I moved in 2016. How does Turbotax split my investment income between two states? Does it use a moving date and apply it to the imported investment data?

[MichaelL1 · Accepted solution]

TurboTax does not allocate the Investment income between the two states.

You have to make the allocations (best you can) as to what was sold while in each state.  Sometimes it is easy as things were all sold in a month or two, and everything goes to one state, other times you have to do a rough allocation for sales made over the year.

There will be questions in the state area as what is State A income and what is State B income on the investment income (or loss).