If I moved from one state to another which state return should I prepare first?

Forum|Forum|3 years ago
February 14, 2023
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ErnieS0

Level 15

It depends on whether you keep working in your old state.

If you lived and worked in your old state and then got a new job in your new state, it doesn’t matter which you do first. Most people like to prepare the states in order. It’s usually easier to make adjustments that way. For example, if you have interest, dividends, or stock sales, those will have to be divided according to whether you received that income in your old or new state.

If you moved to a new state but kept commuting back to your old state to work at your old job, then prepare your old state return first, because you’ll be double taxed on income earned while living in your new state.

Your new state will give you credit but you'll need to complete your old state return first to get the tax.

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jjgiuseffiAuthor

Level 2

Thanks for your reply. I am retired, so the "work" thing does not apply. I did,however, have interest, dividends and sales of securities spanning both states so I will do the original state first. Thanks again for your quick and informative reply.