David
I am assist my elderly ( retired) mom who permanently moved from PA to Texas in the second half of 2021.
I am assuming she is only liable for dividends and capital gains that occurred while she still was a resident of PA during the first half of 2021?
If that assumption is correct: I figured out which dividends and which capital gains occurred while she was a PA resident during the first half of 2021.
I have entered that amount on the Adjust Federal Dividend income page on the PA Turbo tax edition. There is a pull down menu for the type of adjustment: Nominee adjustment, ESOP adjustment and other adjustment. No clue what that means and I have used each one and they all bump up her tax owed amount.
Looking for some help!!
mwalsh
