A move or a change in work location can make the usual document package incomplete. Your preparer needs a timeline and supporting records before deciding what the change means for your return.
Start with dates and locations
List the states involved, move dates if applicable and the periods you worked in each location. If you worked remotely or traveled for work, describe that pattern and provide a work-location log if available. Use actual records rather than trying to recreate details from memory where possible.
Gather state-related support
Collect wage statements showing state information, relevant employer information, residence records and any state payments or prior returns requested by the team. Flag business, rental or other income connected with another state. Upload supporting files through Canopy, not the contact form.
Leave conclusions to the preparer
The worksheet does not determine residency, a filing obligation or income allocation. Do not assume a single address or a single wage statement resolves the question. Tell the team what is uncertain and ask which further records would help.
The firm's role is to check the particular facts. For a broader annual preparation list, see the existing tax appointment checklist. If the move is still being planned, book a time with our team before relying on a general article for a decision.
Download the companion checklist
Download: Moved or worked in another state (PDF). Fill it in digitally or print it, then upload any completed sheet and records through Canopy. The download supplements, rather than replaces, the current organizer or preparer request.
Frequently asked questions
What records help if I moved or worked across state lines?
Gather residence and move dates, work locations and periods, wage statements with state information and other state-related records requested by the team.
Does the worksheet tell me which state returns to file?
No. It gathers facts for the preparer. Residency, filing requirements and allocation depend on the particular circumstances.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal.
Moved or worked in another state