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

[Alice TC]

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?

[tagteam · Accepted solution]

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.

[Alice TC]

Thanks, this is very helpful.