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New Member
posted Dec 28, 2023 1:01:38 PM

763S

I was a full-time resident of North Carolina in 2023, but Virginia taxes were withheld from my Virginia Retirement System pension.  Can I use form 763S to request a refund of the taxes withheld without actually filing a Virginia tax return?

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4 Replies
Level 15
Dec 28, 2023 1:31:20 PM

"Can I use form 763S to request a refund of the taxes withheld without actually filing a Virginia tax return?"

 

Yes.   If you were a full-year non-resident of VA with no VA-source income to report, then you are not required to file a VA tax return.  Note that VA Form 763-S cannot be e-filed; it must be printed and mailed.

Level 15
Dec 28, 2023 1:40:05 PM

And get that fixed.....You will owe NC taxes on it. 

See if they can withhold NC taxes instead for the future. 

IF they can't withhold for NC, then you will likely need to arrange to pay NC quarterly estimated taxes instead.

New Member
Oct 11, 2024 7:23:40 PM

I am a nonresident of Virginia, the VA withholds taxes from my real estate investment income. Which form should I use to claim excess tax withholding, 763 or 763s?

Level 15
Oct 12, 2024 6:53:41 AM

@Jen_K --

 

You would use Virginia Form 763.