Hi folks,
We had some amount of dividends, interest and capital gains in 2018. We also moved from Washington state to Oregon state within 2018. Washington state didn't have a personal income tax but Oregon does. When doing our taxes via TurboTax, we got a screen that listed all our income amounts (wages, dividends, interest, capital gains) and asked us to specify "what portion of [the listed amounts] were earned while an Oregon resident or from Oregon sources". The "wages" row was already filled in, presumably because my employer already accounted for the move on my W2. But all the other rows were blank and up to us.
What, precisely, are they asking us to report? As far as I know income from dividends, interest and capital gains from index funds at Vanguard aren't associated with any specific state. Are we supposed to calculate the percentage of the year we were Oregon residents, and report that percentage of each category as have happened "while an Oregon resident"? Or should we look up the actual dates of each dividend, interest, etc. payment, add up the ones that happened after the move, and report that total? Or something else? I'd appreciate any input from others who might have been in the same situation.