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Level 2
November 16, 2022
Question

part year MA resident

  • November 16, 2022
  • 1 reply
  • 18 views

Lived as retiree in MA but moved and established residency in WA state this past spring.  Would MA income tax be calculated on 100% of dividends and interest earned on mutual funds in 2022, or would it be calculated as a percentage based on days living as a MA resident in 2022?

    1 reply

    Level 4
    November 16, 2022

    Your income and deductions to MA would be calculated by the amount of time your were a resident of the state.  Washington has no state income tax, so that is not a problem.

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