part-time Virginia resident

[mly237]

I was a part time Virginia resident and retired in Feb 2019.  I  received money from my 401K I pulled all of it out I paid state tax on the money I pulled out do I have to allocate any of that money to Virginia?

[HelenC12]

Yes, you would allocate the portion of 401(k) money that you pulled out when you were a resident of Virginia. 

Allocation, in this case, means to assign income to the state you were living in when you earned it. We'll either ask you to separate the income you earned or to verify the allocation amounts we already calculated for you.

Allocating your income shouldn’t be too difficult, but it can involve some math. You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:

• Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions.
• Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions.

Earned income allocations

Unearned income allocations

Source: TurboTax FAQ

[mly237]

i took it as a lump sum $28,000 while i was living in Virginia.  Do I allocate it all or do i split it up and only use 5 months since I left the end of May 2019?

[JosephF8]

Since you took it as a lump sum. The entire amount belongs with Virginia.