EJN
Level 1

client moved to florida mid year with no earned income except interest and dividends.

 

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George4Tacks
Level 15

Interest and dividends are not properly called "earned" income.

For each entry use Ctrl + E and put the appropriate state in the right hand column. A bit of research on your part may save you paying to file for FL. If you don't need to file for FL, use US for the other state.

There is a good article on wages, https://proconnect.intuit.com/community/help-articles/help/allocating-w-2-wages-and-withholdings-for... apply the same principal for interest and dividend.


Here's wishing you many Happy Returns

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Accountant-Man
Level 12

It's not a non-resident PA; it's a part-year PA. And I would allocate by dates the income was received.

** I'm still a champion... of the world! Even without The Lounge.
EJN
Level 1

Thanks George.....great answer 

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