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If a trust is domiciled in arizona, and all of the 2018 income was distributed to the beneficiaries, do I need to file an Arizona state tax return for the trust

Forum|Forum|7 years ago
June 1, 2019
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TurboTax Business Windows

Best answer by Anonymous_

"If a trust is domiciled in arizona..."

According to Arizona, a resident trust is a trust of which the fiduciary is a resident of Arizona. A nonresident trust is a trust that is not a resident trust and only has a filing obligation if there is Arizona source income.

The fiduciary must file a return for the trust if the trust has any Arizona taxable income for the tax year or the trust's gross income for the tax year is $5,000 or more, regardless of the amount of the Arizona taxable income.

See https://azdor.gov/forms/fiduciary-forms/arizona-fiduciary-income-tax-return

A

Anonymous_Answer

Employee

"If a trust is domiciled in arizona..."

According to Arizona, a resident trust is a trust of which the fiduciary is a resident of Arizona. A nonresident trust is a trust that is not a resident trust and only has a filing obligation if there is Arizona source income.

The fiduciary must file a return for the trust if the trust has any Arizona taxable income for the tax year or the trust's gross income for the tax year is $5,000 or more, regardless of the amount of the Arizona taxable income.

See https://azdor.gov/forms/fiduciary-forms/arizona-fiduciary-income-tax-return

FoxyGrandpa

Employee

This is a great answer, but does your TT Business package have the forms for Arizona? I assume that if I buy the business package, then it comes with a free state, which will include the AZ fiduciary tax return. The 1041 is relatively easy, the AZ form not so much.

VolvoGirl

Employee

@FoxyGrandpa Check this FAQ for Business States. And if you need a state it is not free, state is $50. Only the personal programs come with a free state.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/state-forms-availability-table-turbotax-business/L96lUEYgI_US_en_US

For federal you can use one Business program. You have to buy the state Business program separately from inside the federal program. Buy federal Business here (only available for Windows and not Online). Click on State Additional to see state price....

https://turbotax.intuit.com/small-business-taxes