How do we allocate income from: Annuities, Social Security, Interest, Dividens among two states?

[roy-layne]

Moved from California to Oregon 8/18/16.  We are both retired have Federal Retirement Annuities (CSA 1099R) and Social Security, IRA's, Div, Int. etc. 

[MiriamF]

If you got each of those incomes all year, generally you would multiply each type of income times the percent of the year you lived in that state.

If you didn't start getting Social Security until after you moved to the second state, then you would allocate all of it to that state.

In your case, you lived 63% of the year in California and 37% in Oregon. So if you got $10,000 in Social Security, and you got it all year, then $6,300 is California income and $3,700 is Oregon income.

Did that help?