After allocating my wages between the two states, I get the following screen:
You reported the following interest and dividend income on your federal return:
- Interest income zero
- Dividend income $1,500 (note: this is the full dividend amount from the federal return)
We already know about the following Massachusetts adjustments and exclusions:
- Total Massachusetts bank interest zero
- Excludable bank interest zero
- Other interest or dividends to be excluded zero
Do you have any additional interest or dividend income to report or any to exclude?
However, after answering Yes here, I am only asked further questions about other situations that don't apply (e.g. MA Schedule E). I don't ever get the question of what dividends were received while I was an MA resident. As a result, the full $1500 for the year goes onto the MA return as taxable, which isn't correct. Where exactly in the interview can I find the screen that lets me enter that apportionment?
The problem appears to be MA-specific, because Georgia (the other state in my case) does ask for the apportionment between GA and non-GA. However, the non-GA amount doesn't flow back to the MA return in any way; MA continues to show the full amount as the dividends even after completing GA.
(Note: I attempted to submit this question already, but it has disappeared. Forum glitch?)
