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Multi-State and Taxable Social Security

GraceNY
Level 2

How do you allocate the taxable social security amount shown on the federal between 2 states?

If I source it to US, the entire amount flows to both states.  If I source to one state, the entire amount goes to that one state and nothing to the other.  If I override the taxable amount and source it to one state, the federal return is now incorrect.

Thanks in advance for any input.

 

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2 Comments 2
capitaltaxesmt
Level 1

did you get this figured out?

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itonewbie
Level 15

Please refer to this post for articles you should read, if you haven't already.  In case you still have problems after following those instructions, please come back with more info about your entries:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-multi-state-pension...

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