Did you move from one state to the other during the year? If so, you have to file part-year resident returns for both states.
Which state did you move from and which state did you move to? On what date did you move?
@Marc22 wrote:
So I am not sure how I can identify what state that I was in when I sold the stock or received the income.
The 1099-B has the date of each stock sale, so you easily see which state you were a resident of on the date of the sale. For interest and dividends from an investment account, the financial institution usually gives you a list of all the payments you received during the year. It would be a separate or supplementary statement, not part of the actual 1099-INT or 1099-DIV. For interest from a bank, you can just allocate it based on how many days you were a resident of each state.
@Marc22 wrote:
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.
No. If you were a Utah resident when you received the payment, it is Utah income, no matter what the 1099-R says. You still haven't said where on the 1099-R it says California. If box 15 say CA, is there any state tax withheld in box 14 or a state distribution amount in box 16? If there is an amount in box 16, is it the same as box 1?
The state is not going to figure out how much of your income is from each state. You have to figure that out and enter the correct amounts when you prepare your state tax returns. If the 1099-R is for a single withdrawal or distribution, you have to allocate it to the state you were a resident of when the distribution was made. If it's for multiple payments, or monthly payments, allocate it based on which state you were a resident of on the date of each payment.
