@LeroyP
Yeah, MO is one of a couple states that does part-year residents strangely. (SC too...might be a couple others)
MO gives you the option of filing :
1) As a Full-Yr MO Resident, where they assess a tax on everything for the full year, but then allow a credit for the taxes you paid to NY on the NY part-year tax return.
OR
2) File as a Full year MO Non-Resident, where you only indicate the income you received after you moved to MO (i.e the last 3 Mos of SS, and pension $$, PLUS 3 mos of interest, dividends, end-of-year mutual fund distributions).
I personally, Don't know exactly where the tax software gives you the choice to select which way you want to go, but I suspect it would be around the start of the MO Q&A.
Do NY part-year first.....especially if you choose option #1, NY would have to be completed first.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
