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.
Brokerage account address
Moderator: Mark T Serbinski CA CPA
Re: Brokerage account address
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.
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.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
Re: Brokerage account address
Thanks nelsona