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Old 03-08-2016, 08:40 PM
 
Location: Idaho
4,621 posts, read 4,460,757 times
Reputation: 9035

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Quote:
Originally Posted by Curmudgeon View Post
...By the way, two years ago California billed us for taxes, fees and interest, of course, for a few on-line purchases made in 2006 or '07. We left the state in '09. They're ruthless, I tell ya. Ruthless!
This whole thread is making me curious. I'm wondering how the state of CA can even find you. It's not like you have to tell them where you are going. My first, (and probably unreasonable), reaction is to say, "Come and get it . . . if you can find me."

I can understand how they might locate you that first year because most likely you'll have to file CA state income taxes, even if it is for only part of the year. After that, how would they know where you are?

- - -

p.s. One year, exactly, to the day, and I am indeed on my way to a new life of excitement and adventure outside this somewhat tarnished "Golden State".
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Old 03-08-2016, 09:10 PM
 
Location: SW MO
23,605 posts, read 31,471,910 times
Reputation: 29071
Quote:
Originally Posted by volosong View Post
This whole thread is making me curious. I'm wondering how the state of CA can even find you. It's not like you have to tell them where you are going. My first, (and probably unreasonable), reaction is to say, "Come and get it . . . if you can find me."

I can understand how they might locate you that first year because most likely you'll have to file CA state income taxes, even if it is for only part of the year. After that, how would they know where you are?

- - -

p.s. One year, exactly, to the day, and I am indeed on my way to a new life of excitement and adventure outside this somewhat tarnished "Golden State".
They probably found us through the IRS.
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Old 03-09-2016, 09:30 AM
 
11,975 posts, read 5,111,061 times
Reputation: 18714
Quote:
Originally Posted by volosong View Post
This whole thread is making me curious. I'm wondering how the state of CA can even find you. It's not like you have to tell them where you are going. My first, (and probably unreasonable), reaction is to say, "Come and get it . . . if you can find me."

I can understand how they might locate you that first year because most likely you'll have to file CA state income taxes, even if it is for only part of the year. After that, how would they know where you are?

- - -

p.s. One year, exactly, to the day, and I am indeed on my way to a new life of excitement and adventure outside this somewhat tarnished "Golden State".
They have ways. It's probably not very hard to do, including using the IRS and social security. They can do pretty much whatever they want as far as accessing public information.
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Old 03-09-2016, 10:09 AM
 
Location: Florida
4,359 posts, read 3,694,371 times
Reputation: 4085
Quote:
Originally Posted by lae60 View Post
hello,

I am hoping to get advice on how to cut all strings with California when I retire. I know that CA likes to follow its ex residents to extract taxes after they leave. SO I am hoping that those that have cut the strings can help me

I will be moving to TN, so will not be filing taxes there. I already have bought a home there and have registered one vehicle there, one that stays there.

When I next visit I will open a checking account there.

After I retire I will transfer my remaining checking/savings account to a branch in TN with the same bank. I will register to vote in TN, transfer the mailing addresses to all credit cards to TN, register the 2 remaining vehicles (as soon as they get to TN, may take a few weeks after retiring). I will also get a TN driver's license.

I hope to sell the CA house at the time I retire, but it may or may not sell fast enough for that to happen. Either way I will not be living in it.

The only thing that I would still have in CA is a financial manager for a trust fund (from my parents) that is invested in stocks and bonds. The mix is all over--international. domestic. I hate to think that having the FM in CA would make the profit from that CA taxable, would it? What if he avoided inverting in say bonds from CA and CA located entities? Do I need to find a FM in TN? I do like the one in CA and he has managed the trust for a few decades.

Also I have a CA issued teaching credential. I might tutor or volunteer in schools, and I homeschool my kids. Would that play into anything with CA?

Any recommendations? Basically I do not want CA to follow me and try to extract taxes for anything AFTER I leave. (And yes, I will pay income taxes as a part year resident for the year I leave...but I want that to end our relationship.)
I think you will be ok. You seem to be on top of the problem.
But the trust is a legal entity and will probably be a problem. Write to the trustee and ask about CA taxes and if they can move the trust to a state without state income taxes.

The FA in CA should not be a problem, but I would write him a letter and ask the question.Get the answer in writing. Note that you mentioned a CA trust. The trust will remain taxable in CA. The question is can the trust be moved to another state. I would think your FA could still manage it in another state as long as he was licensed in that state.

The CA teaching certification is not a tax problem as you can not use then in another state. Depending on what you do you may need to qualify in your new state for teaching but again there should be no CA tax problem.
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Old 03-10-2016, 06:57 PM
 
Location: Cochise county, AZ
4,964 posts, read 3,454,424 times
Reputation: 10479
Unless you are totally off the grid, they find you through your social security number, any credit cards you've used - anything with a number you are connected with.
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Old 03-10-2016, 07:12 PM
 
2,294 posts, read 1,559,623 times
Reputation: 2737
Quote:
Originally Posted by Escort Rider View Post
Glad to hear you're planning to leave. We have too many people here which is largest single negative about the place.
I left, too, after 35 years and escaping the confiscation of a hefty state income tax you guys won't have. I can think of about 300 negatives. I'd have to think about the "largest."

By the way happy as a clam in Sioux Falls , S.D. And the 30k a year I'm saving in retirement by the move doesn't even compare to the quality of life positives I've experienced since the move.

I'll admit, I'm gone some of the winter. You can do that when you're pocketing 30k plus extra on the same gross income.
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Old 03-10-2016, 07:18 PM
 
2,294 posts, read 1,559,623 times
Reputation: 2737
Quote:
Originally Posted by vladlensky View Post
I think this attitude you've expressed here would be accommodated very well in the vast majority of the US States with the possible exception of the NYC/DC/Boston metro areas and CA.

After growing up in Texas, Minnesota and now living in NY, parts of Europe (and hopefully eventually CA), I've come to realize that the higher COL in the form of taxes, subsidies, social programs and infrastructure spending are part of an ideological shift which people are going to either love or hate. Most of the suburbs in areas of the Midwest tend to be more autonomous in the sense that taxes are low, infrastructure spending is reduced and people are expected to exercise financial independence and self-reliance. People are more spread out and rely on one or more cars per family as a sign of independence. Public transit is usually poorly-funded and something seen as dangerous and/or relegated to the lower economic classes. Activities like walking and biking for transportation are seen as less desirable, so streets are designed lacking sidewalks or much thought given to pedestrian traffic.

Having now lived around NYC for some time, I've actually experienced a bit of an ideological shift to prefer a style of living which forces interaction through the lessened individual preference for cars vs. public transit (something of a necessity here), increased walking, biking and local infrastructure to support that, a well-funded, modern rail system (we're still working on that in NY) and a generally higher population density. One of the costs of this is a drastic increase in taxes, much of which goes to fund infrastructure and social program spending. At the same time, I can appreciate that this probably sounds like a nightmare to some, but for me it has actually resulted in a rather startling uptick in my QOL. At this point, given the choice between having a sprawling, suburban home in the Midwest versus a smaller domicile in a walk able, environment with good access to public transit and little reliance on driving, I'd pick the latter. Yeah, it shocked even me, but it's been hard to go back. Now I'm just saving up to move to the Bay Area in the next couple of years, we'll see...
Out of the frying pan into the fire? I lived in the Bay Area for 35 years. Glad I did for financial reasons. I don't miss it. Believe it or not, the grocery stores in Sioux Falls are much better than he ones in the Bay Area and there's hundreds of restaurants here with many rivaling anything you'd find in the Bay Area. Well, unless you want to spend $300 for dinner for two. Which I never did.

I'll spend the 30k I'm saving and travel to places like SF. In fact, I just got back from a month away. Where to next?? Hmm...
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Old 03-11-2016, 10:06 AM
Status: "0-0-2 start!" (set 15 days ago)
 
Location: The beautiful Rogue Valley, Oregon
7,290 posts, read 15,342,559 times
Reputation: 9468
Quote:
Originally Posted by V8 Vega View Post
I'd like to move to Medford in southern Oregon but Oregon is just a liberal screwed up as Calif. Screwy laws in Calif. aggravate me but its just as bad there, I complain about the cost of living here because of all our taxes, fees, and expenses because of stupid laws but its just as bad there.
I read City-Data daily and have learned a lot about all kinds of places.
You won't like it here any more than you like it there (politically speaking) AND you'll be complaining about the weather. Plus, the one single thing that Oregonians don't like about some ex-Californians is their need to talk about California (positive and negative) ALL THE TIME. (Sort of like the USC joke: how do you know someone went to USC? They'll tell you. Frequently. Except here substitute U of O.) Texas, Arkansas, much of the south would be much more your thing.

Last edited by PNW-type-gal; 03-11-2016 at 10:16 AM..
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Old 03-11-2016, 03:59 PM
 
Location: Backwoods of Maine
7,110 posts, read 8,149,204 times
Reputation: 18746
Quote:
Originally Posted by volosong View Post
This whole thread is making me curious. I'm wondering how the state of CA can even find you. It's not like you have to tell them where you are going.
Quote:
Originally Posted by Curmudgeon View Post
They probably found us through the IRS.
Quote:
Originally Posted by marino760 View Post
They have ways. It's probably not very hard to do, including using the IRS and social security. They can do pretty much whatever they want as far as accessing public information.
Quote:
Originally Posted by meo92953 View Post
Unless you are totally off the grid, they find you through your social security number, any credit cards you've used - anything with a number you are connected with.
If you really do not want to be found without a lot of trouble, you can do it.

What little mail we get is routed through a Florida mailing service, to an LLC in Maine. We are registered to vote in FL. We have no debt. I owned a business as my career, for 35 years. I run our household lives like a business.
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Old 03-11-2016, 05:31 PM
 
Location: Los Angeles area
14,018 posts, read 17,729,443 times
Reputation: 32304
Quote:
Originally Posted by Burkmere View Post
I left, too, after 35 years and escaping the confiscation of a hefty state income tax you guys won't have. I can think of about 300 negatives. I'd have to think about the "largest."

By the way happy as a clam in Sioux Falls , S.D. And the 30k a year I'm saving in retirement by the move doesn't even compare to the quality of life positives I've experienced since the move.

I'll admit, I'm gone some of the winter. You can do that when you're pocketing 30k plus extra on the same gross income.
You act like it's some startling news that the cost of living is lower in the boonies than it is in the major metro areas of the United States. Well, I've got news for you: Most of us already knew that. If in addition you actually prefer to live where you live, then that's a double plus for you and that's where you belong. You have found your ideal situation. What I find curious is why you are so vociferous about it. As in "methinks thou dost protest too much". For me, $30k a year would be a small price to pay for the many advantages of living in California.
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