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Returning Member
posted Feb 28, 2022 7:51:34 PM

Do I have to file state income tax forms for a trust for the state where the beneficiaries reside?

The trust is a complex trust residing in VA.  The beneficiaries reside in CT, NY, NJ and VA.  The beneficiaries received distributions in 2021.

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1 Replies
Level 15
Feb 28, 2022 10:33:56 PM

not unless the trust is earning income from those other states.   portfolio income goes is only reported to the state where the trust has domicile.

 

 

types of income that might require the trust to file in those other states - rental income, business income from partnership/LLC, S-corp. this is not all-inclusive.