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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.
‎August 16, 2023
5:32 PM