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Legal expenses entailed in arranging a charitable gift

Can the legal expenses paid toward arranging charitable gifts be deducted against current income?  If so, on what schedule and where in the Turbotax program?  I have in mind two distinct deductions: 1) for preparing a gift devise for contributions that were paid in 2022; and 2) for preparing a gift devise of tangible property (books) to be given by myself or my estate in the future.

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4 Replies
RobertB4444
Employee Tax Expert

Legal expenses entailed in arranging a charitable gift

Legal expenses paid on behalf of a qualified charitable organization could be deducted as a charitable contribution.  But legal expenses to set up your own charitable contributions are personal expenses and no longer deductible under current tax law.

 

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Legal expenses entailed in arranging a charitable gift

While disappointing, just right and right to the point.  Many thanks!

Legal expenses entailed in arranging a charitable gift

Those expenses may have been includable as miscellaneous itemized deductions subject to the 2% rule, but that deduction was eliminated for 2018-2025 by the 2017 tax reform law. 

Legal expenses entailed in arranging a charitable gift

So I gather from the previous reply.  Yours provides details about when such deductions were disallowed.  Many thanks.

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