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Video: Tax Prep Checklist For Moving Between States

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2017 • March 5, 2024 8:53 PM
OVERVIEW

Moving to a new state could mean you're eligible for certain tax deductions. Find out how to approach your taxes during this special situation.

TABLE OF CONTENTS

Beginning in 2018, moving expenses are no longer deductible for federal taxes except for military personnel moving under military orders. Some states, California for example, continue to provide this deduction.

Video transcript:

Hello, I’m Adrienne from TurboTax with an easy tax prep checklist you can use if you’re moving between states.

Number one on our checklist: Find out if the state you’re moving to collects personal income taxes and what those rates are.

Number two: Income you make from pensions, interest and dividends on your investments, is taxable by the state where you live as a permanent resident. So a portion of your income might be taxable in each state if you move in the middle of the year.

If you still have a bank account in your old state, only your new state will expect you to pay tax on your investment income, so you shouldn’t be taxed twice.

Number three: If you have rental property or business in your old state, expect to file a return for both states. If the rental or business income is taxable by your old state, your new state should give you a credit for the amount of tax you paid.

Number four: Just because an investment you made in your old state was tax-exempt, you can’t assume it will be tax-exempt in your new state because each state has different rules.

And number five on the checklist: Keep all moving expense receipts. If you are moving because of work, those expenses may be tax deductible.

For more tips and information to help you get your taxes done smarter, visit TurboTax.com.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

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~37% of filers qualify. Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).

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Taxes and moving to a new stateHow Are My State Taxes Spent?Multiple States - Where To FileWhat Are State Income Taxes?Multiple States—Figuring What's Owed When You Live and Work in More Than One State

The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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