Hi, @marcmoore !
- Based on my understanding of your situation, you will need to file a part-year resident return for California. No reason that I can see why you would not be able to e-file this when the time comes.
- Remember, Florida does not have an income tax, so you will not need to file a return there.
- You cannot deduct moving expenses on your Federal return, but may be able to on your California return.
- You will need copies of all of your tax forms, e.g. W-2, 1098, etc. Additionally, you will want to keep documentation of your moving expenses, though you won't need to submit this with your tax return, only the amounts.
- Also retain your closing documents for the purchase of the house. Though you won't need those now, they may come into play if you ever sell the home. Additionally, confirm that your wife's employer is aware of the move, and has stopped withholding California tax.
Hope this helps!
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
