AmyC
Expert Alumni

Business & farm

1. It depends. The executor may have to file a return if the estate meets any of these:

  • The decedent was a California resident at the time of death
  • Gross income is over $10,000
  • Net income is over $1,000
  • The estate has income from a California source
  • Income is distributed to a beneficiary

from Estates and trusts | FTB.ca.gov - Franchise Tax Board

2. Yes, you will generate a CA k-1 to represent CA sourced income.

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