TomD8
Level 15

State tax filing

First, look at Box 15 of your W-2 to see if your employer withheld DC or VA taxes.

 

If they withheld DC taxes, and you never lived in DC, you should file DC Form D-40B to obtain a refund of those incorrectly withheld DC taxes.

Here's a link to that form: https://otr.cfo.dc.gov/node/1450551

 

You only need to file a tax return for VA.  Because of reciprocity, all your earnings from DC are taxable by your resident state of VA.  In TT, enter VA as your State of Residence and answer No to having had "other state income."  

There is no "other state credit" for reciprocal states.

 

If your employer is withholding DC taxes, file DC Form D-4A with them as soon as possible.  Here's a link to that form:  https://otr.cfo.dc.gov/sites/default/files/dc/sites/otr/publication/attachments/2018%20D-4A.pdf

 

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.