Splitting Retirement Income between states

[davejaggers]

I have income from retirement accounts from two states: Florida with no state income tax and North Carolina which does have an income tax.  I spent the first quarter of the year in Florida, but many reports show one state or the other for the state distribution.  How do I ensure that the split is correct for my federal tax and that I only pay what I owe in North Carolina taxes?

[DMarkM1 · Accepted solution]

In the NC income allocation section you will allocate only the part of your retirement income received during your residency in NC.  

Divide the number of payments received while in NC by the total number of payments and multiply that percentage times the total distribution shown on your 1099-R.