dmann1
New Member

State tax filing

There is a problem with doing MA trust taxes in the TurboTax Business product.  I three pass-through trusts that I'm doing taxes for.  The Federal works fine and can be filed.  However, none of the distributions to the beneficiary flow through to the MA state return.  The only "work around" was discussed with a TurboTax tax lawyer who advised me to manually put the dividends and cap gain distributions on lines 7 & 17 on Form 2.  However, I can't e-file because of TT flagging the % income being an invalid number on the Schedule B/R.  The error is that the "Percent of income must be between 0.000000 and 1.000000 for electronic filing".  It won't allow 100% which is the correct amount for the single beneficiary.  I spent almost 2 hours on the phone yesterday with TT support about the issue.  They refused to acknowledge that it was a problem with the product.  They kept saying to talk to the IRS or MA state tax officials.  Finally the representative was going to "elevate" the problem since tech support kept dodging the issue.  However, I was then disconnected after another long hold :-(.