Massachusetts Trustee

Technical topics regarding tax preparation.
#1
JoJoCPA  
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Decedent died while a NY resident. Never lived in MA. Trustee is a MA resident. No MA sourced income. That doesn’t create a MA filing requirement, does it? The instructions seem to indicate no. But I just got a client that wants me to also prepare his mother-in-laws trust. 2021 has a fed and MA return. No NY return.
 

#2
Skatter  
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I agree it has no filing requirement in MA.

https://casetext.com/regulation/code-of ... nd-estates
 

#3
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That’s what I thought. Thanks!
 


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