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Retirement tax questions
I want to confirm that sourcing the income between the two states is the correct method and that the credit option should not be used in the described situation.
If living as a part-year resident in two states and being fully witholded only in one state (as the address was not changed on the tax withholding), is it correct that the state income tax report should be based on actual dates of residency in each state?
In other words, should the amount withheld to the previous state after moving to a new state be refunded? (and should not be used as a credit to a new state)?
‎April 1, 2025
6:21 PM