State tax between two states

nativecrafts — Mon, 23 Feb 2026 12:45:08 GMT

I, a retired person, moved from Louisiana to Texas in October, 2022. I changed my address in all of my former employers OPM, banks, investment companies (where i got stock sales and stock dividend distribution) , etc.

I got one pension 1099 form one of the employers with pension distribution allocated to two different states. That was good for state tax filing. But social security benefits, pension from federal employment, pension from private company sent me 1099 showing my current address in Texas with NO allocation for Louisiana where i was until September 30, 2022. Even the 1099 for stock sales and dividends received do not show distribution allocated to two different states. They all show current address in Texas. Does that mean i need to not show my stock sales loss or gain to Louisiana? How do I allocate stock sales gains ( or loss) or private company pension to Louisiana when 1099 do not show any allocated to Louisiana? Texas is income tax free state, so i do not worry for Texas, but should i show dividends or pension i received to Louisiana when 1099 does not allocate those amount to Louisiana? I am planning to file Louisiana tax as a part year resident.

Re: State tax between two states

MaryK4 — Sun, 12 Feb 2023 02:04:05 GMT

In general, your resident state when you received the income is the one you report the income to. For pensions and social security, you will have to prorate it (75% to Louisiana). You should be able to see the dates of sale to separate the securities (this is extra work but you want to be as accurate as you can- Louisiana will want their tax money.)

topic State tax between two states in State tax filing

State tax between two states

Re: State tax between two states