maglib
Level 10

State tax filing

@dbdd3 

I can not give you the answer as it depends on if those stock transactions were applicable to your job such as options or grants?  Just  because a company is located in MA, will not mean it is MA source. If you work at the company and it was some type of "wages/ income as a result of that employment or business venture"  then you may need to allocate the gains too....

What portion was a result of work vs. what portion was personal investment decision holding allocation?

 

This will be a helpful resource.

 

https://www.mass.gov/regulations/830-CMR-625a1-non-resident-income-tax#-3-income-subject-to-massachu...

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I am NOT an expert and you should confirm with a tax expert.