LinaJ2020
Expert Alumni

State tax filing

Yes, you do.   Per PA, Pennsylvania resident beneficiaries of estates and trusts must report income received or credited from estates or trusts on their PA-40 Pennsylvania Personal Income Tax return as a separate class of income—“income derived through estates or trusts”—for Pennsylvania personal income tax purposes. 

 

For more information, click here: https://www.revenue.pa.gov/FormsandPublications/PAPersonalIncomeTaxGuide/Pages/Estates-Trusts-Decede...

 

@sr15

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