Employer didn’t switch state taxes on W2 when I moved. Please help.

[Markith]

I moved from VA to PA in the middle of 2023. My W2 was never updated and I paid All of my state taxes for the year to VA.  I realize that VA and PA have a reciprocal agreement. I’m just not sure as to what I need to do to correct this error. My payroll group was no help. Thanks in advance. 

[Cynthiad66]

You will need to do part-year returns for both VA and PA.  Make sure that you prepare your PA return last if that is where you lived on December 31, 2023.

If you were a resident of two different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.

TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly for us to do so. We'll ask about where you lived in 2023 when you set up your personal information.

If you need to add this information after you've begun your return:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

1. Sign in to TurboTax and select My Info.
2. A Your personal info screen appears.
3. Question number 2 asks you the state(s) you lived in during 2023. Select your state of residence from a dropdown menu.
4. You'll also be asked if you lived in another state in 2023. Answer Yes and a new section will appear asking for your previous state of residence. Select the other state you lived in.
5. Fill out the date of when you moved to your current state.
6. If the rest of your information is accurate, select Continue.

After you finish entering your federal return info, you'll automatically move to the State Taxes section, where you'll see your part-year states listed. We suggest you prepare the return for your former state first, followed by the return for the state you currently live in.

Important: If you also see a nonresident state return in the State Taxes section, complete that return before you work on your part-year return(s) to ensure your tax credits are calculated correctly.

[Markith]

Thank you Cynthia!  So I basically just file as if my W2 was correct??  I figured I had to get a refund from VA and pay PA?

Thanks again 

[Cynthiad66]

Yes.  If the returns are entered properly the program will calculate each state.  Enter the information as it is on the W-2s but make sure the dates you lived in VA and PA

 are accurate.  The number of days in each location is key.

@Markith