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M
mhamm30
Level 3
March 25, 2023
Question

Trust Income

  • March 25, 2023
  • 1 reply
  • 6 views

Cient with a new trust. Trustee lives in WI. Bene's are from several states. Income is interest, dividends and an annuity distribution. Do the non-resident beneficiaries need to file WI non-resident returns?

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1 reply

sjrcpa
sjrcpa
Level 15
March 25, 2023

No. That type of income is taxable only in their states of residence.

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