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Make sure you have a realistic idea about how long it will take you to get established in the new state. When we moved to NM we needed to show a utility bill -- not a utility contract, or something printed out showing an account number, and not a cell phone bill -- to get new licenses. That meant we had to be moved in, utilities on, and there long enough for a first bill to be generated. If you're moving in November, just keep that in mind -- you'll need to have everything in place by Dec. 31.
Make sure you have a realistic idea about how long it will take you to get established in the new state. When we moved to NM we needed to show a utility bill -- not a utility contract, or something printed out showing an account number, and not a cell phone bill -- to get new licenses. That meant we had to be moved in, utilities on, and there long enough for a first bill to be generated. If you're moving in November, just keep that in mind -- you'll need to have everything in place by Dec. 31.
In Washington State we had to produce our out of state DLs, and I think, our social security numbers. I don't think we had to produce our birth certificates, and from checking the WA state site, I think that is right. I do remember that I verbally told the person my birth city.
My point is, different states have different requirements. Check the state's requirements online.
Make sure you have a realistic idea about how long it will take you to get established in the new state. When we moved to NM we needed to show a utility bill -- not a utility contract, or something printed out showing an account number, and not a cell phone bill -- to get new licenses. That meant we had to be moved in, utilities on, and there long enough for a first bill to be generated. If you're moving in November, just keep that in mind -- you'll need to have everything in place by Dec. 31.
Thx for heads up. I think I can get two the following by Dec 31. If not I guess 2016 will have to be pro-rated but worse case I imagine is 11 months no state income tax..one month payment to CA!
Utility bill
Pay stub or earnings statement
Rent receipt
Phone bill
Transcript or report card from accredited school
Bank statement
Mortgage document
Tax document
Homeowners/rent’s insurance policy
Other items with your address can be reviewed by the examiner
If you are unable to provide proof of residency please see a list of address exceptions on our website at South Dakota Department of Public Safety: : Home Page or call 1.-800.952.3696
Mail with post office box addresses are acceptable in areas not assigned a street or 911 address
I think you're over-thinking this and letting the FTB make you paranoid.
We moved from CA to MO in September of '09. Both my wife and I were/are state employees with CA pensions. When we filed our '09 taxes it was for three month's worth of MO residency and nine month's worth of CA. Simple! The following year we filed as MO residents only.
Curmudgeon, or anyone else that may know, when you left your job, did you get a payoff of annual or sick leave? And of so, was it taxed as CA income?
When I retire, I will get a payment for my annual leave, about 6.5 weeks of pay. It is deposited a few weeks after one retires. By the time I receive it I will be in my home in another state. I already have a home and vehicle registered and many utility bills in the new state. I will start driving to the new state on the day I retire and will be there in 3 to 4 days.
So, my question is can I NOT pay CA taxes on the leave buy back?
If you have a Trust of any kind (revocable, irrevocable, special needs, etc) created in the state of California, you'll want to visit your estate attorney and see if it holds up legally in your new state, or if you'd need to recreate it in the new state. The fine points of trust law do vary between states, according to my legal counsel.
Curmudgeon, or anyone else that may know, when you left your job, did you get a payoff of annual or sick leave? And of so, was it taxed as CA income?
When I retire, I will get a payment for my annual leave, about 6.5 weeks of pay. It is deposited a few weeks after one retires. By the time I receive it I will be in my home in another state. I already have a home and vehicle registered and many utility bills in the new state. I will start driving to the new state on the day I retire and will be there in 3 to 4 days.
So, my question is can I NOT pay CA taxes on the leave buy back?
I was in a similar situation when I retired. I left D.C. on the day that I retired and flew to our new retirement home in no-state-tax Nevada. I did not want to pay the 10% D.C. income tax on my lump-some annual leave payment. In researching the issue beforehand, I found that my employer was going to report the income and withhold the associated taxes based on my state of residence as of my last day at work, March 3rd. We closed on our house in Las Vegas on February 5th, flew out there the weekend of Feb.14th to meet the movers when they arrived, and then I returned to DC to finish out my last 2 weeks. When I returned to DC on the 16th, I submitted paperwork to HR changing my residence from DC to NV. Consequently, that income wasn't reported to DC and I didn't have to pay DC taxes on my annual leave payment.
You may need to do something similar so that you are not a California resident on your last day of employment. If you don't, and your employer withholds California income taxes from the payment you receive six weeks after you've left the state, and reports that income to the state, the burden will be on you to try to prove to the state that your employer made an error and that that income wasn't "earned" in, and reportable as, California income.
Curmudgeon, or anyone else that may know, when you left your job, did you get a payoff of annual or sick leave? And of so, was it taxed as CA income?
When I retire, I will get a payment for my annual leave, about 6.5 weeks of pay. It is deposited a few weeks after one retires. By the time I receive it I will be in my home in another state. I already have a home and vehicle registered and many utility bills in the new state. I will start driving to the new state on the day I retire and will be there in 3 to 4 days.
So, my question is can I NOT pay CA taxes on the leave buy back?
Since I remained in CA for nine months after I retired my final "payoff" for accrued annual leave was indeed taxed at state rate.
This thread is an interesting example of what's wrong with Cali, I can't imagine wanting to be rid of any of the states I have lived in quite this bad! I did some work at Livermore though, and I did look into how many days and/or how many days straight I could work and or be present in La-La-Land without incurring any tax obligation.
Mad Man, you are a genius on "how to retire"! Well done. You ought to write a book.
Interesting, too, that places like DC and Cali, with their high tax "bites", are famous for wasting the money they get.
I was in a similar situation when I retired. I left D.C. on the day that I retired and flew to our new retirement home in no-state-tax Nevada. I did not want to pay the 10% D.C. income tax on my lump-some annual leave payment. In researching the issue beforehand, I found that my employer was going to report the income and withhold the associated taxes based on my state of residence as of my last day at work, March 3rd. We closed on our house in Las Vegas on February 5th, flew out there the weekend of Feb.14th to meet the movers when they arrived, and then I returned to DC to finish out my last 2 weeks. When I returned to DC on the 16th, I submitted paperwork to HR changing my residence from DC to NV. Consequently, that income wasn't reported to DC and I didn't have to pay DC taxes on my annual leave payment.
You may need to do something similar so that you are not a California resident on your last day of employment. If you don't, and your employer withholds California income taxes from the payment you receive six weeks after you've left the state, and reports that income to the state, the burden will be on you to try to prove to the state that your employer made an error and that that income wasn't "earned" in, and reportable as, California income.
Thanks for the information! I will definitely change my state of residence before I get to the last pay period. Hoping to sell my CA home before I retire, but not sure if that will happen with the CA market or not....if I sell it before I retire I will change my residence the day it sells, otherwise I will find another date that works! Maybe I can use the date of when I pack up the last of stuff and send it to TN so it will be waiting for us when we get there.
And M3Mitch, I was born and raised in CA but left to PA after college, and then traveled with work a lot in the eastern US, the transferred to AZ and now am back to CA to help with my elderly mom. CA just takes soooooooooo much of my salary, but I am to highly paid to reap many of the benefits. Even going camping at our favorite state operated campground is now $70 a night. I get no discount.
Things are just too highly priced for me to have a nice retirement here, and I am not seeing that my kids will ever be able to get anywhere financially in CA. They will be just turning 14 when I retire. CA's current governor just has waaaay tooo many great ideas he wants to implement and they all cost $, of which I am tired of paying. And of which I would not qualify to benefit.
Lots of nice things about CA, but, when I leave I do not want to give them a bonus...my vacation time was earned in PA and I have had that amount of leave on my record for over 25 years.
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