MarilynG1
Expert Alumni

State tax filing

Correct, you will need to Allocate your Interest and Dividend Income yourself in each of your Part-Year Resident state returns.

 

In the state interview, TurboTax will display the Federal amount of these income items, and you will enter the amount that Belongs (or Does Not Belong) to that state, depending on the state.

 

For instance, since you received most of your Interest/Dividends while living in Pennsylvania, most of that income belongs to PA.

 

Click this link for more info on Allocating Income as a Part-Year Resident

 

If you don't meet the income requirements for reporting in your new state, you are also correct that you don't need to file a return there. 

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