I moved from NH to OR in 2017. I sold NH residence in JUL17 and closed on OR residence in AUG.
I assumed that since I was a NH resident for a majority of the year, I would file only in NH for 2017.
After researching the documents for both states, it appears that both states require me to file.
I am retired and have NO earned income. Only SS and investment income. I am a DIYer and do not use a tax pro.
What are the rules?
Being required to file in both states seems unfair.
Moved But Which State to File In?
Re: Moved But Which State to File In?
You probably will file a part time return for both states.
Re: Moved But Which State to File In?
Each state will have its own rules on how to file part years. If you look in the instruction book that each state provides or on their respective web site it will probably lead you to the answer.
I regularly get people who have moved from Delaware to Maryland in the middle of the year and we file part year returns for each state. So they end up filing Fed+MD+DE; but this is also true for people who live in MD the full year and work in DE - they file a full return for MD and a non-resident return for DE.
I regularly get people who have moved from Delaware to Maryland in the middle of the year and we file part year returns for each state. So they end up filing Fed+MD+DE; but this is also true for people who live in MD the full year and work in DE - they file a full return for MD and a non-resident return for DE.
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Re: Moved But Which State to File In?
AND, both SS income and investment income are taxable.
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Re: Moved But Which State to File In?
It sounds as if you were a part year resident in both states and would need to file a part year return in each for 2017. It's more work but probably won't increase your taxes that much since you'll be splitting your income between them.
Re: Moved But Which State to File In?
In New Hampshire you file the regular return as a part-year resident and will pay taxes on a pro-rated share of interest/dividends (see here).jimcrawford01 wrote:What are the rules?
In Oregon you file a Part-year resident return OR-40-P (see here for 2016 forms and instructions). You will pay taxes on a pro-rated share of income.
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Re: Moved But Which State to File In?
Thanks for the responses.