ck36
Level 2

Distribution allocation between states

How does Turbotax allocate IRA distributions and dividends between states? I moved from California to Washington in May 2021 yet Turbotax does not allow me to specify the timing of the distributions. Since the majority of distributions were made after I became a resident of Washington they shouldn't be included on the California tax return. I tried phone support but the person didn't know how to make adjustments.