Massachusetts – Estates, Trusts, REMICs, and Farm Income/Loss Overrides

Article: 50581

Overview 

If your federal return includes information from an Estates, Trusts, REMICs, and Farm Income/Loss and you need to make adjustments or overrides specifically for Massachusetts tax purposes, you can do so using the Estates, Trusts, REMICs, and Farm Income/Loss screen within your state return. 

This feature allows you to manually adjust amounts that flow from federal Schedule F or K-1F when state-specific treatment is required. 

How to Report 

  1. Navigate to the State Taxes section on the left-hand side of the screen. 
  1. Click the link: I’d like to see the forms I’ve filled out or search for a form
  1. In the dropdown menu, select Massachusetts
  1. Click on the General tab. 
  1. Select Estates, Trusts, REMICs, and Farm Income/Loss to open the screen. 
  1. Enter all applicable information.  
  1. Click Save once complete. 

Additional Resources 

For detailed instructions on your Massachusetts return, refer to the official tax guide.