Multiple Life Events

Hi there -

 

My family and I have experienced a number of life events this year, including:

- Started a new job in Michigan (previously employed in Indiana)

- Sold a home in Indiana

- Bought a home in Michigan

 

Between these changes, being taxed on income by both Indiana and Michigan for an overlapping period, and managing the rollover of finances (e.g. 401K, HSA, etc), want to make sure I understand all the tax implications and any nuances I need to take into consideration when filing this year.

 

Thank you!

 

- Paul