USA Form 1041-Contributions

[grover]

The instructions are confusing to me. I am doing an estate income tax return and need help as
to whether I can deduct something. The will says a contribution should be made to a certain charity
but it doesn't say it is to come from gross income. It is just to come from the assets when
distributions are made. The estate had no nontaxable income so I'm not sure what role that
would play. Can someone help?

 

[Drmdcpa]

Since the will states it should be made, the deduction can be taken and passed to the beneficiaries. But to take it, you will need to file additional forms. In the past, with the blessing of the beneficiaries, I have not deducted it due to those extra forms.

 

[grover]

Thanks, but what are these extra forms?

 

[Drmdcpa]

I would have to look them up. If you are using quality tax prep software it should alert you to the fact that additional filings are required when a trust or estate claims a charitable deduction.