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Level 2
November 16, 2022
Question

part year MA resident

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

    Alumni - Intuit
    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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