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April 4, 2022
Question

Can you please tell me where this amount ($209) is coming from into the Arizona form 309?

  • April 4, 2022
  • 1 reply
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I looked everywhere in the federal forms and was never able to see this $209 amount, none of my capital gains equal to this amount. Whenever I delete the whole form 309, I start again and it errors out asking me to fill out the sections in red. All I need to do is report the part of RSU income from MA when I used to live there, but it keeps populating this "CAPITAL GAINS" in there. Please help! 

 

    1 reply

    April 4, 2022

    It may be coming form a Form 1099-DIV box 2a, Total capital gain distribution

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    April 4, 2022

    No it is not. Like I said I looked in all the forms. I also just looked again in my 1099-DIV forms and the total does not come close to $209..

    April 4, 2022

    Since we can't see your return in this forum, the $309 Capital Gains could be coming from your Massachusetts return.  If not, look at Schedule D in your Federal return to see if a Capital Gain is reported there (from selling an investment). 

     

    On Arizona Form 309, enter $0 in Column 3 if none of this income belongs to Arizona and it won't be added to your Part-Year Resident return for Arizona.

     

    Incidentally, if you want to designate part of the $13,207 RSU Income to Arizona, you need to enter that amount in Column 3.  The screenshot currently shows the entire amount being reported to Massachusetts. 

     

    Click this link for more info on Allocating Income as a Part-Year Resident and how to file a Part-Year Resident Return.