I live & work in NY while wife lives & works in VA (courtesy of pandemic & economy). We have homes in both states and a variety of non-wage income streams (interest and dividends) that are held jointly. TT says we must file VA state taxes as MFS even though our Federal filing is MFJ. I have tried the mock filing approach but I get stuck when it comes to these non-income streams. TT tells me they can't be reported as jointly owned even though they actually are.
The other curious piece is that we were in exactly the same situation last tax filing year and TT didn't force this upon us. We filed MFJ on Federal, VA and NY state returns. Why now?
It makes no sense to me split the interest and/or dividend bearing accounts. Must I track down the balance of these accounts at the end of 2023 and claim half belonged to each of us?
Please help me make sense of this madness.
TIA
