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January 30, 2020
Question

We resided in two states. How do we report income and deductions to correct state? e.g. salary for Calif, retirement income to Utah; mortgage interest only to Utah?

  • January 30, 2020
  • 1 reply
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We were in California only until 4/23/19.

1 reply

DawnC
Employee
January 30, 2020

Allocating your income shouldn’t be too difficult, but it can involve some math. You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:

 

  • Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions.
  • Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions.

Earned income allocations       Unearned income allocations    Click on either link to expand.

 

 

How do I file a part-year state return?

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