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Level 2
posted Feb 19, 2026 7:43:54 AM

State returns for 1041 trust reporting

Completed federal form 1041 with K-1's as I am the trustee for my mother's trust who recently passed. There is only small post-death trust income via interest/dividends, but enough to go over the $100 complex trust exemption. Now TT business is asking which state return I want to complete. Here is the question, my mother lived in Idaho, but I (the trustee) live in California, with fellow beneficiaries in Idaho and Colorado. Which state returns do I need to complete for the trust's income after she passed?

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1 Replies
Level 15
Feb 19, 2026 8:11:36 AM