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Level 2
April 8, 2026
Question

Received reimbursement from Estate that was originally paid out of pocket, do I claim this?

  • April 8, 2026
  • 1 reply
  • 52 views

I paid for my late mother's funeral expenses out of pocket and sought reimbursement for those expenses via the Estate of hers, recently received such reimbursement, am wondering if this reimbursement is something I have to report on my personal tax return NEXT year?

    1 reply

    Level 15
    April 8, 2026

    As this is a reimbursement of money that you have disbursed for the estate, it is not income for you and you do not have to report it on your tax return.

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