@1421windsong wrote:
I appreciate your patience, trying to answer as simply as I can
Upon leaving VA, which was my permanent residence until 9/5, I then used NH as my primary for CA paperwork as it is a travel nurse job, and I no longer had any legal ties to VA such as an apartment or job waiting for me. I stated about the lease to show it ended and not ongoing while I'm in CA).
I appreciate your feedback on Live Chat and Live Full Service
TY
OK, your situation is fairly straightforward.
From January-September you were a resident of VA. You will file a VA state tax return as a part-year resident, for all your income that was earned or paid while you were living in VA. The fact that your work location was physically located in DC should not be relevant, what counts is where you physically lived. (However, if you had DC taxes withheld from your paychecks, you will need to file a DC return as a non-resident, reporting zero wages, zero taxes owed, and claiming a full refund of the amount that was incorrectly withheld.)
From September through the end of the year, you were a resident of NH. NH does not have a state income tax.
From October to December you worked in California as a non-resident. You will file a non-resident CA return that only reports and taxes the wages earned while you were living and working in CA. Other income that was paid while you were in California but was not from working (such as bank interest), is not taxed by California. It would only be taxed by your home state, but your home state doesn't have an income tax.
So you need two (or at the most 3) state tax returns, VA, CA and maybe DC. Both Turbotax Online and Turbotax Desktop installed on your computer can handle this situation. You would start by entering all your tax information on the federal side. Then you would indicate you were a permanent resident of VA for part of the year (and give the dates), a permanent resident of NH for the rest of the year, and a non-resident working in CA for part of the year. You will be asked to allocate your income accordingly, Turbotax can't do it automatically. But it should not be too difficult. It sounds like you would allocate 100% of your income from job #1 to VA, and 100# of your income from job #2 to CA. If you had bank interest or other non-work income, you would allocate it to VA or NH.
If you have DC withholding, you would create a non-resident return but allocate zero percent of your income to DC (because your DC income should all be allocated to VA according to DC and VA law). You would include your DC withholding, and because you owe no DC income tax, you should get a full refund of any DC withholding.
