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Level 2
March 7, 2024
Question

Maryland 504 - Final Return for Complex Trust

  • March 7, 2024
  • 1 reply
  • 8 views

I am filing Maryland Fiduciary Return - Final. This is a complex trust, not an estate, yet Lacerte keeps checking the box on the 504 for final return for a decedent's estate. MD does NOT have a final return box for trusts, and this is causing the return to be rejected. Any suggestions?

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    1 reply

    sjrcpa
    Level 15
    March 7, 2024

    File the federal return with the Final box checked.

    Then uncheck it and file the MD return.

    The more I know the more I don’t know.