Brokerage account address

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okinawafl
Posts: 96
Joined: Sun Jul 11, 2021 12:38 pm

Brokerage account address

Post by okinawafl »

I opened an online brokerage account (around 2k in total) using my California address when I worked as internship there.
I will be going to New York next month, do I have to change everything when I move? Which states tax I should be filing for the small dividend and capital gain for this online account -- is it based on the address when I opened the account or my actual living address?

Thanks.
nelsona
Posts: 18311
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Re: Brokerage account address

Post by nelsona »

It is based on where you live. States have different ways of dealing with part-year residents.

You must always keep your brokerages up-to-date on where you live so that they can adhere to correct state regulations when dealing with you.
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing :D
okinawafl
Posts: 96
Joined: Sun Jul 11, 2021 12:38 pm

Re: Brokerage account address

Post by okinawafl »

Thanks nelsona
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