gcm
Level 2

State tax filing

Yes, I did fill out the dates of residency. But for the income from mutual funds TurboTax can't apportion it out because it does not know the dates of each, for instance, dividend payment. So there is a screen where you are supposed to apportion that category yourself, which is what TurboTax is then ignoring. Maybe I should just delete the MA return and start over.

 

It matters because I was not a resident of MA in December when a substantial amount of distributions were made. So even though I was a 66% MA (jan - aug) and 33% FL resident in 2019, I don't owe MA tax on 66% of my income for 2019.

 

Thank you for the link to the MA rules. I guess another option would be to file electronically directly with MA.