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Author: pmarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121572  
Subject: Re: Two part-year state returns Date: 1/3/2002 8:58 PM
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Will those distributions (if any) be considered VA income (since the fund company thinks she's a VA resident) or MA income (since that's now her legal residence)?

They're income in the state where she resides when they're made.

And if anyone has any experience dealing with part-year returns for either MA or VA, I'd be glad to hear about it.

IIRC the VA form is the PY730. It's pretty straightforward. You allocate income (and exemptions and deductions) based on residence. Actual numbers, not ratios, are used.

Phil Marti
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