SkiGirl
Level 2

Agreed.  Unfortunately, this was not a clean move.  Clients bought a NJ lake house in March with the intention of it just being a summer house, started living in the house in May but decided in June to live there full time.  Registered to vote, registered their cars and got a new dog license in June and July, but didn't move the rest of their belongings from NY until the end of September which is when they listed the NY residence for sale.  I will deal with the overlapping residency period and then after tax season strongly suggest to Intuit that the 1099-B worksheet have the ability to sort the transactions by date.

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