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How do I determine if a trust is resident or non-resident for Mass fiduciary return?
My Mom was trustee for a grantor, inter-vivos trust when she passed away in 2018. The trust was created in California (in 2003) and she lived in Arizona for the last 10 years. I'm the successor trustee and I live in Massachusetts. I have the TurboTax Massachusetts Fiduciary return package. All the trust income is from investments in mutual funds and stocks. Is this trust a Massachusetts resident or non-resident trust? (It's the "Residency" question asked in TurboTax.)
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‎June 4, 2019
10:49 PM