State Tax Return
Posted: Sat Nov 19, 2016 11:58 am
I need some help with a tax situation. Not looking for any legal advice, just more of a wwyd.
First some back ground information. From 2010-2015, I had a job that required frequent and long travel (up to 30 days at a time, 270+ days a year). I was in my mid 20s and was single. From 2010-January 1, 2013, I lived with my parents (to save money) in State A. At the end of 2012, I received an offer to transfer to State B, a location I was quite fond of. I had a bit of flexibility in moving dates (anytime over a three month period) and ironically enough thought it would be easiest to make the switch at the end of the year to avoid multiple state tax filings. I got an apartment beginning Jan 2, 2013 (the 1st is a holiday) in State B and by the end of January 2013, had updated my drivers license, car registration, and professional licenses to state B and I thought all the legal addresses of my financial accounts. Due to the long term and frequent traveling, I left the mailing address for my accounts at my parents house in State A. I didn't want financial information that may require immediate attention unattended while I was traveling for work. At no time did my work traveling take me back to state A after I moved. My only time back there has been holidays visiting my family.
Just this past week, I received a call from my parents that state A has sent a letter of tax enforcement stating I owe money from dividend and stock sales/transfers for 2013. I filed both federal and state (B) tax returns for 2013 reporting my w-2 and investment income. If it matters, state B has a higher state tax than state A.In addition, my w-2 shows all income for 2013 as reportable to state B. It is only investment income that State A is wanting to collect. I plan to call state A on Monday to find out what they need from me.
My question is, can I make a case for state residency in state B for the year if I used my parents address in State A as a mailing address for important financial mailings? Will I need to refile my 2013 taxes with States A and B, changing the income from State B or A? Will I owe taxes to both states?
First some back ground information. From 2010-2015, I had a job that required frequent and long travel (up to 30 days at a time, 270+ days a year). I was in my mid 20s and was single. From 2010-January 1, 2013, I lived with my parents (to save money) in State A. At the end of 2012, I received an offer to transfer to State B, a location I was quite fond of. I had a bit of flexibility in moving dates (anytime over a three month period) and ironically enough thought it would be easiest to make the switch at the end of the year to avoid multiple state tax filings. I got an apartment beginning Jan 2, 2013 (the 1st is a holiday) in State B and by the end of January 2013, had updated my drivers license, car registration, and professional licenses to state B and I thought all the legal addresses of my financial accounts. Due to the long term and frequent traveling, I left the mailing address for my accounts at my parents house in State A. I didn't want financial information that may require immediate attention unattended while I was traveling for work. At no time did my work traveling take me back to state A after I moved. My only time back there has been holidays visiting my family.
Just this past week, I received a call from my parents that state A has sent a letter of tax enforcement stating I owe money from dividend and stock sales/transfers for 2013. I filed both federal and state (B) tax returns for 2013 reporting my w-2 and investment income. If it matters, state B has a higher state tax than state A.In addition, my w-2 shows all income for 2013 as reportable to state B. It is only investment income that State A is wanting to collect. I plan to call state A on Monday to find out what they need from me.
My question is, can I make a case for state residency in state B for the year if I used my parents address in State A as a mailing address for important financial mailings? Will I need to refile my 2013 taxes with States A and B, changing the income from State B or A? Will I owe taxes to both states?