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State tax filing
@NCperson wrote:@rlb1920 you may want to review the Ohio Department of Revenue website to assess whether your specific situation requires filing a Ohio tax return.
You're aware that many (probably most) states that require a return be filed for an estate or trust also require withholding for distributions to out of state beneficiaries, correct?
Since @rlb1920 is a MD resident, not an Ohio resident, @rlb1920 may be due a refund if the Ohio source income is at or below the threshold.
Also, the link you posted is really of no utility in this instance since @rlb1920 received an Ohio IT K-1 which means an Ohio IT 1041 has already been filed.
‎June 2, 2025
8:00 PM