How do I change capital gains allocation for a partial year return from allocate by date to allocate by residency percentage?

To make changes to your allocation:

1. Open your CA return.
2. On the screen Your 2023 California taxes are ready for us to check, scroll down and select Edit next to 
   Income and adjustments.
3. On the screen Income and adjustments, select continue. TurboTax will divide your income between CA and MA 
4. Continue and make the changes.

 

Allocate Unearned income such as interest, dividends, capital gains, social security, and IRA distributions to the state you were a resident of when you received it. 

For more information, select the type of income you need to allocate from the link below and follow the instructions:

How do I allocate (split) income for a part-year state return?