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State tax filing
You were in PA for "most" of the year...you said you moved to NY in October. Thus you should be preparing both PA and NY Part-Year Resident tax returns.
Thus, only the interest from Oct-Dec is NY income.
For part-year tax returns, things like dividends, interest, cap gains are considered taxable income in whichever state you were actually living in at the time you received the income.
Thus, if you received year end distributions from Mutual Funds in December, those $$ would be considered NY Part-year income and not PA Part-year income. Distributions received before Oct would be PA Part-Year income.
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 7, 2022
4:09 AM