Question

Virginia Part Year Resident (760PY) TurboTax Error

Forum|Forum|3 years ago
March 29, 2023
1 reply
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I was a part year resident in Virginia, moved away end of January 2022. TurboTax says I should receive a full refund of all my Virginia income tax that was withheld from January. I looked at the forms version to check the math as it didn't seem correct. On form 760PY, Line 17 (Tax amount from Tax Rate Schedule) is calculated at 0 (as in $0 should be due to VA). When I look at the Tax Table, it shows tax would be due on the amount that I earned for the one month there in Virginia. Can anyone familiar with Virginia 760PY help me out here and let me know if I'm looking at this wrong? It seems like a programming error...

AmyC

Employee

You might be looking up the income you earned instead of the taxable income. A part year resident received a standard deduction and exemptions. Line 16 shows your taxable income.

Reference: 760PY Instructions

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D

D_RockAuthor

Hello @AmyC!, thank you for your response!

I used line 16 to enter the tax table. Married filing jointly, $17,451 on tax table shows amount due is $745. Withheld was $964. I understand the difference in refund would be $219, but TurboTax says the full $964 is refundable. I don't see what I am missing...

AmyC

Employee

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.

Locate the Tax Tools on the left-hand side of the screen.

A drop-down will appear. Select Tools

On the pop-up screen, click on “Share my file with agent.”

This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.

Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”

This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.