Moving to a new home can be stressful—but understanding your tax obligations doesn’t have to be. If you’re one of the many taxpayers making a move this year, being proactive about updating your address, adjusting withholding, and managing state tax filing requirements can save you from headaches later. In this post, we share top tips for taxpayers making a move to help ensure a smooth transition—both personally and on your tax return.
1. Update Your Address With the IRS
You can change your address on file in several ways:
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Correct the address on the mailing label that comes with your tax package.
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Write the new address in the appropriate box on your tax return.
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File Form 8822, Change of Address, at any time during the year.
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Send the IRS a signed letter with your full name, old and new addresses, and Social Security or Employer Identification Number.
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If you file a joint return, both taxpayers must provide information and signatures.
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If an IRS employee contacts you, you may be able to provide the change verbally.
2. Notify Your Employer
Always tell your employer about your new address so they can mail your W-2 forms on time.
3. Update the Post Office
If you already filed your return, notify the U.S. Postal Service so they can forward mail from your old address. However, you should still notify the IRS directly.
4. Correct Estimated Tax Payments
If you make estimated tax payments, mail a completed Form 8822 or write to the IRS office where you file your return. You can keep using old vouchers until the IRS provides new ones with your updated address. Do not change the address on old vouchers yourself.
5. IRS Use of Postal Records
The IRS sometimes uses postal change-of-address files to update taxpayer records, but relying only on the Postal Service is risky. Always notify the IRS to make sure your information is current.
6. Visit IRS.gov for More Information
You can download Form 8822 from IRS.gov or call 800-TAX-FORM (800-829-3676) to request a copy. The form tells you where to send the completed change of address.
Key Takeaway
When you move, take simple steps to notify the IRS, your employer, and the Postal Service. By filing Form 8822 and keeping your records current, you’ll avoid delays in refunds, W-2s, and other important IRS correspondence.
📞 Need help with IRS forms or address updates? Call us at 480-706-6474 for assistance.