JADinAZ
Level 3
yesterday
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Thanks Lisa - none of those things apply to my client. Retired and living mostly on SS. There will be zero wages or compensation of any kind. No more IRA withdrawals for the rest of the year (so zero after the move to CA). One SS payment and any income the broker account throws off after the move (which won't be much). The AZ home sale may close after the move, but no Fed tax since the profit is (much) less than $250k.
Your last sentence is especially helpful though - it's always nice to avoid a "friendly letter" from CA if possible. Client will definitely use a CA address on their 2025 Fed and AZ returns. Something to consider.