Question

I lived in 3 states in 2024 (California, Illinois, and Nevada). The forms only allow you to note two states. Has anyone else run into this and how have you resolved it?

Forum|Forum|1 year ago
January 1, 2025
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It can depend on the details of your situation and how long you were in each state, and whether you actually worked in each state.

For instance, many times you can treat the intermediate state as being there temporarily as a non-resident.

For example...long time resident of CA, went to IL in June and worked for 3 Mos, then moved to Reno to work in September...where you remain. In this situation you indicate you "moved" from CA to NV in September, and you also worked in another state (IL). Then you'd prepare an IL non-resident tax return for that job, then prepare a part-year CA resident tax return where all income form Jan-to-Sep is CA taxable income, but you'd get a CA credit for taxes paid to IL to avoid double-taxation (IL Non-Resident must be prepared first).

But like I said.....details of when and where located, and where you worked can make a difference....like say, you moved to IL, and registered to vote in IL and voted in the Nov elections in IL , and only ended up in NV in Dec....would probably be handled differently as being in NV as a Non-resident (just for the end of 2024).

Or...if it gets too messy, go to a real professional tax preparer where you live now and let them handle it.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

J

jperlin18Author

Replied to the other message from @TomD8 with details. Thank you for providing some initial thoughts!

J

jperlin18Author

@jperlin18

I think my first example works best for you.

You treat IL as a temporary stay as a nonresident.

In the TTX software you indicate you moved from CA to NV at the end of June. That gets you CA part resident return for Jan-to-end of June (~1 Jul)

Then at the bottom of the Personal Info page you indicate IL as a state you also worked in. that should get you the IL non-resident tax return.

Your company should have withheld IL taxes for May to end of June, since that is where you were e working from (if you told them so). Then they would have stopped IL withholding as soon as you told them you were now living in NV for July onward.

IL taxes just the May-1July wages as IL Non-resident. CA taxes all income from Jan -to-1 July as part-year resident, with a credit for taxes paid to il for those IL wages. Then no taxes for the rest of the year.

Each state (CA and IL) may tax you using a tax rate based on your total-full year income, but each should ratio it down based on only the income received subject to taxation by those states.

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At least that's my take on how you should handle it

Awesome, thank you for all of the info and thoughts.