dsurkin
Level 2

I have a trust with NY trustee and NY beneficiary. I efiled the 2021 Federal & NY returns and they were accepted. I just realized that because the trust was set up by a NJ-resident decedent's will, and the trust income exceeded $10K, that the trust must file a NJ-1041 checking box 26 to claim exemption from NJ tax. The ProConnect file is locked. How do I go about doing this? For anyone who can help, please note that I'm fairly new to ProConnect.

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