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How do II get back money erroneously withheld for Virginia State taxes from my annuity each month. I did not live in Virginia nor make any money in Virginia.

TurboTax gives me only 3 choices:  Live in Virginia, More than one state. made money in Virginia.  None of these apply.
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2 Replies

How do II get back money erroneously withheld for Virginia State taxes from my annuity each month. I did not live in Virginia nor make any money in Virginia.

Select that you made money in another state and choose Virginia as that state.  This will allow you to file a non-resident tax return for VA.

See this TurboTax support FAA for information on a non-resident tax return - https://ttlc.intuit.com/community/state-taxes/help/how-do-i-file-a-nonresident-state-return/01/26066

 

  • If preparing a nonresident return solely to recover erroneous tax withholdings, enter 0 on the screen that asks for the amount of income earned in that state. This will eliminate your tax liability for that state, resulting in a full refund.
Hal_Al
Level 15

How do II get back money erroneously withheld for Virginia State taxes from my annuity each month. I did not live in Virginia nor make any money in Virginia.

The VA TurboTax (TT) software,like most states, will ask you to allocate each piece of income (wages, interest etc), including retirement income (which usually includes annuity income). Enter 0 as the VA portion of each 

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