If I had to withdraw from an IRA to travel for a family funeral, can I deduct that?

Jan 17, 2019

I had to withdraw from an IRA to travel for a family funeral. Is there a deduction for that?

Funeral expenses are a nondeductible expense if paid by individuals, regardless of the source of funds. However, an estate may be able to deduct funeral expenses from the estate tax return if paid by the decedent’s estate. Such a deduction is valuable, though only if the estate is large enough to be taxable.

For more resources, check out PICPA’s Money & Life Tips, Ask a CPA, or CPA Locator.

Answered by: Thomas N. Alvaré, CPA, is managing principal with JFS Wealth Advisors in Doylestown, Pa.

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