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Question

763S

Forum|Forum|2 years ago
December 28, 2023
2 replies
0 views

I was a full-time resident of North Carolina in 2023, but Virginia taxes were withheld from my Virginia Retirement System pension. Can I use form 763S to request a refund of the taxes withheld without actually filing a Virginia tax return?

Not A Product Question

Employee

"Can I use form 763S to request a refund of the taxes withheld without actually filing a Virginia tax return?"

Yes. If you were a full-year non-resident of VA with no VA-source income to report, then you are not required to file a VA tax return. Note that VA Form 763-S cannot be e-filed; it must be printed and mailed.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

I am a nonresident of Virginia, the VA withholds taxes from my real estate investment income. Which form should I use to claim excess tax withholding, 763 or 763s?

Employee

You would use Virginia Form 763.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Employee

And get that fixed.....You will owe NC taxes on it.

See if they can withhold NC taxes instead for the future.

IF they can't withhold for NC, then you will likely need to arrange to pay NC quarterly estimated taxes instead.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*