Please find answers to your questions about VA claimof right. A claim of right repayment occurs when a taxpayer is required to repay income that they had reported and paid tax on in a previous tax year in an amount greater than $3,000. The repayment must be of funds that, when received, the taxpayer had a reasonable belief he or she had unrestricted access to.
Question 1 - there are no additional documents required for the federal and you can e-file that return.
Question 2 - For Virginia - the state of Virginia requires you to attach the computation of how the Claim of Right credit was calculated for both federal and state, so you would have to mail the return with the worksheets.
Note: The amount of tax benefit derived from the repayment must be included on the line of the Virginia return designated for Virginia income tax withheld, which is Line 26. To enter this in Turbo Tax, you would have to enter as a state estimated payment in the Federal Deductions and Credits section. See The" claim of right doctrine" is directly tied to IRC treatment
Per MaryK1101
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