Form 3903 help

[dsi]

Client moved from AZ to CA. Form 3903 asks about:
1. miles from OLD home to NEW workplace.
2. miles from OLD home to OLD workplace
3. transportation of goods.

Because it I'm preparing a multi state return, which State do I associate the above questions with?

[outwest]

I would guess..

CA. the state the taxpayer is moving to.

Here in Idaho we don't give a deduction for those leaving us. (Hmm, I can think of a few we ought to encourage to leave)

[dsi]

Thanks Outwest. That's the way I was leaning, but just wanted some input from others.

[KJ Judd]

That's the way WI handles it as well. If you move here you get the deduction on the WI return. Otherwise not. If you look at the AZ and CA part year resident tax return instructions, hopefully it will spell it out for you.

[FEDUKE404]

A little more info for you

Client moved from AZ to CA. Form 3903 asks about:
1. miles from OLD home to NEW workplace.
2. miles from OLD home to OLD workplace
3. transportation of goods.

Because it I'm preparing a multi state return, which State do I associate the above questions with?

The questions you cited are needed to be sure that the distance requirements for filing Form 3903 along with the federal tax return are met. Some folks erroneously think that just moving from Point A to Point B automatically qualifies as a job-related move. (If the work location does not change, or does not change enough, school is out!)

As other posters have mentioned, the state into which one moves usually gets the moving expenses. ("Logic" is the expenses were incurred for getting started in the newest job?) Since most multi-state returns start with the federal AGI or something similar, after allocating the income between the various states then the moving adjustment is normally an additional adjustment only to the "new" state.

I've done a lot of multi-state returns, and so far that scenario has applied to each one.

FE

[dsi]

Feduke,
Nice way to look at it. It's been confirmed that in my situation, the expenses are attributable to CA. Thank you all for your input.