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Returning Member
posted Mar 23, 2024 6:07:17 PM

Massachusetts income not flowing to the 2k-1

I have entered an Estate return (MA Form 2) with beneficiaries, where all income was distributed to the beneficiaries.  It worked correctly in the Federal K-1 but even though I tell TurboTax that money was distributed, it does not flow through to the State Income tax form MA Schedule IDD.  This causes the state income tax to be reported at the trust level and not at the Beneficiary level. 

 

I have seen that this has been reported in previous years and fixed.  Is this a problem again in 2023.    

 

In addition, for the non-resident beneficiary the 2K-1 wks  shows that all income is MA generated income but I am not sure where this is being determined since it is not MA generated income.    

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