jzellman
Level 1
‎04-11-2023 12:46 PM

Client moved from MD to PA in middle of year and has cap gains and dividends that do not allocate between the 2 states.  The gross amount is shown in both states.  

 

I did both the Part Year Resident State Allocation Worksheet and

Part X! - Part Year and Non Resident State Return Filing Information Only

 

TY

 

0 Cheers
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IntuitRichard
Employee
Employee
‎04-13-2023 01:06 PM

You should be able to allocate these amounts on the Part Year Resident State Allocation worksheet and then the amounts will flow to the state returns.  If this is not working correctly, I would recommend contact ProSeries Technical Support for additional troubleshooting. 

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Skylane
Level 11
Level 11
‎04-13-2023 09:56 PM

Each PY state return will have allocation worksheets for you to allocate the income 

If at first you don’t succeed…..find a workaround
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