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State tax filing
In TurboTax, as you prepare your Virginia income tax return, on the Part-Year allocation screen, manually enter the Virginia portion of W-2 income earned, while a resident of VA. Here's a few ways to do that:
Method 1: This is the simplest method of all and the most accurate if your income fluctuates from paycheck to paycheck.
Find a pay stub with the pay period ending around the time of your move. The YTD (year-to-date) amount on the pay stub is how much you earned while residing in your former state.
Method 2: This method is pretty accurate as long as your income is more or less the same from paycheck to paycheck.
Estimate the number of weeks/months you worked at that job while a resident of one state and divide it by the total of number of weeks/months you worked at that job to come up with a factor. Apply the factor to your total income from that job to come up with the allocation for that state.
For example, if you worked at that same job the entire year and moved in early May, you earned roughly 4 months' worth of income (1/3 or 33% of your total income) in your old state. Multiply the total income from that job by .33 to obtain the allocation for your former state. The remainder gets allocated to your new state.
Method 3: This method is the most accurate, but it also assumes your income is more or less the same from paycheck to paycheck.
First, find the Julian date of your move (also called an ordinal date). Search for Julian date in your favorite search engine.
- , if you moved on August 8, 2022, the Julian date is 220, which simply means August 8 is the 220th day of 2022.
Then divide your Julian date by 365 to come up with a factor, which should be less than 1. Apply your factor to the year's total income from that job to get the income allocation for your former state. The remainder is allocated to your new state.
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