- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
If the trust owns tax-exempt bonds, a portion of the investment expenses must be allocated to those bonds and cannot be deducted. For example, if 10% of the trust's investments consist of tax exempt bonds, then allocate 10% of investment expenses to those bonds.
‎June 4, 2019
3:28 PM