turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gbneas
New Member

If I rec'd RMD for year as lump sum prior to moving from VA, is the entire amount taxable on Virginia state return or can I prorate it over the 12 month year?

took lump sum distribution for the year in February while visiting in FL but decided in May to not return to VA due to health issues.  As I use Turbo Tax, it prorates the exemptions but not the RMD.  Can I prorate the RMD or is it all taxable in VA as I received before changing residency?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG
Expert Alumni

If I rec'd RMD for year as lump sum prior to moving from VA, is the entire amount taxable on Virginia state return or can I prorate it over the 12 month year?

If you received your RMD as a lump-sum while a Virginia resident, you should report the total amount on your Virginia return.

Here's more info:

https://ttlc.intuit.com/replies/4777389

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies