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Level 2
posted Jul 28, 2021 1:46:14 PM

Moving to new state

We’re moving to Arizona from Ca, how does this change our tax filing next year?

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6 Replies
Employee Tax & Finance Expert
Jul 28, 2021 1:58:31 PM

Good question!

 

In addition to your federal return, you will need to file two state returns, a part-year resident return for CA and a part-year resident return for AZ.  The income you earned while you were a resident in CA will be taxed in CA and the income you earned while living in AZ will be taxed in AZ.

Expert Alumni
Jul 28, 2021 2:01:56 PM

Hello!

 

Congrats on the move! 

You will also most likely need to file a part-year return for each state you lived in: https://ttlc.intuit.com/community/state-taxes/help/how-do-i-file-a-part-year-state-return/00/26057

The above link gives instructions for the process for this.  

You also may have a  new state income tax rate for Arizona so be aware of that.  The program will calculate this for you.

Also, when filing a part-year state return, you need to allocate the income for when you were in each state.  This link has some helpful information on that; https://ttlc.intuit.com/community/income/help/how-do-i-allocate-split-income-for-a-part-year-state-return/00/26556

Hope this helps!

 

 

 

 

Level 2
Jul 28, 2021 2:38:29 PM

Is the Ca Moving Expenses Deduction aplicable even if we’re moving OUT of California ?

Expert Alumni
Jul 28, 2021 2:43:07 PM

No it is not! Sorry about that!  I edited my response.

Level 2
Jul 28, 2021 2:52:23 PM

Noted. No worries, just wanted to be sure. Thank you!

Expert Alumni
Jul 28, 2021 2:53:21 PM

No problem!  Have a wonderful day!