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
Level 2
posted Mar 16, 2022 10:52:08 AM

I need to file a trust return (irrevocable trust for deceased person). I need to know which state to file along with the federal return

Trust was created in Michigan.  The funds were held in an Edward Jones account (mutual funds, bonds, etc).  The grantor moved to California and was living there when he passed away.  The trustee (me) lives in Michigan.  There are 2 beneficiaries in Michigan, 2 in Oregon, and 1 with no fixed address (has a PO Box in Texas).  What state return(s) do I file?

0 2 619
1 Best answer
Level 15
Mar 16, 2022 12:20:11 PM

You should review the filing requirements for the states set forth in your post at the links below.

 

CA: https://www.ftb.ca.gov/file/personal/filing-situations/estates-and-trusts/index.html

 

MI: https://www.michigan.gov/taxes/iit/fiduciary

 

OR: https://www.oregon.gov/dor/forms/FormsPubs/form-or-41-instr_101-041-1_2021.pdf

 

Note that TurboTax Business does not support the Oregon Fiduciary income tax return.

2 Replies
Level 15
Mar 16, 2022 12:20:11 PM

You should review the filing requirements for the states set forth in your post at the links below.

 

CA: https://www.ftb.ca.gov/file/personal/filing-situations/estates-and-trusts/index.html

 

MI: https://www.michigan.gov/taxes/iit/fiduciary

 

OR: https://www.oregon.gov/dor/forms/FormsPubs/form-or-41-instr_101-041-1_2021.pdf

 

Note that TurboTax Business does not support the Oregon Fiduciary income tax return.

Level 2
Mar 17, 2022 11:05:12 AM

Thanks, this is very helpful.