency Medicaid & Nursing Home Planning
    • Medicaid Frequently Asked Questions
    • Medicaid Resources
  • Blog
  • Contact Us

Law Office of Michael Robinson, P.C.

Estate Planning Services in Rochester, New York and the Finger Lakes Area

Connect With Us Today

(585) 374-5210
Law Pay Button
Attend a Free Webinar
Home » Medicaid » Medicaid Eligibility and Federal Tax Programs

Medicaid Eligibility and Federal Tax Programs

November 25, 2011Medicaid, Taxes

Did you know that you may qualify for no-cost tax assistance through the Internal Revenue Service’s Volunteer Income Tax Assistance programs? Known as VITA, the federal Volunteer Income Tax Assistance program allows you to visit a local tax assistance center to receive free tax assistance. IRS tax volunteers receive certified tax assistance training to help you file your annual federal income taxes. Offered during certain times of the tax season, you may be able to visit a VITA tax clinic and receive limited income tax assistance. Generally, tax help is available to elderly, disabled and low-income taxpayers with limited annual incomes. You may have to bring identification or certification of an existing disability.

You may also be able to qualify for the federal Tax Counseling for the Elderly program offered by certified IRS tax volunteers. The AARP also trains volunteers through the IRS tax certification programs to provide their elderly colleagues with specialized tax assistance. Typically, free tax assistance is available to elderly taxpayers who are at least 60 years old and disabled. You may have to show your qualify free tax assistance by providing proof of disability.

The VITA tax clinics offer limited assistance but are a great resource to help you understand which forms you must fill out. Did you know that if you receive Social Security disability benefits, you may not have to file your tax returns? However, you may want to file your tax returns to qualify for special tax credits or deductions. According to the IRS, if you qualify as a permissible tax filer, you are not required to file your annual income tax returns, but you may voluntarily file your returns to qualify for overlooked deductions or to take advantage of federal low-income tax credits.

Because many of these public interest programs are only available to low-income and elderly taxpayers, it is important to prove asset eligibility. Certain assets are exempt from income, including Medicaid assets. An attorney can help you understand the importance of calculating excluded income for tax purposes and for general public welfare program participation purposes. Understanding which assets are includable as income for Medicaid eligibility requires a thorough understanding of federal laws.

 

  • Author
  • Recent Posts
Michael Robinson, Estate Planning Attorney
Michael Robinson, Estate Planning Attorney
Clients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors.
Michael Robinson, Estate Planning Attorney
Latest posts by Michael Robinson, Estate Planning Attorney (see all)
  • How Estate Planning for a Family May Trap the Unwary Practitioner - August 31, 2022
  • State Income Taxation of Social Security Benefits - August 24, 2022
  • Understanding Tax Apportionment Clauses - August 17, 2022

Other Articles You May Find Useful

Pittsford Medicaid Attorney
Common Mistakes in Medicaid Planning
Law Office of Michael Robinson, P.C.
Medicaid Laws Are Changing October 1 – And It’s Not Good!
Medicaid look-back
The Medicaid “Look-Back” Period Explained
bath medicaid planning
How Bath Medicaid Planning Helps Parents of Disabled Children
medicaid planning
Medicaid Planning Mistakes You Must Avoid
qualifying for medicaid
Can Medicaid Take Your Home After Death?

Primary Sidebar

Law Office of Michael Robinson, P.C.

Blog Subscription

  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • Twitter
  • Linkdin
  • Youtube

TESTIMONIALS

News & Events

Seniors Rock Radio Show Recording 5-1-21

https://drive.google.com/file/d/1U7UkQbEGy-xY7XFAXvX9Qz7pKSVDVV3D/view?usp=drive_web   Author Recent Posts Michael Robinson, Estate Planning AttorneyClients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors. Latest posts by Michael Robinson, Estate Planning Attorney (see all) How Estate Planning for a Family May Trap the Unwary Practitioner -... Read more →

Pittsford Office

1163 Pittsford-Victor Road, Suite 120 (Powder Mill Office Park)
Pittsford, NY 14534-3817
Phone: (585) 374-5210
Fax: (585) 485-0394

See Larger Map Get Directions

Map

mrobinson_sidbr_map

Footer

  • Advantages of Working With Our Firm
  • About The American Academy
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us

Connect with Us

  • Facebook
  • Twitter
  • Linkdin
  • Youtube
robinson law logo

The Law Office of Michael Robinson, P.C.

Attorney Advertisement


© 2023 American Academy of Estate Planning Attorneys, Inc.