Lynn EA USTCP in Louisiana Posted April 16, 2018 Report Posted April 16, 2018 New client came in today for an extension. Among the papers was a k-1 from an irrevocable trust set up by taxpayer's late grandfather, with Massachusetts k-1. I may need some assistance from Catherine in early May. Quote
Abby Normal Posted April 16, 2018 Report Posted April 16, 2018 If it's all investment income, you can often ignore the state if the bene doesn't live there. But states are all different. My philosophy is, don't file the state, and if no one screams, it's all good! 1 Quote
Evan S. Golar Posted April 16, 2018 Report Posted April 16, 2018 I suggest you look through your software program for instructions for Massachusetts non-residents to see if based on the taxable income reported, there's a requirement to even file a tax return. Quote
Catherine Posted April 16, 2018 Report Posted April 16, 2018 5 hours ago, Lynn EA USTCP in Louisiana said: I may need some assistance from Catherine in early May. The other suggestions are good - but if you decide you want to chat, you know where to find me, Lynn! 1 Quote
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