PatriciaV
Expert Alumni

State tax filing

1) No. If the Schedule K-1 reports no income or expenses, you would not normally file a nonresident Massachusetts income tax return.

 

2) Yes. In the future, you will probably need to file a nonresident state return if the investment reports income or expenses on Schedule K-1.

 

From Massachusetts Personal Income Tax for Nonresidents:

If you're a nonresident of Massachusetts, you must file a Massachusetts Income Tax Return if you received Massachusetts source income [snip]. You're a nonresident if you are neither a full-year nor a part-year resident. Your Massachusetts tax treatment is based on your residency status and not the type of visa you hold.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"