4 Ways to Help Elderly People with Taxes

By Steve Hanson, 9:00 am on

Some seniors find tax season overwhelming due to their diversified portfolios and multiple sources of income. However, there are a few ways to help an aging loved one successfully navigate the filing process. Rowlett elderly care specialists discuss 4 ways to help seniors during tax season.  

1. Beware of Identity Theft

Encourage your senior family member to keep his or her personal information safe. Aging adults can apply for a six-digit IRS Identity Protection PIN. This number ensures no one can use a senior’s social security number to file tax returns. Seniors can also upgrade to secure locking mailbox designs, which prevent identity theft by keeping personal documents in email safe.

2. Identify Resources for Tax Help

There are a number of organizations and online platforms that make tax season a bit easier for seniors. For instance, the IRS currently maintains a website dedicated to senior taxpayers. Low-income seniors can reach out to the AARP Foundation for assistance.

3. Determine If Filing Is Necessary

Some seniors neglect to file returns simply because their income isn’t taxable. While Social Security isn’t always taxed, there are a number of exceptions that make filing essential. Having taxable assets or any other form of income apart from Social Security can make return filing necessary for seniors.

4. Watch Out for Phone Scams

Scammers are active during the tax season, and seniors are vulnerable to their attacks. Talk to your aging relative about some of the most common phone scams. Seniors should be cautious of people calling their homes, posing as IRS representatives, and requesting personally identifiable information such as social security numbers and birth dates. When in doubt, aging adults should ask for contact information and refer these callers to their family caregivers or tax advisors.

Professional caregivers at Home Care Assistance can assist your aging loved one in his or her daily activities, giving you the time to tend to his or her tax and other financial matters. Our senior care plans can include healthy meal preparation, medication reminders, and exercises to boost your loved one’s health and wellbeing. A Care Manager will be available 24/7 to address your concerns and modify your loved one’s care plan if needed. For reliable, compassionate, and high-quality respite or live-in care, Rowlett families can call us at (972) 722-7833.

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