Lived in 2 states. Downloaded 1099 info for federal return how do you split capital gains by date for 2 state returns automatically since pages of data ?

Forum|Forum|6 years ago
March 24, 2020
3 replies
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DavidD66

Alumni - Intuit

There are pages in each state's step-by-step where you allocate different types of income. You will make the adjustments for each state as you work through that state's return.

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KevinB36Author

Level 2

thanks i see where to do that but have pages and pages of sales with loses and gains was trying to find a way to do it automatically similar to the download option on federal return. Otherwise doing it manually will be very labor intensive

GiseleD

Alumni - Intuit

Unfortunately, there is no way to do it automatically. The most common way is to allocate by date, however, your states may employ a different method. You will see the recommended methods when you work on your state returns. Your 1099-B should show you which transactions occurred on what date, and you can use that data to allocate.

@KevinB36

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