Multi-State Income Allocation Agent

A client moves in June, works remotely for an employer in a third state and has rental income in a fourth. Each state has its own residency tests, sourcing rules and credits for tax paid elsewhere, and a wrong split means overpaid tax or a notice later. This agent reads the client's income sources, the days worked in each state, the dates of moves and the documents that show residency, such as leases and driver licenses. For each state it applies the residency and sourcing rules to allocate every income item, then computes the tax and the credit for taxes paid to other states. It compares the states against each other to catch income taxed twice or not at all. When a new document arrives, it reruns the allocation. The advisor approves the filing plan. Edge case: a state taxes by where the employer is, not where the work was done.