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

jlcowardmaj · ‎April 8, 2020

BillM223 · ‎April 8, 2020

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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jlcowardmaj · ‎April 8, 2020

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).

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