Catherine Posted March 17 Report Share Posted March 17 What to do? Estate income tax returns, lots of pieces remain to be tidied up before the thing shuts down. The estate expenses were used on the MA state estate tax form as deductions, but there was no federal estate tax. Is there any reason I cannot take these expenses at the federal level for the estate income return? I could see that using the estate expenses on the state's estate income tax form might be considered double-dipping on the expenses, but even then to pay income tax on income that was properly used to pay estate expenses seems odd as well. Had those expenses been paid out before the estate return was filed, I'd have taken them without blinking. Am I over-thinking this? (Yes, I am over-thinking this, and have over-thunked myself into complete confusion!) I've been all over the MassDOR (useless piece of garbage) site and found nothing germane. Quote Link to comment Share on other sites More sharing options...
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