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tax_inquirer
Returning Member

VA taxes: part year resident. Should I mail my federal tax return?

I lived in Virginia (VA) only part of the year. Before that, I lived in a different state

 

My employer deducted taxes for my previous state and for VA. They have a reciprocity agreement.

 

I already filed my federal tax return and the tax return for my previous state. I didn't get any "credit" from that other state as far as I can tell (unless paying them taxes is getting a credit which I doubt)

 

Should I mail my federal tax return along with my VA tax return?

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3 Replies
ErnieS0
Expert Alumni

VA taxes: part year resident. Should I mail my federal tax return?

Yes. Send a copy of your federal return.

 

If you completed any of the forms or schedules listed below, you must enclose copies with your Virginia return. Place these forms behind your Virginia return in the following order.

 

• If filing both Form 760PY and Form 763, enclose Form 763 behind Form 760PY so that the title of Form 763 can be seen over the top of the title of Form 760PY. Enclose a statement over the Form W-2 on Form 760PY stating that “Form 763 is enclosed behind Form 760PY.”

 

• Virginia Forms

- Schedule 760PY ADJ - Virginia Schedule A

- Schedule PY ADJS - Schedule OSC

- Schedule CR - Schedule of Income

- Schedule VAC - Form 760C or Form 760F

- Form 502FED-1

- Forms 304, 306, or 306B

- Any additional documentation as required.

 

Do not use staples.

 

• Federal Forms

- Complete copy of your federal income tax return.

- If claiming credit for income tax paid to another state on Schedule OSC, enclose a complete copy of the state tax return filed with the other state.

 

Do not use staples.

 

Withholding Forms

Be sure to include W-2, 1099 and VK-1 forms that indicate the same amount of Virginia income tax withheld as the amount you claim on your return.

 

Payments

Submit check with your return. If paying by credit card, please check the box on Line 35 of Form 760PY. Important: If you make your payment by check after filing your return, do not submit a copy of your previously filed return with your payment.

 

2021 Virginia Form 760PY instructions

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tax_inquirer
Returning Member

VA taxes: part year resident. Should I mail my federal tax return?

Called the VA dpt of taxation and explained my situation

 

They said I only need to send my 760PY (2 pages), 760PY schedule of income (2 pgs), W2 form -- VA copy, and my tax return for my previous state.

 

I asked explicitly if I had to send the federal tax return or even the W2 copy for the federal tax return and I was told that no, it's not needed. She clarified that I could be contacted to provide more information if necessary, including my federal tax return, and that only in that case I should send it.

MaryK4
Expert Alumni

VA taxes: part year resident. Should I mail my federal tax return?

Can you clarify why you need to mail your tax return?  In which state did you work? @tax_inquirer 

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