- ShindelRock - https://www.shindelrock.com -

“Snowbirds” may want to establish residency in their low-tax Florida winter destination

[1]Florida’s sunny winter climate is not its only attraction for retirees from chilly northern climates; Florida is also one of only nine states without an income tax [2]. For “snowbirds” who summer in a high-tax state [3] up north, there is a potential to save thousands of dollars each year by changing their permanent address to Florida.

Establishing Florida as your primary and permanent home is intentionally not as simple as declaring it so on your tax return.   Snowbirds must cut as many ties to their warm-weather home as possible and truly put down roots in Florida.  But even that may not satisfy the tax agencies in high-tax northern states, woh have well-earned reputations for fighting wealthier snowbirds who suddenly claim to be Florida residents.

Here are a few things you can do to show that you are, in fact, a Florida resident if your warm-weather state challenges your residency status:

If you’re a Michigan “snowbird” considering making Florida your permanent residence and need assistance making this change, please contact a ShindelRock tax professional [4].