Question

How do I properly file taxes if I lived in IL from January - June 2023 and then moved to California from June 2023 to present?

Forum|Forum|2 years ago
January 12, 2024
1 reply
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I don't want to end up owing California taxes if I file something incorrectly.

TurboTax Deluxe Online

you file two part-year returns. One for Illinois from 1/1 to 6/?/23 for all income earned while a resident and any other Illinois source income for the rest of the year like from rental property located in Illinois. For California from 6/?/2023 to the end of the year for all income earned while a resident and any California source income from 1/1 to 6/?/2023 like rental property located in California.

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If you lived inside of California during the tax year, you’re a part-year resident of California if you were a nonresident for some of the tax year. As a part-year resident, you pay California state tax on all income you received during the part of the tax year you were a resident of California, plus state income tax on income just from California sources while you were a nonresident.

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same rules for Illinois

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T

TomD8

Employee

In the Personal Info section of TT, enter CA as your State of Residence, and indicate that you also lived in IL. You became a legal resident of CA on the date you began living there with the intent of making it your new primary home.

Doing this will prompt the program to generate the correct tax forms for each state.

Then follow the directions in this TT help article:

How do I file a part-year state return? (intuit.com)

**Answers are correct to the best of my ability but do not constitute tax or legal advice.