turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ztmirza
New Member

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Our only income was from my SS and a small pension throughout 2018.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
Hal_Al
Level 15

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Technically, you are required to file a part year resident return for both NY & OH. But, if you had no income, during your short time in OH, you will owe no OH tax and for simplicity  could consider just fling a full year NY return. You were not an OH resident, when you bought the house. You became a resident when you physically (and permanently) moved.

Also be aware that OH has both City and School District (SD) Income taxes. City taxes are only on earned income, but most SDs tax all income ( a few taxed only earned income).

To verify or find out if you live in a school district or city with an income tax enter your address at:

http://www.tax.ohio.gov/Individual/LocalTaxInformation.aspx

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Part time residency in both NY and Ohio.
ztmirza
New Member

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

Since we lived a greater part of the year (approx 210 days) in NY and still maintain an address there, what address should we enter on "My Info" page of the Fed return as well as the NY and OH returns? Thanks
Hal_Al
Level 15

If we bought a home in Ohio with cash in July after retirement but moved from NY to Ohio in Dec, how should we file?

You use your Ohio mailing address on all forms (Fed, NY, OH), because that's where you live now.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies