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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 ?

 
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3 Replies
DavidD66
Expert Alumni

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 ?

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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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 ?

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
Expert Alumni

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 ?

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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