Moving from Bay Area to non-state income tax state? (Oakland: rental, attorney)

[Burkmere]

Hi,

Does anyone here have knowledge of how to successful move from CA to a no state-income tax state? I guess I'd be looking for:

1. What to do to document it.
2. I may still want to travel and even return to CA for periods at a time. How do I accomplish this and still be considered a resident of the no state income tax state?
3. Can you provide documentation to the CA State Franchise Tax Board ahead of time to mitigate their pursuing you to try and collect taxes, etc?
4. Do I need to hire an attorney or specialist to accomplish this without being harassed by CA?

Anyone with experience or knowledge in this area? I'd love to hear from you either her on this thread or through a Direct Message.

Thanks!

[Ruth4Truth]

What? Are you planning on maintaining a residence in CA? If so, you'll be pretty well out of luck unless maybe you can disguise it by renting out the main unit and keeping an in-law for yourself. Otherwise, if you won't be owning property in the state, or won't be retaining a mailing address in CA, the state doesn't care what you do. Move to WA, and you can drive to the Bay Area in 14 hrs. No capital gains tax in WA, either. Prop'ty tax is higher than CA, though.

No, wait, that rental scheme may not work, either. You'd have earned income in CA. The CA tax board, as you know, is very aggressive, and doesn't cut anyone any slack.

[Burkmere]

I'll have a pension from CA but they don't tax that if you move to another state.

[Ruth4Truth]

If your pension is mailed to your new address, then obviously you wouldn't be a CA resident. The new address goes into the computer system. You don't need to prove to anyone that you're not a CA resident any more. CA doesn't chase down everyone who moves out of state, and hassle them.

Funny how people are terrified of that. CA is pretty aggressive about getting its taxes, thats for sure.

[2sleepy]

We moved from California to Nevada 14 years ago (then moved back about 4 months ago). I receive a pension from a California public agency, after I changed my address to Nevada the state never charged income tax on my pension. We filed a tax return for the year we moved and Turbo Tax made it pretty easy as I could indicate we only lived in California for half the year. Just do a change of address and make sure you change your address with your pension administrator and you should be fine.

[Tulemutt]

The OP could try contacting Phil Mikelson for information on this.

[Burkmere]

Originally Posted by Ruth4Truth

If your pension is mailed to your new address, then obviously you wouldn't be a CA resident. The new address goes into the computer system. You don't need to prove to anyone that you're not a CA resident any more. CA doesn't chase down everyone who moves out of state, and hassle them.

Funny how people are terrified of that. CA is pretty aggressive about getting its taxes, thats for sure.

There is more to establishing residency(domicile actually) in another state that changing your address. And I've had people tell me that they "have" been chased down by the CA State Franchise Tax Board. That's why I'm asking.

[Hemlock140]

When I quit my job in Oakland, it was November, so I had to file state tax for that year but then after that I never heard from the State of CA. If they had been "chasing me down" I never knew about it and did have a forward order on the mail to the home in Castro Valley. They are only entitled to money earned in their state.

[TR95]

Originally Posted by Burkmere

There is more to establishing residency(domicile actually) in another state that changing your address. And I've had people tell me that they "have" been chased down by the CA State Franchise Tax Board. That's why I'm asking.

They are not "chasing you down." Unless, of course you are hiding something or earning income in the state of CA and not reporting it to them. Well, then you should have to pay state income tax and there is more to it than just changing your address. You seem really too concerned about this as it is really as simple as changing your address if you are not earning income in CA.

[2sleepy]

Originally Posted by Burkmere

There is more to establishing residency(domicile actually) in another state that changing your address. And I've had people tell me that they "have" been chased down by the CA State Franchise Tax Board. That's why I'm asking.

What else do you think is required? Whenever I move, whether in state or out of state, I simply change my address.