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Thanks a whole lot. I thought that I only needed to do it with the next filing, but I was not sure.

The weirdest thing I came across in the 1041 instructions was this:

"Do not deduct medical or funeral expenses on Form 1041. Medical expenses of the decedent paid by the estate may be deductible on the decedent’s income tax return for the year incurred. See section 213(c). Funeral expenses are deductible only on Form 706."

Because my Mother had relatively low income other than social security, she had instructed my Brother who had her power of attorney not to file income taxes any more, and he complied, so no medical deductions were needed. (We had no expenses, either that needed to be paid out of the estate.)

And although we paid a fair amount towards the funeral, we won't be filing form 706 because the estate is a small one(Under her state's small estate form limit).

So that means only the rich get to deduct funeral expenses?
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