topic Do I need to submit any attachments if filing in West Virginia as a nonresident? in State tax filing

Do I need to submit any attachments if filing in West Virginia as a nonresident?

scsiguru — Sat, 08 Feb 2025 13:02:35 GMT

We moved out of West Virginia in December 2023. My wife is receiving a government pension and in January 2024 the pension administration inadvertently withheld state taxes from her annuity. It was fixed the following month. Now I need to file a West Virginia tax return to get that amount back. I was told to file as a nonresident. What,, if any, documents do I need to submit with my tax return?

Re: Do I need to submit any attachments if filing in West Virginia as a nonresident?

MindyB — Sat, 08 Feb 2025 13:48:40 GMT

Yes, you should file as a nonresident and no documents specific to being a nonresident are required.

According to the instruction booklet for West Virginia 2024 West Virginia Personal Income Tax Forms & Instructions, you are a full-year nonresident, and they do not require any special attachments.

Re: Do I need to submit any attachments if filing in West Virginia as a nonresident?

scsiguru — Sat, 08 Feb 2025 14:55:01 GMT

Thanks for this helpful information! Since this affects my wife do we file as married filing separately OR married filing jointly or does it really matter?

Re: Do I need to submit any attachments if filing in West Virginia as a nonresident?

DianeW777 — Sat, 08 Feb 2025 15:02:46 GMT

It really doesn't matter. West Virginia (WV) does not require the filing status to be the same as the federal. There should be a full refund of the tax withheld since you are nonresidents.

@scsiguru