WWCOJD - tax question

Maybe you can convice the IRS that your residency started the day you changed your BT name to PA-trimama. 

Brian

TX- 0.0% Income tax rate
PA- 3.something% tax rate

I think you become a resident of Pennsylvania whenever they catch you years from now.

*******This is not real investment/tax advice. Meant for humor only. Don't sue me, or my employer**********

Ok, I see that logic - but using that would have us claim residency in June 29 as that is when the company paid to have our house packed and moved. 

Always better to be audit free so I'll go with May 5 date....

When did you establish your permanent residence (Moved into a house or apartment) in PA?  Not when you signed papers for a lease/purchase, not when you moved out of Texas, not when he first started working in PA.  That's the easiest date to defend as legitimate and may be before or after you moved out of Texas.  (So if he moved into your new home June 5th, that'd be the date even if you and the kids weren't there.  Him living temporarily in a hotel or apartment wouldn't normally be your date of residence even if he's working there. ) 

There can be income tax implications as well as in-state tuition for you and/or the kids depending on the date.  I know in Indiana, we were not considered "residents" (from an in-state tuition perspective) until we'd been in the state permanently for a year but we owed taxes as a resident from the first day. 

McFuzz that even confuses things more.  he lived in a motorhome from May 5 until Spet. 3 - just a camp ground fee.  I + kids lived in TX house until closing on June 29th and then lived with my parents until we closed on house Sept. 4 - rent free. 

We considered ourselves permenant when we closed on new house.  That's what we used for changing drivers ID.  Actually, under PA law tat was the earliest could could get a drivers ID because we had bills in hand to prove we lived here - which is what state law required - we coudn't do it with our camp ground fee nor parents attesting to our living with them.  PA wants BILLS in hand to prove our residency.   

Ummmm... maybe that's it.  we couldn't get PA drivers ID until we had house in our name with bills to go with it. (light bulb flashing moment) 

First thought - do taxes explain "resident" in one of the instructional booklets?  I would look for that, and failing that i would call a tax help line in your state.  My instinct is the date you moved.

People live in one state, and work in another, all the time.  Especially in areas like the East where the states are so small.  It must have something to do with your residence.  If someone lived in New Jersey, but commutes to work in Philly every day, they still are residents of NJ.  Your husband's work starting date is meaningless in that regard.

However, he will certainly have to file taxes in the new state from that time period on.

http://www.taxloopholes.com/connect/blog/diane-kennedy/2009/07/live-one-state-amp-work-anothe

I say as soon as he started his job - PA.  It is not about residency but about tax base.

We had to file and pay some CA taxes, because D worked there (living in hotels) for a few months.

A homeless person who works still has a tax base wherever the employment is, if not a home.

Probably...now good luck trying to collect a refund of income taxes paid between May 5 and Sept. 3 because Texas doesn't have income tax and Pennsylvania does. 

Adjacent states often have reciprocity agreements for someone living in one and working in another, but Texas and Pennsylvania are too far apart to expect that.  Bootygirl has a point that even a "homeless" person can be subject to income taxes, but the key difference there is that you had another residence for some of the overlapping time.  You can legitimately argue that PA didn't consider you a resident during that time since you were unable to obtain a valid PA driver's license without a permanent PA address. 

from that link:

"This past week I got a question at the First Class Lounge Forum from a lady who lived in FL and worked as an Independent Contractor part time for a CA business and full-time for a business in FL.

She was surprised to get a notice from CA claiming she owed taxes.

I gave her the simple “it depends” answer and then got to work finding out what it really depends on these days.

If you work as an employee (not an independent contractor), the answer, sadly, is pretty simple. If she was a W-2 employee, she would owe the CA taxes. FL doesn’t have a state income tax, so she isn’t stuck like some state residents who end up paying both the tax to the state they live in and the state they work in."