JamesG1
Expert Alumni

Deductions & credits

Legal fees are deductible on the estate’s income tax return (form 1041).  See the instructions for form 1041 page 25 here.  See also here.

 

Line 14—Attorney, Accountant, and Return Preparer Fees Expenses for preparation of fiduciary income tax returns, the decedent's final individual income tax returns, and all estate and generation-skipping transfer tax returns, are fully deductible. However, expenses for preparing all other tax returns, including gift tax returns, are considered costs commonly and customarily incurred by individuals and are not deductible.

 

I am sorry for your loss and that you have to deal with all of these complications.

 

Do I understand correctly?  Your husband passed.  A checking account was set up for your late husband’s estate.

 

You received a check and it was deposited in the checking account for your late husband’s estate.

 

I am unsure whether the check was some settlement from his father’s estate or something else?

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