Question

For Virginia State Tax, if using a married, filing separately (status 3), but filed a federal married, filing jointly: Do you use just the individuals income?

Forum|Forum|6 years ago
April 29, 2020
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TurboTax Deluxe Online

Yes. Per the Virginia instructions:

If you and your spouse filed separate federal returns, you may use this filing status. If you and your spouse filed a joint federal return, but only one of you is a Virginia resident, the resident must use Filing Status 3. When using Filing Status 3, complete your tax return as follows: (1) Compute your federal adjusted gross income as though you had filed separately on your federal return; (2) claim only the personal and dependent exemptions, itemized deductions (if claimed on your federal return), and child and dependent care expense amounts that you could claim if you had filed a separate federal return. If one spouse claimed itemized deductions, the other spouse must also. (3) Be sure to provide your spouse's name and social security number in the spaces included on the return for that information.

You will need to calculate the income as though you had filed separately on the Federal return for state reporting.

Virginia Filing Status

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E

EThree1Author

Thank you @VictoriaD75 for the quick response and information! Just one more check on that then - I'm having to manually do this one part because I'm filling multiple state returns (I'm military and we've move - when I'm calculating the income, I can subtract the amount of interest I had via an 1098-E, correct? If so, on the schedule of income, would that 1098-E amount fall under: 1. Interest and dividends or 6. Other income adjustments (enclose explanation)

Thanks in advance!

A

AnnetteB6

Yes, you can subtract the student loan interest if the loan was in your name. It would not be in the interest and dividends section, that is for taxable income, not an adjustment. It would more likely fall under the income adjustments section since it is an income adjustment on the Federal return.

@EThree1

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