P/Y State Portions of Additions and Subtractions

[1isa]

I get this question on one state (primary residence for 75% of the year) but not the other (AZ).  Do I use the same P/Y allocation method for these amounts that is used to allocate income?  I'm confused.  Happy to provide more context as needed.

[DMarkM1]

Basically yes.  Depending on what the additions and subtractions are if you can tie them to CO or AZ you would do so.  If the item is something that was spread over both states you would need to allocate proportionally.  Normally these adjustments are from schedule 1 of the form 1040.  You can click the "learn more" hyperlinks for more information as well.

To view the form 1040 and schedules in online TurboTax products:

1. "Tax Tools" in the left hand menu

2. "Tools"

3. "View Tax Summary" in the main screen

4. "Preview my 1040" in the left hand menu

In desktop products you can use the "Form View" function.

[AmyC]

If you click on the Learn More button it will tell you what items generate the numbers. For example: The subtractions could be from a pension or annuity. In that case, if you receive a monthly pension check, you would enter the amount received while in CO. If it was a lump sum distribution from a retirement plan, then you would put it all in the correct state.

Arizona does ask about income and let's you enter the AZ amount. Make sure you are using part-year residency to see those questions and make the allocations.