I moved to another state mid year. What will TurbuTax do for me in sorting out my income and deductions? It looks like TurboTax is putting all my income into one state.

[kevin7]

I moved from South Carolina to Virginia midyear. Nearly all of my income is social security and investments (I imported most of that detail).

Turbotax seems to be showing all my income in the former state, and none in the latter. It is asking me some questions about Virginia, but putting numbers in there doesn't seen to reduce my South Carolina income. It's asking nothing about South Carolina beyond the date I moved.

My basic question is now much will TurboTax sort out and whether I have to make spreadsheets and manually enter most of the information particularly the 1099-B stuff. 

Also, how to I allocate the charitable contributions which are entered in TT without dates?

[MarilynG]

Preparing two Part-Year Resident state returns can be tricky.  With unearned income, the easiest way is to Allocate according to % of year lived in each state.  

For instance, if you lived 60% of the year in South Carolina and 40% in Virginia, divide your totals in each category (such as social security and investments) by that % and enter that amount for each state. 

You don't need to re-enter all the 1099-B detail; just overall totals allocated for each state.  If you had a long-term loss, or a short-term gain, as a bottom line on your Federal return, for example, use that amount for your allocation. 

This can apply to your Total Charitable Contributions, too. You could allocate the total between states, and use December 31 as a date. 

In FORMS mode, you can make your entries directly onto the individual forms. 

Here's more detailed info on Allocating for Part-Year Residents:

https://ttlc.intuit.com/replies/4777389