DianeW777
Expert Alumni

Investors & landlords

No, it makes sense.  The states do not always treat the qualifying or capital gain dividends the same way as the federal.  You should make your split based on your residency periods for each state using the number that carried over.

 

Yes, it's acceptable to just split unearned without going through this nightmare of considering each transaction? You can use the totals earned by the period or if you held it all year, you can divide by 12 and then multiply by the months in each state (assuming it's earned relatively even throughout the year).

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