How do I prorate 1099 INT/DIV

[dhruvS]

Hello, So this is a new situation for me. I started 2019 in CA, moved to KS on Mayy 01 for work for 7 months and then back to CA on 11/30, before end of 2019. I will file for Federal and both the state taxes. Most of the income part is already broken down on my W2. But for investment income and dividends, I am a bit confused. Do I have to calculate the dividend payments manually for the dates I was out of CA and consider that as part of KS amount? Also, how do I provide the monthly statements from my brokerage? Also, some ETF's do quarterly distributions. How should those be split?

I started filing using TurboTax and now I am stuck :(

Also, I always was going to return to CA, so did not have to or wanted to change Drivers license. Only the address on bank accounts, employer for payroll was updated.

[Anonymous]

by dates would be the most correct way.  so if you received a dividend or sold a stock (trade date) while residing in Ca that would be Ca income.  the same would follow for Ks. 

as a practical matter, when I worked for CPA firms,  where small amounts were involved we prorated based on days.    however, if a taxpayer got large dividends in December which is common for mutual and other funds

and the total investment income is significant we went by dates.