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I received $56,000 from my deceased mother's estate in 2017.

I received $56,000 from...

I received $56,000 from my deceased mother's estate in 2017. I live in California. Is this money taxable?

Lawyer's Assistant: Since estate law varies from place to place, can you tell me what state this is in?

California

Lawyer's Assistant: What documents or supporting evidence do you have?

Her Estate paperwork which spells out how the money is to be distributed to her children

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

Yes, I am preparing my tax return and the program is making me pay tax on this money

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Answered in 5 minutes by:
3/19/2018
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 37,305
Experience: 30 years experience in the practice of estate law.
Verified
Thank you for using JA. I am Loren, a licensed attorney for over 30 yrs., and I am here to help.
I am a certified expert on JustAnswer since 2009, with nearly 100% in satisfied customer ratings. So, we should be able to work through your problem.
I appreciate your patience as I review your question. I will post my response shortly.
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My condolences for your loss.
An inheritance is not taxed as income to the recipient.
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 37,305
Experience: 30 years experience in the practice of estate law.
Verified
Loren and 87 other Estate Law Specialists are ready to help you
Ask your own question now
Customer reply replied 1 month ago
Thank you Loren. There is no state or federal taxation in California. Is this correct?
Customer reply replied 1 month ago
No, no call please. Thanks
Correct, no federal or CA state income (or inheritance) tax to recipient on an inheritance.
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Loren
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 37,305
37,305 Satisfied Customers
Experience: 30 years experience in the practice of estate law.

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