r/EstatePlanning•
Aaasteve

Trust tax returns

Yes, I have included the state or country in the post

Maryland trusts, Virginia beneficiary

Trust A established by decedent some years ago. Trust A distributed all of its assets to Trusts B, C, D and E.

Trust B paid federal and state tax on its share of Trust A income (that was distributed).

Trust B beneficiary is a VA resident. Trust B made no distributions to beneficiary during the year. Trust B had no income of its own (distribution from Trust A was on 12/31).

Does Trust B have to file a VA return for the year?

Posted Apr 15, 2025, 7:35 PM UTC

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