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.

For more information, resources, and tips for family caregivers, please visit IHeartCaregivers, our Caregiver Resource Center, AARP Fighting for Caregivers, and the AARP Online Caregiver Community.

 

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

Name District
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!