How do I allocate pension and IRA distributions between two states?

[jayhawks1969]

Pension distribution is $14,000.  $10,000 to Iowa and $4,000 to Arizona

[garman22]

I dont work in PTO but is there a PY allocation worksheet within PTO?

@itonewbie can you help here? 

[itonewbie]

Assuming these are amounts taxable to your client as PY residents of IA and AZ, you'd make your input as follows:

• On the line for Taxable Amount, click on the + sign on the right of the input field;
• You'd create 3 entries in the pop-up box;
• Entry 1: Amount = 14,000; State = US; Source = N;
• Entry 2: Amount = 10,000; State = IA; Source = S; and
• Entry 3: Amount = 4,000; State = AZ; Source = S.

If your client was a resident of only one of the two states, however, the full amount should be taxable solely to that state.