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.

Eph24
New Member

Multiple states

Im currently a permanent resident in Texas (working/physically living) and still employed but planning to move next month (Nov 2024) to Maine and change my primary state of residency. Where will I file for my income tax? In Maine or in Texas since its almost the end of the year and I never went/worked in Maine this year? Thank you

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.

6 Replies
M-MTax
Level 11

Multiple states

Texas has no income tax......you don't have to file there. You could have to file a Maine return as a part year resident.

Multiple states

You will prepare a federal return, using the most current address for yourself so that the IRS will know where to mail you a letter or a check.    You do not have a state income tax in Texas, so nothing to file for TX.   If you live and work in Maine for part of the year in 2024, you will need to file a part-year resident state return in Maine and allocate the amount of income received while living/working in Maine.

 

https://ttlc.intuit.com/questions/1901227-how-do-i-file-a-part-year-state-return

 

https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year

 

https://ttlc.intuit.com/questions/2895983-how-do-i-allocate-split-income-for-a-part-year-state-retur...

 

https://ttlc.intuit.com/questions/1901267-which-states-don-t-have-income-tax

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

Multiple states

See the following on the Maine Revenue Services web site.


I did not live in Maine for the entire year. Do I have to file a return?


If you have no Maine-source income you do not have to file a Maine tax return. Any interest or other investment income, pension income, etc. that you receive, or that is credited to your account, after you move to Maine is Maine-source income. And, of course, if you do work in Maine at all before the end or the year, any money that you earn is Maine-source income.

 

Multiple states

Starting from the date you move to Maine, you are considered a Maine resident, and all your world-wide income is taxed proportionately.  Suppose the effective date is November 15, that means you lived in Maine 45 days, or 12.3% of the year.  That should mean that you will pay Maine tax on any wages earned while living in Maine (but not wages earned while living in Texas), plus you will pay Maine taxes on 12.3% of any other income (like interest, prizes, retirement withdrawals, and so on.)

 

Turbotax can do all this for you. 

TomD8
Level 15

Multiple states

"Starting from the date you move to Maine, you are considered a Maine resident, and all your world-wide income is taxed proportionately."

 

That's true only if your income is evenly spread throughout the year.

 

Once you become a Maine resident, all your income from that date forward is taxable by Maine.  For example, if you earn 30% of your income after becoming a Maine resident, then that 30% is taxable by Maine - even if you were a Maine resident only12.3% of the year.

 

 

 

 

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

Multiple states


@TomD8 wrote:

"Starting from the date you move to Maine, you are considered a Maine resident, and all your world-wide income is taxed proportionately."

 

That's true only if your income is evenly spread throughout the year.

 

Once you become a Maine resident, all your income from that date forward is taxable by Maine.  For example, if you earn 30% of your income after becoming a Maine resident, then that 30% is taxable by Maine - even if you were a Maine resident only12.3% of the year.

 

 

 

 


I slightly mis-read the link above.  It looked like Maine wanted to pro-rate some income but I mis-read it.

 

Income paid after the date you establish your Maine residence is Maine income.  You may need to manually make adjustments in Turbotax.  For example, if you made a withdrawal from an IRA, the 1099-R will only show the total for the year, it won't know how much you withdrew while living in Texas and how much in Maine, you will have to make that allocation on the tax return yourself. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies