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Get your taxes done using TurboTax
This will need to be entered using the regular W-2 entry screen as though you actually received one. If you do not have the employer name or EIN, then you will complete a substitute W-2, using the instructions below. A substitute W-2 requires you to mail your tax return. By entering the information TurboTax will automatically know you have excess social security tax and carry it to the appropriate place to be included with your other withholdings. (Schedule 3, Part II, line 11 which will flow to the 1040, Page 2, line 31)
You can file a conventional paper return that includes IRS Form 4852 if you haven't been able to get a W-2 from your employer. Here's how to fill one out:
- Open or continue your return and search for W-2. Select the Jump to link in the search results to go to the W-2 entry screen.
- Fill out your W-2 using the information from your last pay stub.
- Answer any questions until you get to Let's check for uncommon situations.
- Check the box next to Didn't get a W-2 and select Continue.
- On the Let's check if you need a substitute W-2 screen, select Yes then Continue.
- Answer the follow-up questions. Select Print to download and print your IRS Form 4852.
As far as the state taxes, since you received the money after you moved to New York (NY), then all of this income should be taxed to NY. Enter zero wages in the W-2 for Virginia (VA), but enter the withholding. Enter total wages for NY, with zero withholding. This should allow a full refund from VA and the income taxed to NY. You will file part year resident for each state.
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