Filing joint return and wife worked part of year in different state. Does this require 2 state returns or 3? Also, what does TurboTax charge for state filing if printing

Forum|Forum|7 years ago
June 1, 2019
3 replies
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I worked in VA, and my wife held 2 jobs (1 in VA and 1 in DC). I'm not sure if I'll be filing 1 VA return (joint) or 2 (each of us) and 1 in DC for her. 2 questions here..

1) how many state returns will I need to file?

2) How much does turbotax charge for each state file, considering if I do it by printing them out instead of e-file?

TurboTax Deluxe Mac

Best answer by re2boys

Your wife should file D-40B form to request a refund of the taxes withheld from her pay. And next time she works in DC, request that VA taxes (or no taxes) be withheld as DC and VA have a reciprocal agreement. The form can be found here: http://otr.cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2016%20D-40B_6.29.16....

You should be able to file this by hand...all one page.

On your resident VA tax return, you report all income, including that earned in DC.

Answer: One joint VA resident tax return, one DC single page request for refund.

R

re2boys

Employee

What is your state of residence? What states withheld income taxes?

R

re2boysAnswer

Employee

Your wife should file D-40B form to request a refund of the taxes withheld from her pay. And next time she works in DC, request that VA taxes (or no taxes) be withheld as DC and VA have a reciprocal agreement. The form can be found here: http://otr.cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2016%20D-40B_6.29.16....

You should be able to file this by hand...all one page.

On your resident VA tax return, you report all income, including that earned in DC.

Answer: One joint VA resident tax return, one DC single page request for refund.

V

vikas1jainAuthor

Employee

state of residence is VA. Both states have withheld their respective taxes.