Question

We are married. I live in Florida and she lives in Virginia and have both personal and joint assets. How to file Federal and respective state returns?

Forum|Forum|2 years ago
September 7, 2023
2 replies
0 views

Our relationship is strong.

TurboTax Online

Employee

Try the link below. I hope it's of some utility.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/small-business-processes/prepare-joint-federal-return-separate-state/L7I53364c_US_en_US

T

TomD8

Employee

Virginia's filing rules are a bit complicated when one spouse is a VA resident and the other is not. See Filing Status on page 9 of the VA tax instruction booklet:

https://www.tax.virginia.gov/sites/default/files/vatax-pdf/2022-760-instructions.pdf

Florida, of course, has no personal income tax.

For most married couples, filing a joint federal return is best.

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

Rick19744

Employee

As noted by @TomD8, the rules get cumbersome with facts such as yours.

The rules are explained in the instructions to both the form 760 and 763.

In reading those rules, there are too many unanswered questions for someone on this forum to provide an accurate response.

You will need to review the rules and determine your options and then run the numbers to determine which filing method is best based on your specific facts.

Consulting with a VA tax professional may be in order to provide some direction / advice.

*A reminder that posts in a forum such as this do not constitute tax advice.Also keep in mind the date of replies, as tax law changes.