@AmyC wrote:
Yes, that is an acceptable solution due to the number of transactions. CA should only be taxing what was reasonably received while living there.
Note, CA always has the option to request additional information.
A casual review of the numbers suggest 'most' of the cap gains were due to transactions that occurred while I was in CA, but as long as what I've done is acceptable, and won't result in a penalty if reviewed, I'll stick with what I did.
I did what I often do in TT when I'm not sure how to answer; I put in a range of numbers, smallest to largest, and see how that affects my tax owed. In this case, worst-case scenario was only about $100 more, so I think I'll be fine. Sometimes, I see a complicated question like 'how much of the amount 'x' was derived from California investments' ... so I put in 0%, 50%, 100% and ... sometimes, there is no change whatsoever so no point struggling to find the answer!
