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Old 03-17-2009, 08:06 PM
D. Stussy
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Posts: n/a
Default Re: state of residence for a medical resident

"Alan" <sfcnm-mtm[at]yahoo.com> wrote in message
news:4kPvl.14917$D32.11898[at]flpi146.ffdc.sbc.com...
- quote -

> D. Stussy wrote:
> > "martin lynch" <odiegoogle[at]yahoo.com> wrote in message

> news:2aae7a3e-b63d-4d67-a4a0-992b27bbf459[at]13g2000yql.googlegroups.com...
> > > Hello. I'm working on my Fed return in Turbotax. It asks me my state
> > > of residence. I see the criteria for a "college student", but i am
> > > not quite one...
> > > > > In mid 2008, moved to NY to begin medical residency. Will be here for
> > > a few years. The hospital does pay me a stipend/salary. I am from
> > > Illinois, and my drivers license and car is still registered there; my
> > > parents still live there; my bank and credit card statements still get
> > > sent there. I do not intend to stay in NY when I finish residency.
> > > > > So when Turbotax asks me my state of residence in Dec 2008, do I say
> > > NY, or Illnois?
> > > > > And I do understand that I have to pay state taxes in both NY and IL,
> > > but correct me if I'm wrong....
> > > How long is your medical residency supposed to last? If 2 years or

over,
> > then you have changed states. (IRS Rev Ruling 83-82 and its

successors).
> > That RR and its successor (RR 93-86) deal with tax home and the

> definition of being temporarily away from your tax home as it
> relates to deducting travel expense. It has no "direct" bearing
> as to where one is domiciled or where one is a resident. State
> law determines where one is a resident for state tax purposes.
> Katie: where are you when we need you?


I agree that those deal with a change in tax home, but certainly that is a
clear indicator of a change in residency. What I was getting at with those
is that 2+ years and the move is considered PERMANENT and not a temporary
absence.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #2  
Old 03-17-2009, 02:34 PM
Alan
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Posts: n/a
Default Re: state of residence for a medical resident

D. Stussy wrote:
- quote -

> "martin lynch" <odiegoogle[at]yahoo.com> wrote in message
> news:2aae7a3e-b63d-4d67-a4a0-992b27bbf459[at]13g2000yql.googlegroups.com...
> > Hello. I'm working on my Fed return in Turbotax. It asks me my state
> > of residence. I see the criteria for a "college student", but i am
> > not quite one...
> > > In mid 2008, moved to NY to begin medical residency. Will be here for

> > a few years. The hospital does pay me a stipend/salary. I am from
> > Illinois, and my drivers license and car is still registered there; my
> > parents still live there; my bank and credit card statements still get
> > sent there. I do not intend to stay in NY when I finish residency.
> > > So when Turbotax asks me my state of residence in Dec 2008, do I say

> > NY, or Illnois?
> > > And I do understand that I have to pay state taxes in both NY and IL,

> > but correct me if I'm wrong....

> How long is your medical residency supposed to last? If 2 years or over,
> then you have changed states. (IRS Rev Ruling 83-82 and its successors).

That RR and its successor (RR 93-86) deal with tax home and the
definition of being temporarily away from your tax home as it
relates to deducting travel expense. It has no "direct" bearing
as to where one is domiciled or where one is a resident. State
law determines where one is a resident for state tax purposes.

Katie: where are you when we need you?

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #1  
Old 03-17-2009, 11:28 AM
D. Stussy
Guest
 
Posts: n/a
Default Re: state of residence for a medical resident

"martin lynch" <odiegoogle[at]yahoo.com> wrote in message
news:2aae7a3e-b63d-4d67-a4a0-992b27bbf459[at]13g2000yql.googlegroups.com...
- quote -

> Hello. I'm working on my Fed return in Turbotax. It asks me my state
> of residence. I see the criteria for a "college student", but i am
> not quite one...
> In mid 2008, moved to NY to begin medical residency. Will be here for
> a few years. The hospital does pay me a stipend/salary. I am from
> Illinois, and my drivers license and car is still registered there; my
> parents still live there; my bank and credit card statements still get
> sent there. I do not intend to stay in NY when I finish residency.
> So when Turbotax asks me my state of residence in Dec 2008, do I say
> NY, or Illnois?
> And I do understand that I have to pay state taxes in both NY and IL,
> but correct me if I'm wrong....


How long is your medical residency supposed to last? If 2 years or over,
then you have changed states. (IRS Rev Ruling 83-82 and its successors).

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 
Old 03-17-2009, 09:00 AM
Frank S. Duke, Jr.
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Posts: n/a
Default Re: state of residence for a medical resident

in article 2aae7a3e-b63d-4d67-a4a0-992b27bbf459...oglegroups.com,
martin lynch at odiegoogle[at]yahoo.com wrote on 3/17/09 1:23 AM:

- quote -

> Hello. I'm working on my Fed return in Turbotax. It asks me my state
> of residence. I see the criteria for a "college student", but i am
> not quite one...
> In mid 2008, moved to NY to begin medical residency. Will be here for
> a few years. The hospital does pay me a stipend/salary. I am from
> Illinois, and my drivers license and car is still registered there; my
> parents still live there; my bank and credit card statements still get
> sent there. I do not intend to stay in NY when I finish residency.
> So when Turbotax asks me my state of residence in Dec 2008, do I say
> NY, or Illnois?
> And I do understand that I have to pay state taxes in both NY and IL,
> but correct me if I'm wrong....

If you are a college student, you can easily say that your home is IL and
you are only temporarily in NY. You file a NY return for your NY income
because they are not reciprocal states and an IL return for everything,
claiming a deduction for NY tax you paid. Each state treats this a little
differently so you would have to check on how it is done for your states.
Since you have not cut your ties to IL, that sounds like the path you have
chosen.

On the other hand, a few years in NY would say you have moved there and that
is you tax home. I suspect, that if you got a traffic ticket in NY, you
would find that you should have changed your driver's license after a
certain period, etc. It is certainly enough time to be considered a
resident. If you do that, then you only have to file in NY and forget IL.

Uncompensated advice guaranteed correct or double your money back

Frank S. Duke, Jr. CPA
Cincinnati, OH USA

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #-1  
Old 03-17-2009, 04:23 AM
martin lynch
Guest
 
Posts: n/a
Default state of residence for a medical resident

Hello. I'm working on my Fed return in Turbotax. It asks me my state
of residence. I see the criteria for a "college student", but i am
not quite one...

In mid 2008, moved to NY to begin medical residency. Will be here for
a few years. The hospital does pay me a stipend/salary. I am from
Illinois, and my drivers license and car is still registered there; my
parents still live there; my bank and credit card statements still get
sent there. I do not intend to stay in NY when I finish residency.

So when Turbotax asks me my state of residence in Dec 2008, do I say
NY, or Illnois?

And I do understand that I have to pay state taxes in both NY and IL,
but correct me if I'm wrong....

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 
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