Returns for the year you move
As a part-year resident, you usually owe a return to each state you lived in that has an income tax. We prepare every one, such as California’s Form 540NR.
Ex-Big Four CPA led, AI-enabled tax services for modern businesses & individuals.
Multi-state tax
Led by ex-Big Four CPAs, Valim is a CPA firm for anyone who owes tax in more than one state. We file your federal return and every state return you owe, with the fee fixed before any work begins.
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Valim for returns in several states
As a part-year resident, you usually owe a return to each state you lived in that has an income tax. We prepare every one, such as California’s Form 540NR.
When a state you do not live in taxes your pay, we file its nonresident return, such as New York’s Form IT-203. We then claim the credit your home state allows.
We split your RSU and stock option income between states by where you worked while each award was earned. We do it again each year a grant keeps vesting.
We plan when to move and when to sell stock around it. We also tell you which records prove your days in each state.
We work out your federal and state estimated payments.
If your partnership or S corporation earns income in other states, we file its state returns and your nonresident returns as an owner. If your books need cleaning up first, your quote can include that.
Answer a few questions online or book a call, and you get a fixed fee that holds for 7 days. There is no hourly rate.
Automation reads your W-2s and 1099s, and a licensed US CPA decides what each state may tax. The CPA then prepares and signs each return, and you work together online.
If a state or the IRS sends a notice on a return we prepared, even about residency, our reply is part of the fee.
From $195
Individual return filing covers a return of any complexity, and your CPA answers your questions all year.
Priced in your quote
Your CPA works as your personal tax advisor all year. Talk to them before a big decision, such as a move or a new job in another state.
A partnership or S corporation return starts at $495.
California treats you as a resident while you are away for a temporary or transitory purpose. Your residency ends only when you leave for some other purpose.
On Form IT-203, New York taxes only your New York income. Its rate, though, is the average rate New York would charge if it taxed all your income.
Washington’s capital gains tax falls on long-term gains above a yearly standard deduction, with real estate exempt.
Once you have moved from California, neither Texas nor California taxes pay for work you do in Texas. An employer’s state with a convenience rule, such as New York, can still tax those days.
Stock you sell while you are a California resident is taxed by California. Once your domicile has moved to Washington, a later sale is Washington’s to tax.
New York needs clear and convincing evidence that your domicile moved, and it weighs how you live over what you sign.
In the year you leave New Jersey, you file a resident return for your months there. If you have income from New Jersey after the move, you also file a nonresident return.
A New Hampshire resident’s wages are taxed by Massachusetts only for days worked in Massachusetts. Days worked from home in New Hampshire are free of Massachusetts tax.
You pay tax to the state you live in, if it has an income tax, on pay for work you do from home. Your employer’s state generally cannot tax pay for work you do outside it. The main exception is the convenience of the employer rule, used by New York, Delaware and Pennsylvania. If your office is in one of them, days you choose to work from home can be taxed there too. Connecticut and New Jersey apply a similar rule, but only to workers who live in a state that has its own.
Yes, California keeps taxing income earned in California even after you leave the state. That includes pay for work you did in California and gains on California real estate. For RSUs that vest after you move, the Franchise Tax Board taxes the share earned by California workdays from grant to vest. Gains on stock you sell as a nonresident, and qualified pension or IRA income, are generally not taxed there.
Usually yes, if both states have an income tax, because each expects a return for your months as a resident. Each state taxes all your income from those months, plus any income from that state for the rest of the year. If both tax the same income, the state you lived in then usually gives a credit for the other’s tax. Moving to Texas, which has no income tax, leaves only the return for the state you left.
TurboTax, like any tax software, is only as accurate as your answers about where you lived and worked. For RSUs and stock options, you also need your workdays in each state over the years they were earned. A CPA is worth hiring when you worked in several states in one year or your equity vested across a move. At Valim, a licensed CPA counts your workdays in each state and prepares every state return.
No, because 183 days is only part of a residency test in states such as New York and Massachusetts. Under 183 days, you can still owe tax on your pay for the days you worked in that state. If the state is still your domicile, you are generally a resident there whatever your day count. California has no 183-day test, so fewer days there do not by themselves make you a nonresident.
Living in a state with no income tax, such as Florida, can lower your tax bill. Your old state can still tax income from its sources, such as rent or gains from property you own there. Washington taxes no wages, though its capital gains tax reaches long-term gains above a yearly deduction. A 9.9% tax on income over $1 million, as Washington defines it, is set to start there in 2028. Voters may repeal that tax on November 3, 2026, and a court could still strike it down.
Yes, two states can each tax you as a resident in the same year. It happens when your domicile is in one state and another treats you as a statutory resident. In New York, that takes a permanent place of abode, a home you keep there, for substantially all of the year. It also takes more than 183 days in the state. A state’s credit usually covers only income earned in the other state, so dividends and stock gains can be taxed twice.
Reviewed and updated September 2026. General information, not advice for your situation.