Don't forget about property tax implications too! Some states have homestead exemptions that only apply to your primary residence. If your husband establishes residency in the new state before you sell your current home, you might lose eligibility for the homestead exemption which could significantly increase your property taxes for those remaining months. We learned this the hard way when my spouse moved ahead of me - our property tax bill suddenly increased by $2,200 because we lost our exemption. Might be worth checking with your county tax assessor about the rules for your specific location.

This is such a timely question! I went through almost the identical situation when my spouse relocated for work in 2023. Here's what I learned from our experience and CPA: The key distinction is between "statutory residency" (based on days/physical presence) and "domiciliary residency" (based on intent and permanent home). Your husband may become a statutory resident of the new state due to the 183-day rule and having an apartment there, but your domicile can remain in your current state until you actually make the permanent move in May. A few critical points: 1. Document EVERYTHING - keep records of when utilities are disconnected/connected, school enrollment changes, the home sale date, and moving expenses 2. Be consistent with your story - don't file as residents of the new state while still claiming homestead exemptions in your current state 3. Consider the timing of your home sale carefully - this is often considered the clearest indicator of when domicile actually changed We ended up filing part-year resident returns in both states with May as our official domicile change date, and neither state questioned it because our documentation was consistent. The small overlap period where we paid taxes to both states was offset by credits for taxes paid to other states. Your accountant's advice sounds reasonable, but make sure they're familiar with both states' specific rules since they can vary significantly!

Has anyone else noticed that the 'Where's My Refund' tool is about as useful as a chocolate teapot? 🍫☕

I totally feel your frustration! I'm in a similar situation - filed in January and got that dreaded 60-day review letter in March. It's now been way longer than 60 days and I'm still waiting too. The worst part is not knowing WHY they're reviewing it or what they need from me. From what I've learned lurking in forums like this, the IRS is massively backlogged and those 60-day letters are basically just buying them more time. Some people are waiting 6+ months even after getting that letter. It's absolutely ridiculous that we have to wait this long for our own money back! I've been checking the "Where's My Refund" tool obsessively but it just says the same thing every time. At this point I'm considering reaching out to my local congressman's office since I heard they can sometimes help expedite things when the IRS is being unresponsive for this long. Hang in there - hopefully we'll both get some answers soon! 🤞

Called NFCU yesterday and they said they dont even see pending deposits in their system. Once IRS sends it tho it hits quick usually midnight-3am EST

NFCU member here! Filed 2/3 with PATH 05 and just checked my transcript this morning - still showing as received but not processed yet. From what I've seen in other threads, once IRS actually processes PATH 05 returns (should be around Feb 15th), NFCU is one of the faster banks to deposit. Usually see it hit my account within 24-48 hours of the IRS releasing funds. The waiting is brutal but at least we know NFCU won't hold it up on their end!

Called the IRS about this exact thing last week. They said as long as theres no errors or review codes, its just moving through the system. But like... moving WHERE? 😤

Ugh, I feel your pain! Same thing happened to me last year - the as-of date kept changing every week or so but literally nothing else moved on my transcript. It's so frustrating because you think something is happening but it's just the system doing its thing. From what I've learned, those date changes are basically meaningless - it's just the IRS updating their internal processing dates. The real movement comes from transaction codes appearing. Have you tried calling the taxpayer advocate service? They might be able to give you more insight into what's actually going on with your return since you filed back in January.

Has anyone tried those middle-ground services like H&R Block where it's cheaper than a CPA but you still talk to a human? Wondering if those are any better than just software for someone like OP.

Based on what you've described, you're probably fine sticking with tax software for now. Your situation is pretty standard - W-2 income, some dividends, interest, basic stock trades, and retirement accounts are all things that TurboTax handles well. The main things that would push you toward a CPA are: significant business income, rental properties, complex investment strategies, or major life changes like getting married/divorced. A salary bump alone doesn't usually create tax complexity that requires professional help. That said, since you mentioned getting a promotion, this might be a good year to at least educate yourself on tax planning strategies for higher earners. Things like maximizing your 401k contributions, HSA contributions, and potentially looking into backdoor Roth IRAs if your income is getting close to the traditional Roth limits. Tax software can handle the filing part, but it won't necessarily give you strategic advice for future years. If you're really curious, you could always do your taxes with software first, then get a second opinion from a CPA to see if they find anything different. But honestly, for most people in your situation, the software does just fine.