Of the more than 844,000 family caregivers in Massachusetts, very few are reimbursed for the care they provide. In fact, the estimated value of this care exceeds $11 billion per year, with the average caregiver paying almost $7,000 out of pocket to care for a loved one.
To help family caregivers in the state, AARP Massachusetts has filed legislation that will provide a tax credit for certain expenses incurred by family caregivers.
An Act to Establish the Family Caregiver Tax Credit (HD.1405/SD.786) is sponsored by Sen. Jason M. Lewis (D-Fifth Middlesex) and Rep. David Rogers (D-24th Middlesex).
Thanks to the hard work of AARP Advocates, we are also happy to announce that more than 90 Representatives and Senators have signed on as Co-Sponsors of this important legislation. These legislators are supporting this legislation from the beginning, and they deserve our thanks for supporting caregivers in Massachusetts. A full list of our Co-Sponsors is below.
Send our Co-Sponsors a Thank You message using our Action Alert.
Most family caregivers help their loved ones with “activities of daily living” or ADLs. These include everyday functions and activities that individuals usually do without help, including bathing, continence, dressing, eating, toileting, and transferring. In addition, many caregivers are also expected to perform complex tasks on a daily basis such as administering multiple medications, providing wound care, and operating medical equipment.
The rising cost of health care, limitations to Medicare and other insurance coverage, the increased number of years that caregivers are providing care, and improved longevity for older Bay State residents have all necessitated that caregivers spend their own money to help pay for various elements of care.
For many caregivers, these out-of-pocket expenses can add up. A recent AARP study, “Family Caregiving and Out-of-Pocket Costs,” showed that caregivers, on average, contribute roughly $7,000 of their own funds to their loved one’s care. (read the full report here).
The Family Caregiver Tax Credit bill would provide a tax credit for certain expenses incurred by a family caregiver for the care and support of a qualifying family member.
Eligible expenditures for the family caregiver include:
- Improvement or alteration to the family caregiver’s primary residence to enable the loved one being cared for to remain mobile, safe, and independent in her/his home and community.
- The purchase or lease of equipment by the family caregiver, as needed to assist the loved one in one or more activities of daily living (ADLs).
- Other expenses, as incurred by the family caregiver, for equipment or services that help in the care of a loved one, such as hiring a home care aide, costs associated with respite or adult day care, personal care attendant costs, and health care equipment and technology costs associated with caregiving.
The loved one receiving care must meet the following three conditions:
- Be age 18 or over;
- Require assistance with at least one activity of daily living (ADL), as certified by a licensed health care practitioner;
- Be a dependent, spouse, parent or other relation by blood or marriage to the family caregiver.
To be eligible for the tax credit, the family caregiver claiming the credit must have a federal adjusted gross income of less than $75,000 for an individual, and less than $150,000 for a couple.
The amount of the credit is equal to 100 percent of the eligible expenses incurred by the taxpayer during the taxable year, with a maximum allowable credit of $1,500.
Send our Co-Sponsors a Thank You message using our Action Alert.
An Act to Establish the Family Caregiver Tax Credit (HD.1405/SD.786) – Full Co-Sponsor List
|Alice Hanlon Peisch||14th Norfolk|
|Andres X. Vargas||3rd Essex|
|Angelo J. Puppolo, Jr.||12th Hampden|
|Angelo L. D’Emilia||8th Plymouth|
|Anne M. Gobi||Worcester, Hampden, Hampshire and Middlesex|
|Antonio F. D. Cabral||13th Bristol|
|Bradford Hill||4th Essex|
|Brendan P. Crighton||Third Essex|
|Brian M. Ashe||2nd Hampden|
|Brian W. Murray||10th Worcester|
|Bruce E. Tarr||First Essex and Middlesex|
|Bruce J. Ayers||1st Norfolk|
|Carlos Gonzalez||10th Hampden|
|Carmine Lawrence Gentile||13th Middlesex|
|Carole A. Fiola||6th Bristol|
|Carolyn C. Dykema||8th Middlesex|
|Daniel Cahill||10th Essex|
|Daniel J. Hunt||13th Suffolk|
|Daniel J. Ryan||2nd Suffolk|
|Daniel M. Donahue||16th Worcester|
|Daniel R. Cullinane||12th Suffolk|
|Danielle W. Gregoire||4th Middlesex|
|David Allen Robertson||19th Middlesex|
|David Biele||4th Suffolk|
|David M. Rogers||24th Middlesex|
|Denise C. Garlick||13th Norfolk|
|Denise Provost||27th Middlesex|
|Diana DiZoglio||First Essex|
|Dylan A. Fernandes||Barnstable, Dukes and Nantucket|
|Elizabeth A. Malia||11th Suffolk|
|Elizabeth A. Poirier||14th Bristol|
|Eric P. Lesser||First Hampden and Hampshire|
|Hannah Kane||11th Worcester|
|Harold P. Naughton, Jr.||12th Worcester|
|Jack Patrick Lewis||7th Middlesex|
|James Arciero||2nd Middlesex|
|James B. Eldridge||Middlesex and Worcester|
|James J. O’Day||14th Worcester|
|James K. Hawkins||2nd Bristol|
|James M. Kelcourse||1st Essex|
|Jason M. Lewis||Fifth Middlesex|
|Jennifer E. Benson||37th Middlesex|
|John C. Velis||4th Hampden|
|John H. Rogers||12th Norfolk|
|John J. Mahoney||13th Worcester|
|Jonathan D. Zlotnik||2nd Worcester|
|Joseph D. McKenna||18th Worcester|
|Joseph F. Wagner||8th Hampden|
|Julian Cyr||Cape and Islands|
|Kay Khan||11th Middlesex|
|Kenneth I. Gordon||21st Middlesex|
|Kevin G. Honan||17th Suffolk|
|Linda Dean Campbell||15th Essex|
|Louis L. Kafka||8th Norfolk|
|Marc R. Pacheco||First Plymouth and Bristol|
|Marcos A. Devers||16th Essex|
|Marjorie C. Decker||25th Middlesex|
|Mark C. Montigny||Second Bristol and Plymouth|
|Michael O. Moore||Second Worcester|
|Michelle M. DuBois||10th Plymouth|
|Mike Connolly||26th Middlesex|
|Mindy Domb||3rd Hampshire|
|Natalie M. Blais||1st Franklin|
|Natalie M. Higgins||4th Worcester|
|Patricia D. Jehlen||Second Middlesex|
|Patrick M. O’Connor||Plymouth and Norfolk|
|Paul Brodeur||32nd Middlesex|
|Paul K. Frost||7th Worcester|
|Paul McMurtry||11th Norfolk|
|Paul W. Mark||2nd Berkshire|
|Peter Capano||11th Essex|
|Rady Mom||18th Middlesex|
|Sal N. DiDomenico||Middlesex and Suffolk|
|Sarah K. Peake||4th Barnstable|
|Sean Garballey||23rd Middlesex|
|Shaunna L. O’Connell||3rd Bristol|
|Stephan Hay||3rd Worcester|
|Steven S. Howitt||4th Bristol|
|Steven Ultrino||33rd Middlesex|
|Susan Williams Gifford||2nd Plymouth|
|Tackey Chan||2nd Norfolk|
|Tami L. Gouveia||14th Middlesex|
|Thomas A. Golden, Jr.||16th Middlesex|
|Thomas M. Petrolati||7th Hampden|
|Thomas M. Stanley||9th Middlesex|
|Timothy R. Whelan||1st Barnstable|
|Tram T. Nguyen||18th Essex|
|Viriato M. deMacedo||Plymouth and Barnstable|
|William C. Galvin||6th Norfolk|
|William J. Driscoll, Jr.||7th Norfolk|
|William L. Crocker, Jr.||2nd Barnstable|
Don’t know who your State Representative or State Senator are? Visit www.WhereDoIVoteMA.com and enter your address. When you use our Action Alert to thank your legislators, everything is sent to the right legislator based on your address.
Send our Co-Sponsors a Thank You message today!