Thanks rjs,
On a 1099-R block 15 is titled ''State/Payer's state no''. I did not see a state listed on 1099-Bs, or 1099-INT or 1099-DIVs
As far as I can see, the only thing a state would see is the total amount of gain or income for the year that you enter on the tax form for the 1099s mentioned above, with the exception of when you sell stock on Form 8949, where it reports the date you bought and sold the stock.
I think on the California part year 540 form it only asks how many days you were in CA. So, I think all the CA is going to do is take a ratio or time spent in CA compared to somewhere else. So I am not sure how I can identify what state that I was in when I sold the stock or received the income.
What is you take on this and advice? So I am thinking that if your 1099-R states CA, it will be allocated towards CA, even if I was a Utah resident when it was received. I then would get pinged by CA if that CA income was not added to CA state taxes.
