Partial year resident

[dbuckeye7128]

Lived in MD 10 months prior to moving to DC. I am retired, have a small pension plus interest and dividend income. The pension portion is easy to figure. How do I determine interest and dividend income? Go back to monthly statements an total it up?

Thanks,

DB

[MarilynG1]

Yes, you can take your total annual interest and dividends and allocate it between Maryland and DC according to time you lived there.

Here's more info on Allocating Income for a Part-Year Resident and more instructions on How to File a Part-Year Resident Return. 

[dbuckeye7128]

Thank you.

I am going through my consolidated statements now, highlighting November and December amounts.

What about ordinary dividends vs qualified? Do they matter with state?

[AmyC]

No, just enter the dividends for that time period.