Question

Lived in Indiana till March and then moved to CA. I have capitol gain/loss for the whole year. So for capitol gain/loss , how to divide loss/gain between the states?

Forum|Forum|4 years ago
April 4, 2022
1 reply
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Should I enter 0 in 1 and 3 and for 2 I should enter all transactions that occurred after March?

1. Earned/Rec'd from CA Source as if Nonresident for Full Year _______

2. Earned/Rec'd While a CA Resident _______

3. Earned/Rec'd from CA Source While a CA Non resident _______

Capital Gains

D

DavidD66

Unless some or all of the gain was from the sale of a business or real estate located in California, #1 and #3 will be $0. For #2 you will enter the amount of dividends you received while living in California.

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A

aays2Author

@DavidD66 Ordinary dividends info is asked before the gain calculation. Do I to add the dividends again in #2? For ex: Apple is in California so I had to add the gain from Apple share in line #2 even though I sold the share before moving to CA?

E

ErnieS0

Divide your dividends according to where you were living when they were paid. If you sold all your Apple (APPL) shares before moving to California, then report the whole amount to Indiana.

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