PA domicile, DC nonresident & income?

Forum|Forum|1 year ago
February 6, 2025
2 replies
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I reside (own a home) in Pennsylvania. I started a new job in DC in fall 2024, so for the 2024 tax year I have less than 2 months of DC income to report. I also signed a short-term lease for a room in DC starting in December 2024, but I only stay there 3 days a week since my job is hybrid and return to PA in between (for 2 remote work days and the weekend). My employer is withholding PA taxes only. I am 99% sure I am a nonresident for the 2024 tax year, but want to be sure, and am trying to plan ahead for 2025.

My issue is trying to figure out if I am a nonresident of DC. According to the D-4A, it seems I qualify, since my "permanent residence is outside DC during all of the tax year and [I] do not reside in DC for 183 days or
more in the tax year." But if I decide to extend my lease in DC through 2025, I am unsure if it will put me under DC's statutory residency clause, which applies to "any individual who maintains a place of abode within the District for an aggregate of 183 days or more during the taxable year, whether or not such individual is domiciled in the District." (emphasis mine)

Also, when I was filing in TurboTax for 2024, I was prompted based on my info to select the option of filing a Nonresident Request for Refund--but since my employer hasn't withheld any DC tax. When I select "I do not want to file" that form and continue to review/complete my return, I get an error that I am not able to e-file in DC and must mail my return--but the only thing I see when I try to print out my DC return is a worksheet without an attached return.

Best answer by mglauner

Yes, for 2025, you'll need to keep track of days spent in DC; as you mentioned, over 183, you'll need to file as Statutory Resident.

Were you able to print your returns?

To access your tax return after you've e-filed it or printed it as part of mailing your return to the IRS:

Sign in to TurboTax.
Select Tax Home from the menu.
Scroll down to Your tax returns & documents.
Select 2024, and then select Add a State (you're not actually adding a state, this just gets you back in).

You'll now be in your return.

If you can get into your return, did you try Print Center under Tax Tools > Tools in the left-side menu? You may have to scroll down there to see it. Or were you in the FILE section, using the View/Print/Save option?

Post again if you're still having issues or you can Contact TurboTax Support.

mglauner

Yes, you would not be considered a Resident of DC, for 2024, and would not need to file a return there.

If you're using TurboTax Online, clear your Cache and Cookies before returning to the State section.

[Edited 2/10/2025 | 9:06 am]

themacmavenAuthor

Thanks @mglauner! Just to confirm, this would be for 2025 taxes, correct? I have already filed my federal and PA returns for 2024--since I was only in DC a total of 15 days in 2024, TurboTax suggested that I file as a nonresident for that tax year. I'm still trying to figure out how to print and file those forms, but I'll try your suggestion of clearing my browser cache and cookies since I am using TurboTax Online. The error message I am getting when I try to download my 2024 DC return says:

"We're Having Trouble Printing Your Return.

Sorry for the inconvenience, but Turbo Tax is experiencing a temporary problem printing returns. We're working on the problem and expect to have it fixed shortly. Please try again in a few moments."

I also wanted to clarify what the "DC interview will ask dates in/out" means? I am (and will likely continue to) go back and forth from PA and DC multiple times a week. For example, I might be in PA working remotely on Monday, travel down to DC to work in-person Tuesday through Wednesday, and return to PA to work remotely on Friday and stay in PA for the weekend. Then the following week I may be in DC Monday-Wednesday and in PA Thursday-Sunday. The help articles you shared give examples with a move-in date for a change in permanent residency, which doesn't really match my situation.

mglaunerAnswer

Yes, for 2025, you'll need to keep track of days spent in DC; as you mentioned, over 183, you'll need to file as Statutory Resident.

Were you able to print your returns?

To access your tax return after you've e-filed it or printed it as part of mailing your return to the IRS:

Sign in to TurboTax.
Select Tax Home from the menu.
Scroll down to Your tax returns & documents.
Select 2024, and then select Add a State (you're not actually adding a state, this just gets you back in).

You'll now be in your return.

Post again if you're still having issues or you can Contact TurboTax Support.