Reporting dividends, interest and capital gains in a state with income tax

[koralcem]

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.

[cap396]

We moved from North Carolina to Florida this year.  According to the tax instructions for North Carolina, we pay on the income received while a resident.  We moved August 18, so all dividends, interest, and capital gains received August 18 and earlier get included as the portion received while a North Carolina resident, but the dividends, interest, and capital gains received after August 18 do not get included.  I went back to our brokerage statements to see what received before and after August 18.

(At least that's how I am interpreting the tax instructions: "In Column B, enter the amount of Column A received from North
Carolina sources or income received while a resident of North Carolina".  Somebody please tell me if I'm not interpreting this correctly).

I'm not sure if Oregon works the same way as North Carolina, but it sounds like Turbo Tax is treating it the same way.  Unfortunately, if you own funds that pay out the dividends at the end of the year, and you were in Oregon on that day, then I think you end up counting the full amount of the end-of-year dividend payout toward Oregon.

But I'm no expert.  I'm hoping others with chime in here.