CLIENT CHANGED STATE AND HAS SUBSTANTIAL MUTUAL FUND DIVIDENDS AND CAPITAl GAINS.

[zandw619]

Can I prorate the amounts based on move date, or must I split each in the dividend notice received?

[ljr · Accepted solution]

the year end statement would have supporting documents for when paid,

most likely dividends would be 4 times a year and most capital gains are paid at year end

when did they move? hopefully sometime like 6/30 - LOL

then 50- 50 on dividends