I am a part-time resident, When entering the amount of Qualifying Pension & Annuity, do I have to pro rate the amount based on the number of months in that state??

Rodkaubs · ‎June 4, 2019

KatrinaB · ‎June 4, 2019

Yes, you allocate your qualifying pension and annuity income to the state you were a resident of when you received it. You can divide the income by 12 and then multiply that amount by the number of months you were in the respective state.

Please view the TurboTax FAQ below for more information about allocating unearned income.

https://ttlc.intuit.com/replies/4777389

View solution in original post

KatrinaB · ‎June 4, 2019

Yes, you allocate your qualifying pension and annuity income to the state you were a resident of when you received it. You can divide the income by 12 and then multiply that amount by the number of months you were in the respective state.

Please view the TurboTax FAQ below for more information about allocating unearned income.

https://ttlc.intuit.com/replies/4777389

Expert does your taxes

Do it yourself

Resources

Support

I am a part-time resident, When entering the amount of Qualifying Pension & Annuity, do I have to pro rate the amount based on the number of months in that state??