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byrnejm
New Member

state taxes for irrevocable trust

I am the trustee for an irrevocable trust fbo my niece.  We live in different states.   The trust holding is a brokerage account with various funds. These generated some interest and dividends.   It's my understanding that state taxes must be filed for the state in which the income was generated.  In which state do taxes need to be filed?

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1 Reply
M-MTax
Level 15

state taxes for irrevocable trust


@byrnejm wrote:

In which state do taxes need to be filed?


It varies by state. You need to visit the relevant states' web sites (DOR, Sec of State, etc.).

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