Military PCS joint filing

Forum|Forum|4 years ago
February 10, 2022
1 reply
0 views

My wife and I have been Virginia residents all our lives. We were stationed in Georgia in the beginning of 2021. We received orders to move to Iowa in April of 2021. When we moved here, I (The husband) switched my residency to Iowa because we will retire here. My wife maintained her residency in Virginia but will be switching hers over soon. We both work. I (The husband) had both VA and IA state taxes taken out. My wife only had Iowa state taxes taken out. Turbo tax is telling me that we must file separately which completely destroys our return. Please help. Why can we not file jointly with the given scenario.

AmyC

Employee

Thankfully you moved before 183 days in VA. File a joint return for both states as part year. Your spouse moved with you due to orders so should be able to qualify to use your HOR. I recommend you file a part-year VA return as normal and a part year Iowa return for her income there. Iowa does not tax military pay. VA exempts spouse pay if nonresident but you said you were both residents, so her pay is taxable along with yours, minus the military deduction. See

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"