RobertB4444
Expert Alumni

State tax filing

Divide the number of days she was alive in 2024 by 366 to get the percentage to put on the personal return and the percentage for the trust return.

 

In your mother's case she was alive until April 4 so that is 95 days.  95/366 is 25.96%.  I'd round that to 26% to make life easier and use 74% for the percentage that goes to the trust return.

 

Any expenses or income that definitely fell on one side or the other can be entered without adjustment.  Anything that went for the whole year should be divided by those percentages and put on one return or the other.

 

Sorry for your loss.

 

@fldcdeb 

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