sjrcpa
Level 15
03-18-2025
08:27 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If it's a CA trust, I don't think you need to file OR unless OR has the same CA type rule. Then somewhere in the beneficiary info or in the CA Misc you should be able to indicate which beneficiaries are CA nonresidents, or that the income is from intangibles. Then maybe it will work.
The more I know the more I don’t know.