Retirement tax questions

@sfolaw sorry for your loss. 

 

While they are deductible, there are a few other rules that apply

 

1) only the medical expenses that exceed 7.5% of your income are deductible

2) you have to have enough deductible items to itemize; otherwise you'll take the standard deduction

 

Also, in the year of her passing, you are still considered Married-Filing Joint for tax purposes.