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June 1, 2019
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Why does my state refund change when I switch the state I am a resident in? For example, from Hawaii to California?

  • June 1, 2019
  • 1 reply
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my husband is in the military so I can use his home base as my permanent resident state or I accept the state we are currently stationed in now.
Best answer by JohnC11

This is something that you and your spouse's Wisdom, Experience, and Exploration can only provide.  I can only provide example of how I've had to approach this same issue, I served as well with multiple Stateside locations as a Service Member.

Different States have different tax rates, as well as varying standards regarding what consumers are responsible for that's specific to that State.  Education, minor dependents, and other things may provide opportunities in some States that other States don't offer to their residents.

I recommend any consumer with the choice and opportunity of changing their residency due to themselves or a Service Member spouse consider the following:

  • What will my State Return outcome at the end of the year be in State A or State B, under my current conditions?
  • What will my State Return outcome at the end of the year be in State A or State B, if my conditions change short term?
  • What will my State Return outcome at the end of the year be in State A or State B, if my conditions change long term?
  • What benefits does Residency as a Citizen afford in State A versus State B?
  • Will I irrevocably lose any benefits by changing Residency now, or in the future?
  • Will I lose out on any potential benefits by not switching to another State, if they have

You're on the right track seeking advice regarding this.  I encourage you discuss and share this with your spouse, for you to understand your options.

I'm very pleased and proud to serve you both, as he serves as I had.  Thank you so much for this opportunity.

We're here to help.

1 reply

JohnC11Answer
June 1, 2019

This is something that you and your spouse's Wisdom, Experience, and Exploration can only provide.  I can only provide example of how I've had to approach this same issue, I served as well with multiple Stateside locations as a Service Member.

Different States have different tax rates, as well as varying standards regarding what consumers are responsible for that's specific to that State.  Education, minor dependents, and other things may provide opportunities in some States that other States don't offer to their residents.

I recommend any consumer with the choice and opportunity of changing their residency due to themselves or a Service Member spouse consider the following:

  • What will my State Return outcome at the end of the year be in State A or State B, under my current conditions?
  • What will my State Return outcome at the end of the year be in State A or State B, if my conditions change short term?
  • What will my State Return outcome at the end of the year be in State A or State B, if my conditions change long term?
  • What benefits does Residency as a Citizen afford in State A versus State B?
  • Will I irrevocably lose any benefits by changing Residency now, or in the future?
  • Will I lose out on any potential benefits by not switching to another State, if they have

You're on the right track seeking advice regarding this.  I encourage you discuss and share this with your spouse, for you to understand your options.

I'm very pleased and proud to serve you both, as he serves as I had.  Thank you so much for this opportunity.

We're here to help.