In 2024 after moving mid-year, how do I distribute these two things -- deductions for charitable contributions and large, early-year withdrawal from 401K -- between the state I left and the state I'm moving to in late June?

Forum|Forum|1 year ago
June 8, 2024
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Best answer by xmasbaby0

My remaining question is this: If I withdrew the 401K money and paid the charitable contrinbutions while in Virginia, would all that go against my Virginia taxes and not Kansas?

You will be allocating income and charity donations to the states you lived in when the income was received/donations given. You can ask detailed questions next year when you are actually preparing the returns if you get confused by the forms.

stephenrkgAuthor

Note: I've been retired 5.5 years.

stephenrkgAuthor

Also, I'm itemizing in 2024.

xmasbaby0

Employee

When you prepare your 2024 return next year, you will need to prepare two part-year state returns. It would b helpful for us to know which two states are involved, since some states do not have a state income tax and some states have reciprocal agreements.

https://ttlc.intuit.com/questions/1901227-how-do-i-file-a-part-year-state-return

https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year

https://ttlc.intuit.com/questions/2895983-how-do-i-allocate-split-income-for-a-part-year-state-return

https://ttlc.intuit.com/questions/1901267-which-states-don-t-have-income-tax

https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/states-reciprocal-agreements/L4JKSLqpR_US_en_US?uid=lwsfxwc8

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**