State tax filing


@Anonymous wrote:

even what you refer to as an irrevocable living trust can be treated as a grantor trust for federal tax purposes.  state taxation would  follow.  


That is an excellent point and we do not know any details with respect to the document itself, but do know that the grantor is still (apparently) alive.

 

Therefore, the OP should absolutely check with whoever drafted the trust doc. @Jam772