Hope someone could help me. I used TurboTax last year and didn't have problems. This year is a bit dicey though.
Moved to TX in August 07 for grad school. Did a CA 540EZ form for 2007 and got a tax refund for the job (taxes overpaid) I worked in CA. Here is what the 1031 form (residency determination) says:
The underlying theory of residency is that you are a resident of the place where you have the closest connections.
The following list shows some of the factors you can use to help determine your residency status. Since your residence is usually the place where you have the closest ties, you should compare your ties to California
with your ties elsewhere. In using these factors, it is the strength of your ties, not just the number of ties, that determines your residency.
Factors to consider are as follows: (I'll list the situations after each bullet)
? Amount of time you spend in California versus amount of time you spend outside California.
I live in TX and only visit CA (probably less than 2 weeks total).
? Location of your spouse/RDP and children.
Don't have a spouse
? Location of your principal residence.
I live in TX
? State that issued your driver?s license.
? State where your vehicles are registered.
I maintain my CA DL and car registration, although my dad's name is on the title for both of the cars (I should say his name is on my car's title and my name is on one of the other cars' title).
? State in which you maintain your professional licenses.
I have a CA EIT (engineer in training) certificate but that's not really a "professional license" (I don't have to pay dues on it).
? State in which you are registered to vote.
I maintain my CA voter registration.
? Location of the banks where you maintain accounts.
All my bank accounts have TX address on file.
? The origination point of your financial transactions.
I'd say that's TX as well.
? Location of your medical professionals and other healthcare providers (doctors, dentists etc.), accountants, and attorneys.
I use the student health center here the most, does that count as TX?
? Location of your social ties, such as your place of worship, professional
associations, or social and country clubs of which you are a member.
Probably TX.
? Location of your real property and investments.
I have some stocks (which are pretty worthless now). What would that be?
? Permanence of your work assignments in California.
No work assignments in CA.
So what do y'all think? I'll probably end up asking an accountant but if there is someone in a similar situation who could give me some advice that would be great!
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I believe you know my response alphatarget1!
Zim Hosein
Off Topic Moderator.
Moved to TX in August 07 for grad school. Did a CA 540EZ form for 2007 and got a tax refund for the job (taxes overpaid) I worked in CA. Here is what the 1031 form (residency determination) says:
The underlying theory of residency is that you are a resident of the place where you have the closest connections.
The following list shows some of the factors you can use to help determine your residency status. Since your residence is usually the place where you have the closest ties, you should compare your ties to California
with your ties elsewhere. In using these factors, it is the strength of your ties, not just the number of ties, that determines your residency.
Factors to consider are as follows: (I'll list the situations after each bullet)
? Amount of time you spend in California versus amount of time you spend outside California.
I live in TX and only visit CA (probably less than 2 weeks total).
? Location of your spouse/RDP and children.
Don't have a spouse
? Location of your principal residence.
I live in TX
? State that issued your driver?s license.
? State where your vehicles are registered.
I maintain my CA DL and car registration, although my dad's name is on the title for both of the cars (I should say his name is on my car's title and my name is on one of the other cars' title).
? State in which you maintain your professional licenses.
I have a CA EIT (engineer in training) certificate but that's not really a "professional license" (I don't have to pay dues on it).
? State in which you are registered to vote.
I maintain my CA voter registration.
? Location of the banks where you maintain accounts.
All my bank accounts have TX address on file.
? The origination point of your financial transactions.
I'd say that's TX as well.
? Location of your medical professionals and other healthcare providers (doctors, dentists etc.), accountants, and attorneys.
I use the student health center here the most, does that count as TX?
? Location of your social ties, such as your place of worship, professional
associations, or social and country clubs of which you are a member.
Probably TX.
? Location of your real property and investments.
I have some stocks (which are pretty worthless now). What would that be?
? Permanence of your work assignments in California.
No work assignments in CA.
So what do y'all think? I'll probably end up asking an accountant but if there is someone in a similar situation who could give me some advice that would be great!
---
I believe you know my response alphatarget1!
Zim Hosein
Off Topic Moderator.
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