Question

1041 Estate Return because of Annuity. Executor in MA Estate in TX.

Which is state is estate taxed in? TX or MA? 1099-R has been corrected to show state taxed in TX. How to set up Return?

Employee

States have varying rules concerning the residency of an estate or trust.

You should seek legal counsel and/or guidance from a local tax professional.

Typically, however, the residency of the estate is the state where the decedent was domiciled.

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