efjeff
New Member

Trust beneficiary living overseas

I am preparing a return (US Form 1041, Mass Form 2) for a Massachusetts non-grantor trust with 5 beneficiaries. One of them is a US resident living permanently in Italy, but has a Mass address that she uses for IRS correspondence and that I am using in the return. How do I input her foreign domicile into Turbo Tax? It seems to take the Mass address in the beneficiary information section and use that everywhere, including the Mass return.  I was able to override the legal domicile on the Mass Sch 2K-1 worksheet to Italy but the Mass Schedule B/R still shows MA as the legal domicile and says that this comes from the US K-1 (via the Mass Beneficiary Worksheet). How do I change her legal domicile to Italy while preserving the mailing address?