Capital Gain Distribution allocation for Part Year resident

[BarryHasMoved]

Hi all - 

I moved from MA to FL mid-year.  Two of my 1099s have Capital Gain Distributions.  Each 1099 has some distributions that are from before my move and others from after my move.  When working through my MA Part Year Resident taxes in TurboTax Desktop, I only see a way to allocate each 1099's Capital Gain Distributions as fully either MA or Non-MA.  I need to be able to say how much from each 1099 is from MA and Non-MA.  Is there some workaround for this?  It seems like it would be a pretty common problem for part year residents.

Thanks

- Barry

[AmyC]

You really want to get the MA correct since you are leaving the state and living in a state without tax. MA is tough on audits. Be sure you switched your residency to part-year. 

Go through the MA interview:

1. Look for the "Other Interest and Dividends to Exclude" screen
2. When you reach the screen titled "Part-year resident and nonresident interest and dividends," it will show your total federal amount.
3. The next screen asks for "Other Interest and Dividends to Exclude."
   1. You can enter the portion of the distribution received while a Florida resident here. 
   2. You will provide a brief explanation and amount

[M-MTax]

---

@BarryHasMoved wrote:

It seems like it would be a pretty common problem for part year residents.

---

Not really since most capital gain distributions are made at, or close to, the end of the year (some are actually made on the last business day of the year).

Regardless, it is the date of the distribution that controls and not the date the fund sold the underlying securities. In other words, you can't drill down to the sale dates within the funds.

[BarryHasMoved]

Thanks.  Right, I'm not looking to dive into the sales the fund made.  The problem is they made two distributions in 2025... one was before I moved and the other was after.  Turbo only seems to give the option to mark the whole 1099 MA or Non-MA, but I need to exclude the Non-MA part.

- Barry

[BarryHasMoved]

Thanks for the detailed answer.  Unfortunately it's part of my Capital Gains Distributions I'm looking to exclude.  Turbo seems to be good with a way to split Interest and Dividends, but not so much for Capital Gains Distributions.

- Barry

[M-MTax]

---

@BarryHasMoved wrote:

Turbo seems to be good with a way to split Interest and Dividends, but not so much for Capital Gains Distributions.

---

Yeah, you're right. You may have to do an override on your MA return to accommodate the two distributions you received (one as a resident and the other not). That might involve printing and mailing the return instead of e-filing.