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In year 1 the estate has $4,000 of DNI and the personal representative pays an a

ID: 2592265 • Letter: I

Question

In year 1 the estate has $4,000 of DNI and the personal representative pays an attorney’s fee of $6,000. The estate terminates in year 2.

a. The estate’s sole residuary beneficiary is entitled to an excess deduction in year 2.

b. The estate’s sole residuary beneficiary is not entitled to an excess deduction in year 2.

c. Estate income tax deductions in excess of DNI will always be wasted to the extent of the excess.

d. Estate income tax deductions in excess of DNI can be carried back 5 years and carried forward 2 years to the extent of the excess.

Explanation / Answer

Answer:-

d. Estate Income tax deductions in excess of DNI can be carried back 5years and carry forward 2years to the extent of the excess.