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State tax filing
Capital gains for part-year residents are reported when actually received, rather than prorated. The detail on your 1099 from your financial institution will show when your capital gains were received throughout the year.
In the WI Long-Term Capital Gains and Losses Summary, you can select Don’t report on my Wisconsin return for any transactions that occurred while you were a NY resident.
On the screen Adjust Wisconsin Capital Gain Distributions, you can adjust the amount of capital gains received while a WI resident. To access that screen, say Yes to Adjustments for Capital Gains and Losses?
A part-year resident of Wisconsin must include in Wisconsin income:
• All capital gain and loss received while a Wisconsin resident
• Capital gain and loss received from Wisconsin sources during the period in which the individual is not a resident of Wisconsin
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