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Level 1
February 24, 2022
Question

MA Fiduciary income tax return - Attorney Fees & Medical Claims

  • February 24, 2022
  • 1 reply
  • 7 views

Can I deduct attorney fees and a medical claim paid by the Estate on line 8 of the Massachusetts Fiduciary Income Tax Return? These things are deductible for federal but I cannot find any guidance on this for the state of MA. Thank you.

1 reply

Level 15
February 24, 2022

What led you to believe that medical expenses are deductible on a 1041?

 

Medical expenses may be deducted on the decedent's final income tax return, but not on Form 1041.

 

See https://www.irs.gov/instructions/i1041