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.

pspiker71
Returning Member

I moved in 2022, and Turbotax lists several possible events as the date I became a resident in the new state. Do I just pick the most advantageous option?

examples:  "The date you choose as the first day of residency can coincide with one of the following events:
 - You or your spouse arrived in the state or country
 - Your belongings arrived
 - You or your spouse started work
 - You started renting your new place
 - You purchased your new home
 - You or a family member enrolled in school
 - You or your spouse registered to vote
 - You or your spouse applied for a state driver's license"
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
BillM223
Expert Alumni

I moved in 2022, and Turbotax lists several possible events as the date I became a resident in the new state. Do I just pick the most advantageous option?

"Do I just pick the most advantageous option?" No, you pick the options that you can best defend if you are ever audited.

 

It's clear that there is often not a sharp dividing line between living one place or another, and all the items above are factors in determining the date you become a resident.

 

But you might consider this: when did you have a new postal address at which you would be able to receive mail, and when did you tell others that you had moved (i.e., friends, credit card companies, etc.)? So the question of renting vs buying and a number of other questions become irrelevant. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
TomD8
Level 15

I moved in 2022, and Turbotax lists several possible events as the date I became a resident in the new state. Do I just pick the most advantageous option?

For tax purposes, virtually all states define residency on the basis of domicile or statute.

 

You generally become a resident of a new state on the day you begin living in it with the intent of making it your new domicile - your main, primary home.  Since you can only have one domicile at a time, establishment of a new domicile implies that you have abandoned your previous state of domicile.  As soon as you are domiciled in a new state, for tax purposes you are a resident.

 

Additionally most states have rules that consider you a resident for tax purposes even if the state is not your domicile, but you lived in it more than half of the tax year.  This is called statutory residency.  It is rare but theoretically possible to be a domiciliary resident of one state and a statutory resident of another.  You are always a resident of your domiciliary state.

 

Most of your listed options do not appear in state laws regarding residency.  No state requires home ownership or home rental to define a resident.  (Think of a teenager who lives with parents and neither owns nor rents.)  Date of drivers license or voter registration is irrelevant because some people fail to obtain these things until weeks or even months after moving to the new state.  The same concept applies to your belongings' arrival or the start date of school or work.   These things too may not occur until weeks after you've begun living in the new state.  

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
pspiker71
Returning Member

I moved in 2022, and Turbotax lists several possible events as the date I became a resident in the new state. Do I just pick the most advantageous option?

Thank you

pspiker71
Returning Member

I moved in 2022, and Turbotax lists several possible events as the date I became a resident in the new state. Do I just pick the most advantageous option?

Thank you

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question