How to File Taxes After Moving to a New State

Moving to a new state can be an awesome new adventure. Whether you are moving for a new job, to be closer to family, to retire, or for some other reason.

No matter what takes you to your new residence, you can’t forget about taxes.

Here’s what you need to know about filing taxes in your new state as you settle into your new routine.

Be Sure to Establish Residency in Your New State

Even if you haven’t sold your home or severed all ties with your previous hometown, you will need to make as many connections with your new residence as possible.

Be sure to change your mailing address
Get your driver’s license and voter registration in your new state
Register children for school (if applicable) in your new state
Move your personal belongings and family pets to your new home

This will help to prove that you have fully moved from the original state and are no longer subject to taxes there as a resident.

Cut Ties with Your Previous Jurisdiction

If you have a second home in another state or you are still working or doing business in your previous state, you may still qualify as a resident in that state for tax purposes.

If you still have ties in your previous state, make sure you understand the residency qualifications so that you can avoid any unexpected surprises at tax time.

Determine What Kind of Tax Return Is Required

Unless you moved on January 1st of the calendar year, you are likely – at a minimum – a part-year resident of each state.

This typically means that you will allocate your income, deductions, credits, and other tax items based on the number of days you lived in each state. You would file a part-year tax return in each state, unless the state that you are moving from or moving to does not have a state income tax requirement.

Check Your Eligibility for Tax Credits and Other Tax Benefits That You May Be Eligible for in Your New State

The forms that each taxpayer may use are consistent when completing your federal tax return. However, no two states are exactly alike when it comes to filing a tax return. Credits and other benefits that you may be eligible for in one state may not apply in another state.

You may find that you now qualify for special credits or other incentives not previously available to you.

Get Help from a Local Tax Professional

When it comes to doing your taxes, it’s best not to go it alone if you’re unsure of the steps to take when completing your tax forms.

We have years of experience when it comes to filling out the forms you need, and we can help you with things like tax planning and identifying tax credits and deductions that you might not be aware of. Our practice can also help you to avoid mistakes when completing your tax return that can result in costly interest and penalties. Contact us for more information.