To make changes to your allocation:
- Open your CA return.
- On the screen Your 2023 California taxes are ready for us to check, scroll down and select Edit next to
Income and adjustments.
- On the screen Income and adjustments, select continue. TurboTax will divide your income between CA and MA
- Continue and make the changes.
Allocate Unearned income such as interest, dividends, capital gains, social security, and IRA distributions to the state you were a resident of when you received it.
For more information, select the type of income you need to allocate from the link below and follow the instructions:
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