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In which state(s) must I file fiduciary tax return? Does location of fiduciary play a role?
I am the trustee of a trust that was created in California. The settlor of the trust lived and died in California. For several years the only remaining asset in the trust was a mutual fund. Last year I sold all shares of the mutual fund and distributed everything to beneficiaries in California and Oregon. (The return I am filing now is a final return.) Last year I also moved from California to Oregon (I plan on filing Form 8822-B to show that I, the fiduciary, have a new mailing address).
Whereas in previous years TurboTax has stated that I must file a California return, after I updated my address in the software the program is now telling me I need to file an Oregon return. Is that correct?
‎June 6, 2019
12:53 AM