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Texas resident past two years; Virginia resident prior 20+ & retired there; 2019 form 1099-r block 12 says $1,967.20:What do I do

 
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2 Replies
BillM223
Expert Alumni

Texas resident past two years; Virginia resident prior 20+ & retired there; 2019 form 1099-r block 12 says $1,967.20:What do I do

First, contact your retirement plan administrator and tell them to stop withholding Virginia tax (I assume that VA is on there somewhere).

 

Second, to get that money back, you will have to file a nonresident Virginia return. Sorry, but that's the only option the states allow to get misdirected withholding returned to you.

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Texas resident past two years; Virginia resident prior 20+ & retired there; 2019 form 1099-r block 12 says $1,967.20:What do I do

Thanks for your help. I filed the Virginia NonResident request today. Hope it works out. The form was not complicated at all (VA Form 763-S).

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