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An estate deducted administrative expenses on its State

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Estate tax return. Since...
An estate deducted administrative expenses on its State Estate tax return. Since these expenses were not deducted on a federal tax return since none was required, does the fact that they were taken on the state estate tax return preclude a deduction on the Federal fiduciary 1041? Is this double dipping if no federal estate return was required?
Submitted: 2 years ago.Category: Tax
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10/19/2015
Tax Professional: Lev, Tax Advisor replied 2 years ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,703
Experience: Taxes, Immigration, Labor Relations
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Federal and state income tax liabilities are calculated separately - that is true for individuals for corporation and for estates.

So - there is no double dipping.

If there are deductible expenses for federal income tax purposes and the estate does not file the federal income tax return (form 1041) - these deductions are "lost"

If the administrator of the estate chooses to file the estate tax return (even otherwise it is not required) - and if that is a final tax return for the estate - unused deductions are passed to beneficiaries - and may be used on their individual tax returns.

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