State tax filing

Hi @AmyC ,

Thanks for your response. You mentioned that one can determine the tax receiving state by looking at the dividend distribution date. My question is regarding Mutual Fund (MF) dividends, which of the following two dates we should look at:

1. When my broker or MF manager sent the dividend/capital gain to me. Or,
2. When the broker got the dividend/capital gain from the underlying stock. Usually, MFs keep getting DIVs and income by selling securities regularly but release them to investors only at certain times.

I think we should look at the date 1, to determine the tax receiving state. Is that correct or not?

Thanks.