M-MTax
Level 12

Retirement tax questions

comments? thoughts?

Your statements are correct. I certainly did not mean to imply that the trust needed to distribute funds to the beneficiary for the beneficiary's medical expenses.....paid by the beneficiary.....to be deductible on Schedule A. The other person in this thread is the one who said that they didn't think the expense was deductible unless it came out of income from the trust. I never said that.

Not to be a stickler or anything but it's PRINCIPAL not "principle".