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Funeral Expenses


Christian

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A client believes funeral expenses paid by his mother's estate are deductible on her Form 1041. In checking this I got two conflicting reads. They are deductible on Form 706 but she needs no 706. Insofar as I know they have never been deductible on the Form 1041 or final 1040. 

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According to the instructions for Form 1041, funeral expenses are only deductible on form 706 - not on form 1041.  This is also what I have always been taught.  When I did a Google search, however, there were several articles stating that funeral expenses could be deducted on the 1041.  I don't think that is correct, but now I will have to do some more research to be sure. 

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From IRS Pub 559-

Publication 559 - Survivors, Executors and Administrators - Income Tax Return of an Estate— Form 1041

Funeral and Medical Expenses. No deduction can be taken for funeral expenses or medical and dental expenses...

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