I believe there may be some confusion regarding what is retirement income. I've not heard of states pursuing taxes on income from "retirement accounts". I do know of states pursuing taxes on "Deferred Compensation". Check with your former employers' HR Department for the classification under which the income was initially reported and under what classification it will be reported going forward.
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Originally Posted by Patents111
Hi, I’m a federal retiree living in Virginia. I plan to sell my house; and sell or re-register all personal property in Florida; and buy and become a full-time Villages resident. My local CPA will file my part-year Va taxes, but Virginia had/has a reputation for seeking taxes from former residents on the theory that their retirement income was the result of living in the state while earning that retirement.
I’m interested in hearing your story of settling up with, and disengaging from, your home state tax collecting system whether Virginia or other, what you used as your transition-to-Florida date, and any advice to avoid pitfalls. Many thanks in advance.
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