turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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

Two states, California and Massachusetts. When filling out the CA info I had to touch every transaction, but I cannot discover how to go back to redo some (most) of those edits.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MayaD
Expert Alumni

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?

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies