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aakritiigupta
March 2, 2025
Question

I have partial residency in 2 different states. How do I adjust my income through investments for both the states? Turbo tax is not picking up the adjustment.

  • March 2, 2025
  • 1 reply
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    1 reply

    M
    MayaD
    March 3, 2025

    You need to file Part-year resident return for both state and allocate your income. You need to make sure you've set up your personal information correctly in TurboTax. 

     

     For unearned income, such as interest, dividends and capital gains,  just allocate it to the state you were a resident of when you received it.

    How do I allocate (split) income for a part-year state return?

    How do I file a part-year state return?

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