MarilynG
Expert Alumni

State tax filing

Preparing two Part-Year Resident state returns can be tricky.  With unearned income, the easiest way is to Allocate according to % of year lived in each state.  

For instance, if you lived 60% of the year in South Carolina and 40% in Virginia, divide your totals in each category (such as social security and investments) by that % and enter that amount for each state. 

You don't need to re-enter all the 1099-B detail; just overall totals allocated for each state.  If you had a long-term loss, or a short-term gain, as a bottom line on your Federal return, for example, use that amount for your allocation. 

This can apply to your Total Charitable Contributions, too. You could allocate the total between states, and use December 31 as a date. 

In FORMS mode, you can make your entries directly onto the individual forms. 

Here's more detailed info on Allocating for Part-Year Residents:

https://ttlc.intuit.com/replies/4777389  

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