I am still confused. Earlier, we, or someone else on this long thread, talked about the state where the deceased resident lived and I thought it concluded with, if that is Florida, there is no need to supply K-1 forms to any state, i.e., that the federal K-1 would do for any beneficiary in any other state. So, when you talk about "other states" are you really referring to where the deceased lived (or, perhaps, where the revocable trust was created)? Or are you, indeed, referring solely to where the trustee(s) and/or beneficiaries live? It seems like you intend the latter, which would seem to mean that the accountant in question would need to learn the rules of every state where a beneficiary and/or trustee resides in order to know what forms he needs to send on behalf of the trust. If so, all I can say is "what a mess!" Is it at least true that TurboTax would know all this and produce all the necessary forms for all the necessary states, after the accountant provides the residency of all beneficiaries and trustees? I could imagine a trust that had beneficiaries in all 50 states!
