Where/how to allocate K-1 trust income to a non-resident state?

[rlb1920]

I am a Maryland resident, with some (first-time) income from Ohio estate trusts as described on K-1s received for Ohio.  Have completed all federal income/deduction/other entries via the TT (Windows desktop version) step-by-step screens.

Need help finding the step-by-step dialog screens for allocating (to Ohio) the income received from the Ohio trusts.  I found relevant screens a few days ago, but cannot retrace the path to them now.  Is an easy step-by-step entry point available?

[NCperson]

@rlb1920 you would not pay tax to Ohio as you are a non-resident of Ohio.  You would pay tax on that income to MD as you are a resident.   Just key in the K-1 and let the entries flow to your MD tax return. 

Why do you think you'd pay tax in Ohio? 

[rlb1920]

Thanks for replying.  I'm certain as to the part (in my question) about needing to file/pay for income that is taxable in Ohio.  The three trusts are part of the estate of a lifelong Ohio resident.  They were established in Ohio and their administration/fiduciary remains Ohio-based.  The accountant for the trusts has provided Schedules K-1 and Forms Ohio IT K-1 for use in preparing my personal tax returns.

After posting my question, I found a way back to a TT24 (Windows) screen, in the Ohio step-by-step thread, titled "Income Allocations", but it asks only about Federal and Ohio apportionment totals for "Wages, salaries, tips, guaranteed payments" and for "Nonbusiness income (loss) from rental and royalty activity".  A following screen titled "Business Apportionment Summary" concerns only "Business/Farm" income.

What's missing (I think) is a step-by-step screen for apportionment of income received from an out-of-state fiduciary trust -- e.g., interest, dividends, capital gains and real estate operating income -- unless the categories described above are intended to cover everything reflected in the trusts' "fiduciary filing" with Ohio.

[M-MTax]

---

@rlb1920 wrote:

What's missing (I think) is a step-by-step screen for apportionment of income received from an out-of-state fiduciary trust

---

I think you're correct and you do need to file an Ohio return since you have Ohio source income.

If I recall, the only way (no step-by-step) is to use forms view and make the entries manually on the form(s). Of course, you need to be using a desktop version of TurboTax to do so.

[NCperson]

@rlb1920 you may want to review the Ohio Department of Revenue website to assess whether your specific situation requires filing a Ohio tax return. 

https://tax.ohio.gov/business/ohio-business-taxes/pass-through-entities/fiduciary-income-tax-trusts-...

[M-MTax]

---

@NCperson wrote:

@rlb1920 you may want to review the Ohio Department of Revenue website to assess whether your specific situation requires filing a Ohio tax return. 

---

You're aware that many (probably most) states that require a return be filed for an estate or trust also require withholding for distributions to out of state beneficiaries, correct?

Since @rlb1920 is a MD resident, not an Ohio resident, @rlb1920 may be due a refund if the Ohio source income is at or below the threshold.