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How to Save on Taxes While Living in Two Locations: Winter in Florida, Summer in Massachusetts



Do you spend part of the year in one state and part in another for your business? Maybe you love the warm winters in Florida but head back to Massachusetts for the summer. If you split your time between two places like this, there’s some cool tax stuff you should know that could help you save money! Let’s dive into how you can set up your taxes so you don’t miss out on any savings.


Meet Edward Andrews: A Business Owner in Two States

Edward Andrews was a guy who spent six months in Massachusetts, where he ran a pool construction business, and six months in Florida, where he also ran a horse racing and breeding business. When tax time came around, Edward tried to claim tax deductions for things like his travel costs and his Florida home, which he said he used for business.


The IRS didn’t like that. They said Edward had two tax homes, which means he wasn’t allowed to deduct those travel costs. But guess what? Edward didn’t give up! He took his case to a higher court, and they decided he actually had only one tax home and could deduct some of his travel and business expenses.


So, what can we learn from Edward’s story?


If you’re running a business in two places, having one tax home can really help you when it comes to tax deductions.


What If You Have One Business in Two Places?

Now, let’s say you’re like Edward, but instead of running two separate businesses, you’re running one business in two locations, like in Florida for the winter and Massachusetts for the rest of the year. The same rules can help you save on taxes!


How to Deduct Expenses for Your Business Home in Florida

If you’re using your Florida home for business, you can deduct a lot of the costs, which helps lower your taxes. Here are some things you can deduct:


  • Depreciation: This is a way to lower your taxes by spreading out the cost of your home over time.

  • Utilities: Things like electricity, water, and heating costs while you're working in Florida can be deducted.

  • Maintenance and Repairs: If you fix something in the Florida home for business reasons, you can deduct those costs.

  • Mortgage Interest & Property Taxes: The business part of your mortgage interest and property taxes can also be deducted.

  • Insurance: If you have insurance related to your business, that’s a tax write-off too!


And here’s the really good news: since the Florida home is being used for business, you don’t have to worry about the limits on mortgage interest deductions that apply to personal homes. That means more deductions for you!


The Benefit of Having One Tax Home vs. Two Tax Homes

Here’s where things get interesting. The IRS says you can only have one tax home—the place where your main business is. This is important because it can help you deduct more expenses, like travel and housing.


Travel Deductions:

  • One Tax Home: If your tax home is in Massachusetts, you can deduct the cost of traveling to Florida for business. This means you can write off things like flights, meals, and hotel stays. These are considered business travel expenses.

  • Two Tax Homes: But if you had two tax homes, you wouldn’t be able to deduct those travel costs because the IRS wouldn’t let you deduct what they consider commuting between homes. That’s a big difference!


Deductions for Your Florida Home:

  • One Tax Home: If your main tax home is in Massachusetts, but you use your Florida home for business, you can deduct things like utilities, repairs, and part of your mortgage interest. Since the Florida home is used for business, it qualifies for those deductions.

  • Two Tax Homes: If both homes were considered your tax homes, you wouldn’t be able to deduct these expenses, and that could cost you a lot of money in missed deductions.


Why Having One Tax Home is the Way to Go

Having one tax home is a smart move because it helps you deduct both your travel and your business expenses. Here’s why that’s great:


  • You can deduct the cost of traveling between your main home and your business location, like flights, meals, and lodging.

  • You can also deduct the business costs of maintaining your second home, like utilities, insurance, and repairs.

  • And most importantly, you avoid losing deductions by having to treat your two homes as personal homes!


Conclusion


If you split your time between two states and run a business, tax planning can help you save a lot of money. Just like Edward Andrews learned, you can enjoy working and living in two places while still taking advantage of tax savings. Remember, having one tax home is key to getting the most out of your business deductions, so make sure you set things up the right way!


With smart planning, you can spend your winters in sunny Florida and your summers in beautiful Massachusetts—all while keeping more money in your pocket.

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