☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Feb 5, 2024 11:51:26 AM

Do I need to file a MA state tx return?

I live in RI, and have never lived in Mass. I received a 1099-R from Mass due to a death in the family (From a Trust). The 1099-R has box 15 as MA with a Payers ID number, and Box 16 has a value in it. Do I need to file a Mass state return? Thanks in advance,   joe

0 1 303
1 Replies
Expert Alumni
Feb 5, 2024 12:19:39 PM

Maybe.  If you're a nonresident with an annual Massachusetts gross income of more than either $8,000 or the prorated personal exemption, whichever is less, you must file a Massachusetts tax return.

 

Massachusetts Department of Revenue - Personal Income Tax for Residents (and Part-

year & Nonresidents)