I was a full year CA resident in 2023 and then moved to illinois in second half of 2024. In 2023, I had losses of 3786 out of which I was able to claim 3000 in 2023 creating a capital loss carryover of 786 bucks. Now I have two questions:
1. While filing CA part year resident return, I am seeing two boxes that I need to fill- one is carryover loss as if I was resident of CA in prior years which was auto populated to 786 and second is to fill carryover loss as of I was a non resident of CA in prior years which currently is empty. I think I need to populate this to 786 also because even if I assume I am a non resident, the losses were generated while living in CA and so this entry should also be 786. I just wanted to double check this.
2. For Illinois return, turbotax is pulling the value of my total capital gains and losses from federal return ( total gains and losses from 2024 minus the carry over loss of 786 from prior year ~ 2800) and then asking me to attribute a portion of this to illinois. I thinking what will go here is whatever gains and losses I made while I was living in Illinois without factoring in any portion of prior year carryover loss because it’s already considered in the total gains and losses turbotax is pulling from federal. What should I put here?
Last question I have: my wife and I got married last year and we are filing jointly this year. My wife worked full time in CA and was a full year resident there. I worked in CA for first half and then quit my job and moved to Illinois to pursue a full time degree. The only income I have in illinois is from interests, dividends and securities i sold while i was in illinois. Can we file married filing jointly in both states? Does illinois allow that? My wife clearly no income in illinois and turbotax asked me what part of our total gross income is attributable to illinois to which i selected 0.
