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Investors & landlords
If you sold the stock while a California resident, report the income or loss on your CA Part Year Resident return.
Depending on your tax situation, you may not be able to take the loss in 2024, then it will carry over to the next year, but you do have to use it if you're able to.
Here's more info on Allocating Income for a Part-Year Resident and CA Instructions for Schedule CA.
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‎April 9, 2025
7:28 PM