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eanw
New Member

Moved from CA to AZ during 2024

I am married filing separately and worked in CA throughout 2024 until I moved to AZ in December when I retired.  All of  my wages were earned in CA but I received my first pension check and did a 457 withdrawal in December after moving to AZ.  Should I file as a CA resident or a part-time resident of CA and AZ and which sources of income are taxed in each state in this case?

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1 Reply
SharonD007
Employee Tax Expert

Moved from CA to AZ during 2024

No, you won't file as a CA resident.  You will file as a part-year CA resident and part-year AZ resident. TurboTax will guide you through allocating your income when you move from one state to another during the year. When you are preparing your part-year resident tax returns, you will allocate your income to the state that you were a resident of when you received it. 

 

If you've already entered your personal information, review your entries to help ensure that TurboTax will help you create the correct part-year tax returns. 

 

  1. Open TurboTax and select My Info
  2. Personal profile summary screen will pop up
  3. Select Revisit by your address
  4. Scroll through the screens to help ensure that you have the correct answers for your state of residence and choose that you live in another state. A new section will appear asking for your previous state of residence. Select the other state that you live in.
  5. Scroll down to Other State Income and select Edit
  6. Check your answer for Did you make money in any other states? Answer the questions and select Continue.

After you complete your federal tax return and you move to the State Taxes sections, both of your part-year state returns will be listed.  Prepare the state that you moved from first, then the state that you live in.

 

Please visit this TurboTax Help articles How do I file a part-year state return? and How do I allocate (split) income for a part-year state return? for further explanation.

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