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jzellman
Level 3
April 11, 2023
Question

Part Year Residents MD/PA

  • April 11, 2023
  • 1 reply
  • 10 views

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

 

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1 reply

I
IntuitRichardEmployee
Employee
April 13, 2023

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. 

    Skylane
    SkylaneIntuit Community Champion
    Intuit Community Champion
    April 14, 2023

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

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