MaryK4
Expert Alumni

State tax filing

You will pay the taxes on where he was living when he received the investment income (if this is easily identifiable) or you can use a percentage to allocate based on the time spent as Pennsylvania resident.  

You will be able to allocate in TurboTax how much investment income is Pennsylvania compensation (see below).

On the Part Year Pennsylvania return, he can allocate the income to account for the Tennessee income.

 

Go to the state section of TurboTax and follow the questions.  Look specifically for the screen below, and please feel free to post if you do not see it or have any additional questions!

 

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