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Greetings. Now to specifics so I can understand of the product mentioned is correct and how to enter entries   WE sold our house July 31 2025 in Virginia and relocated to New Jersey renting August 1 and closing on a house October 14 2025 (renting in NJ August to end of November)   No w2 but 1099's plus sale of house (expect 500K capital gain to be to offset by cost + renovations)   How do i enter interest, brokerage account distributions and annuity distributions. Do i take total and allocate Jan-July 7 months to Virginia and 5 months to New Jersey? I will be inserting based on the above dates for the move. When entering interest, distributions the banks, brokerage and annuity don't show by dates i lived in each, so how do i do the calculation? 7/12 VA 5 1/2 NJ   Turbo tax Premier still the one i should use?   This is per AI...but does Wells fargo show distributions by date? 2. Interest income (bank accounts, CDs, bonds) Rule: Interest is allocated based on when it was credited / received, not where the bank is located. Allocation Interest credited through July 31, 2025 → Virginia Interest credited August 1–Dec 31, 2025 → New Jersey Practical method Use monthly statements or Prorate by days of residency if exact dates aren’t available (acceptable for interest) Example: Annual interest = $1,200 VA: 7 months ≈ $700 NJ: 5 months ≈ $500 3. Brokerage account distributions a. Ordinary dividends & capital gain distributions (1099-DIV) Rule: Taxed by state of residence on the payment date Paid on or before July 31 → VA Paid August 1 or later → NJ This includes: Mutual fund capital gain distributions Qualified & nonqualified dividends 💡 The ex-dividend date does NOT matter — payment date controls. b. Capital gains from selling securities (1099-B) Rule: Capital gains are sourced to your state of residence on the trade date. Trades through July 31 → Virginia Trades August 1 onward → New Jersey This applies even if: The brokerage is located elsewhere Assets were held for many years 4. Annuity distributions (1099-R) This is important because states differ, but VA and NJ align here. Rule: Annuuity distributions are taxable by the state of residence at the time you receive the payment, not where contributions were made. Allocation: Payments received through July 31 → Virginia Payments received August 1–Dec 31 → New Jersey If payments are monthly VA: January–July payments NJ: August–December payments If payments are irregular Allocate by actual payment date 5. Charitable deductions (itemized deductions) Federal All charitable contributions go on Schedule A as usual Virginia & New Jersey (key rule) Both states require proration of itemized deductions for part-year residents. How to allocate Charitable deductions are allocated based on residency period, not payment date, unless the state form specifically allows otherwise. Most commonly accepted method: Days of residency ratio VA: Jan 1–July 31 = 212 days NJ: Aug 1–Dec 31 = 153 days Example: Total charitable contributions: $10,000 VA: $10,000 × (212 ÷ 365) ≈ $5,808 NJ: $10,000 × (153 ÷ 365) ≈ $4,192 💡 Even if you made a large gift after moving, states generally still require proration, not tracing. 6. Summary table Income / Deduction Allocation Rule Bank interest When credited Dividends Payment date Capital gain distributions Payment date Capital gains from sales Trade date Annuity distributions Payment date Charitable deductions Prorated by residency days 7. What to keep as documentation Brokerage transaction history Monthly interest statements Annuity payment schedule Closing documents or lease showing August 1 NJ residency Calendar showing move dates If you want, I can: Walk through VA Form 760PY line-by-line Do the NJ-1040 proration worksheet Help you choose exact allocation methods your tax software supports Just tell me which one you want next.    

Online is only good for 2025 now.  If you tried to use the Online version for a prior year you should try to clear it out so it's not accidentally filed as a 2025 return or transfers into next year. https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444   Or you should leave this account and set up a new account to do 2025 How to start another return in the Online version https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-online/00/25596   Then do you still need to file 2024?  To do 2024 you have to buy the Desktop Download program here https://turbotax.intuit.com/personal-taxes/past-years-products/      You will need a full Windows or Mac to install it on.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return, started with the online editions, you will need to download the 2024 tax data file.  Then you will need to purchase, download and install on a personal computer, Windows or Mac, one of the 2024 desktop editions.  Once installed you need to open the 2024 tax data file you downloaded by clicking on File and then on Open Tax Return.   See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download .tax file   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

Thank you for the replies.  I guess I should have gone in to a little more detail on the actual question.   I understand the basic rules for a dependent. And no, she would not qualify for dependent as dependent relative as her income is too high.  The question was centered around the definition of full-time student, specifically does the internship count as being a student.  Here is a clause in the internship contract that makes me think it would count (note: the contract is 3-way between our daughter, the employer, and the school, ENSP): "Article IV: Status and Obligation of Student - During his/her internship, the intern remains under the authority and responsibility of ENSP but should be inscribed by the host organization in the specific section of the host company’s Individual Registry of Personnel. "   Thoughts?

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over.