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New Member
posted Apr 5, 2024 10:33:14 PM

If I live in Florida (which does not have state income tax), but my pension/retirement is from Virginia, do I need to file state taxes with Virginia?

State taxes were withheld.

0 2 2696
2 Replies
Level 15
Apr 6, 2024 1:30:58 AM

Yes, VA non-resident to get back the withholding.  Tell the payer to stop VA withholding.

Level 15
Apr 6, 2024 6:11:50 AM

Agreed.   You should not be paying VA income tax on the pension even if it comes from VA, since you do not live in VA.  You will need to file a non-resident VA return for 2023 to recover the VA tax that was withheld. Contact the custodian of the pension plan and instruct them to stop withholding state tax.

 

 

https://ttlc.intuit.com/questions/2895920-why-would-i-have-to-file-a-nonresident-state-return