1099-Div Gain Split for MA

Forum|Forum|1 year ago
March 28, 2025
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I'm filing a partial year in MA. We move to CT. I've spilt the 1099B transactions between the two states and that's fine. However, I don't see a way to split the Capital Gains listed on the 1099-DIV (Line 2a). How do I show that this is for the partial year?

Thanks

SabrinaD2

To allocate the capital gains from stock sales listed on your 1099-DIV (Line 2a) for a partial year, you should allocate the gains to the state where you were a resident at the time of the sale. Here's how you can do it:

Stock Sales: If you sold stocks right after moving to Connecticut (CT), allocate the gain to CT. If the sale occurred while you were still a resident of Massachusetts (MA), allocate the gain to MA.

DericSAuthor

I got that part. It's where to report the divide the on the Mass Tax Turbo Tax splits the 1099-B transactions just fine, but there doesn't seem to be a way to report the splits of the 1099-DIV. I went into the forms and reported the non Mass portion on the Mass Schedule D smart work sheet line D. This line already had the 1099-B amount on it. It expands to a detail box, so I just added the 1099-DIV portion. Does this sound right?