State of Residence

I am new to ESP. One of the things I am trying to look at is the tax implications of being a residence of a lower state income tax state. How do I go about changing state of residence? I do not see state listed except on initial setup. Is there a simple way to "clone" my information to a different profile and change state in that one?

Thanks for any help

Comments

dan royer's picture

Yes, click on the family name just above the yellow folders. There you can change the state. You can clone the yellow folders (right click) but not the family itself. This is a bit easier to do in MaxiFi. https://maxifi.com

You can model the "change of home" which in reality is what would have to happen, and in that change of primary home indicate a new state you'd move to.

Dan

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