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New Member
posted Jun 4, 2019 11:25:47 PM

Which state taxes my relocation lump sum?

I received a lump sum reimbursement for non tax deductible moving expenses of around $15000 from my company. I received the lump sum two weeks before establishing residency in my new state, but my company paid the state income taxes on the lump sum to the state I was moving to even though I had not yet established residency in that state yet. Do I back out all of the income from my new state and report the lump sum to the state of residency at the time of the lump sum, or do I leave it as is reflected on my W2?

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New Member
Jun 4, 2019 11:25:48 PM

The reimbursement should be reported to the state you moved to., as currently reflected on your Form W-2. 

As a practical matter, you wouldn't have received the reimbursement if you hadn't relocated to another state. It is therefore appropriate to attribute ("source") this income to the new state because you wouldn't have received it if there hadn't been a "new" state. 

1 Replies
New Member
Jun 4, 2019 11:25:48 PM

The reimbursement should be reported to the state you moved to., as currently reflected on your Form W-2. 

As a practical matter, you wouldn't have received the reimbursement if you hadn't relocated to another state. It is therefore appropriate to attribute ("source") this income to the new state because you wouldn't have received it if there hadn't been a "new" state.