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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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