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I am a CA resident. When I complete the federal interview for the K1, TT does not prompt me to complete an OH state return for this income. Thinking that I should complete an OH return, I did so, but it showed no tax due which doesn't feel right as there was 51000 of income from the estate from a 401K. Maybe naively, I was hoping to pay OH some amount and reduce my CA tax bill as a result.
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Did the estate only report proceeds from a 401K? Or were there investments connected to Ohio? Please clarify.
Yes, the estate only had proceeds from the 401K to distribute. TT did not address in the OH state return interview where to enter the OH state k1 info. What I ended up doing was switching to the OH form for non-resident credit and entering the appropriate numbers to show what income should be apportioned to OH and what to my home state of CA. This seemed to populate with a tax owed amount that seemed reasonable and this carried successfully to my CA return as well.
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