Thanks for the input. I still don't understand what "Percentage of total income that was paid to beneficiary" and your guess is as good as mine. Why would the percentage of something the Estate paid to a beneficiary be anything less than 100% unless it is asking how much is still owed to the beneficiary. In this case it would be $30K paid of approximately $150K total inheritance or 20% (.20 in this case).
I am used to TurboTax asking me clear and concise questions and then answering that type of question for me.
One of the heirs lives outside of MA, so I guess their "Percentage of taxable income" is 0% (0.0), otherwise its 100% (1.0). But if that answer is that obvious, why is it even asked? (They already ask beneficiaries address)
From the 2022 Instructions for Massachusetts Fiduciary Income Tax Form 2
Total Income
Enter the dollar amount of the income the beneficiary or remainderman received during the tax period covered by the return.
Percentage of Income
Enter the percentage of total income that was paid to/or accumulated for each beneficiary or remainderman.
Percentage of Taxable Income
Indicate the percentage of total income taxable in Massachusetts for each beneficiary or remainderman.
