Moved or worked in another state
Use this record-gathering sheet when residence or work locations changed. It does not decide residency, filing requirements or how income is allocated.
How to use
List dates and locations from your records. Use Canopy for supporting documents. A preparer will check which facts matter.
Download Moved or worked in another state (PDF)Client Portal
Information to have ready
- Tax year
- States involved (no street address needed here)
- Move date(s), if applicable
- Work locations and dates / periods (attach a log if helpful)
Records or task checklist
- Residence timeline and move records, if applicable
- Wage statements showing state information
- Work-location or travel-day log, if available
- Employer location information relevant to the work
- Business, rental or other state-related income records
- State payments and prior returns, as requested
Tell the team about remote work or a midyear change. Do not assume that living in one state means only one state return is needed.
Related resources
General information only; not tax, legal or financial advice. Contact the team about your situation.