Moving to a New State

If you've recently moved to another state or are planning to move, let's talk taxes.

 

New residents face a number of tax issues including:

• Multi-state filing in the year you move or if you maintain homes in both states

• Filing a final tax return in your old state

• Understanding the tax rules of your new state

• Avoiding residency audits if you left a high-tax state

• Changing property taxes and the impact on your itemized deductions

• For retirees, planning when to take Social Security and other retirement income
• Other changes to income and deductions that can change how you need to file and how much to pay during the year

 

Whether you're ready to file your tax return or are planning ahead, Forst Tax is here to help.