trust

[MELINDA MEYERS]

Client lived and died in California.  Daughter who is the  trustee lives in NewYork.  Do we have to file a NewYork trust form also?

Mindy

[Diana Skocypec]

Look up NY rules but in my experience with non resident trustees they have had to file in their state even if no tax due.

On Mon, Aug 8, 2022, 2:33 PM MELINDA MEYERS <minel...@gmail.com> wrote:

Client lived and died in California.  Daughter who is the  trustee lives in NewYork.  Do we have to file a NewYork trust form also?

Mindy

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[Dennis & Catherine Fresquez]

Why would you file a NY return?  The tax payer lived in CA. CA return needs to be done. Has nothing to do with the trustee who is  just the administrator.

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