Solved
CLIENT CHANGED STATE AND HAS SUBSTANTIAL MUTUAL FUND DIVIDENDS AND CAPITAl GAINS.
Can I prorate the amounts based on move date, or must I split each in the dividend notice received?
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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
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