Thanks for replying. I'm certain as to the part (in my question) about needing to file/pay for income that is taxable in Ohio. The three trusts are part of the estate of a lifelong Ohio resident. They were established in Ohio and their administration/fiduciary remains Ohio-based. The accountant for the trusts has provided Schedules K-1 and Forms Ohio IT K-1 for use in preparing my personal tax returns.
After posting my question, I found a way back to a TT24 (Windows) screen, in the Ohio step-by-step thread, titled "Income Allocations", but it asks only about Federal and Ohio apportionment totals for "Wages, salaries, tips, guaranteed payments" and for "Nonbusiness income (loss) from rental and royalty activity". A following screen titled "Business Apportionment Summary" concerns only "Business/Farm" income.
What's missing (I think) is a step-by-step screen for apportionment of income received from an out-of-state fiduciary trust -- e.g., interest, dividends, capital gains and real estate operating income -- unless the categories described above are intended to cover everything reflected in the trusts' "fiduciary filing" with Ohio.
