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posted Nov 12, 2021 3:45:07 AM

Deductibility of HOA fees on Inherited property

I inherited my mother’s senior living condo by way of a trust. I have to pay $4k/month HOA fees until the place sells. Is the HOA fees or some portion of it deductible on estate tax return or mine? 

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Level 15
Nov 12, 2021 4:09:29 AM

If the property remains in the estate then the estate can take a deduction if it needs to file an estate tax return.   

 

If the property has been retitled in your name then it is non deductible personal expense.