Talk of The Villages Florida - View Single Post - Establishing Florida Residency
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Old 04-18-2024, 08:47 AM
M2inOR M2inOR is offline
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Join Date: Mar 2019
Location: Village of Marsh Bend
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In short: get permanent Florida address, ASAP. It can be a rental agreement. Change everything you can ASAP.

We purchased a home in August 2019, and closed 30 days later in September. When we put offer to buy home, we opened a bank account with Citizens First and got mortgage from them. Flew back to Oregon, wife retired Oct 1, and we both flew back to our empty new home in Florida. After closing, we changed all our bank and financial accounts in Oregon to our new address in Florida. Since we flew to Florida we only had a rental car, and everything was still back in Oregon. Oregon home wasn't even listed for sale yet.

In October 2019 got Florida drivers licenses, and added new residence address to our insurance company for auto and homeowners insurance.

Returned to Oregon, sold one of our cars, decided to sell placed home on market to sell. Sold within a day after listing in January 2020. Packed up only things we wanted to keep and move using PackRat pod service. Sold a few things, but gave away most furniture.

Drove from Oregon to Florida in 8 days with our dog, and were really ready to call Florida our home after 45+ years in Oregon.

Filed non resident Oregon income tax return as we had 2019 income. It was prorated based on our September 2019 declaration of domicile.

Made sure we did not have any Oregon income in 2020.

All done just before Pandemic messed up everything.
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Mike
Village of Marsh Bend
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We live in interesting times
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