Important Service Announcement: Based on user feedback we are not shutting down the TaxAlmanac.org website however the site is now an archived version as of June 2014. While all of the existing discussion threads and commentary will be preserved you will no longer be able to edit content, post to forums or create additional logins.

Discussion:Trust return-which state to file?

From TaxAlmanac, A Free Online Resource for Tax Professionals
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Advanced Tax Questions --> Trust return-which state to file?


Discussion Forum Index --> Tax Questions --> Trust return-which state to file?

Abctaxes (talk|edits) said:

11 April 2014
Mother had money in her revocable trust in NY. She dies and leaves her 3 children monies from the trust into 3 individual trusts for their benefit. The attorney supplied me with the Federal ID#s. The children live in state other than NY. Do I file trust return for the children's resident state or NYS? I would think their resident state?

Dennis (talk|edits) said:

12 April 2014
If mother was domiciled in NY when she died, the trust is a NY resident trust. It is entirely possible that the trust is also resident in another state as well.

To join in on this discussion, you must first log in.
Retrieved from "http://www.taxalmanac.org/index.php/Discussion:Trust_return-which_state_to_file%3F"
Personal tools