My Mom was trustee for a grantor, inter-vivos trust when she passed away in 2018. The trust was created in California (in 2003) and she lived in Arizona for the last 10 years. I'm the successor trustee and I live in Massachusetts. I have the TurboTax Massachusetts Fiduciary return package. All the trust income is from investments in mutual funds and stocks. Is this trust a Massachusetts resident or non-resident trust? (It's the "Residency" question asked in TurboTax.)
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"How do I determine if a trust is resident or non-resident for Mass fiduciary return?"
If you look at page 4 of the instructions (link below), it appears as if the trust satisfied one of the requirements for MA residency (you are an MA resident trustee), but none of the other requirements appear to be applicable.
See page 4: https://www.mass.gov/files/documents/2019/01/25/dor-2018-fido-form-2-inst.pdf
"How do I determine if a trust is resident or non-resident for Mass fiduciary return?"
If you look at page 4 of the instructions (link below), it appears as if the trust satisfied one of the requirements for MA residency (you are an MA resident trustee), but none of the other requirements appear to be applicable.
See page 4: https://www.mass.gov/files/documents/2019/01/25/dor-2018-fido-form-2-inst.pdf
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