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Returning Member
posted Apr 10, 2023 5:25:07 PM

I'm filing a joint Virginia return with my spouse who is a part year resident. I am a full year resident. Turbotax keeps insisting that I provide the dates I moved into or out of Virginia. It makes no sense!

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5 Replies
Expert Alumni
Apr 10, 2023 5:41:53 PM

It thinks you moved possibly, because your husband is a part year resident.  Does your husband work in another state? Are you filing a resident and non resident state tax return?  

 

When entering your state tax returns, when multiple states are involved, you should enter your nonresidential state tax return first.

 

Then enter your residential state tax return..

 

It is recommended to prepare the nonresident state first, because your resident state will provide you a credit for the tax you pay to the nonresident state.  By preparing the nonresident state first, TurboTax can transfer the credit information to your resident state to return. 

 

Click here for additional information on filing multiple state returns.

 

Click here for information regarding filing multiple states returns.

 

Click here for how to delete your state return in TurboTax desktop.

 

Click here for how to delete your state tax return in TurboTax Online.

 

If this does not help please feel free to come back to TurboTax Community with additional details or questions or click here for information on Turbo Tax Support.  You can connect with a Live TurboTax Agent and share your screen.

Returning Member
Apr 10, 2023 6:20:57 PM

Thanks for the answer, but this doesn't help. Two reasons: First, I'm the filer listed first in Turbo Tax, a full year resident of Virginia. I only have income in Virginia. My spouse has income in Pennsylvania and Virginia after moving to Virginia in April 2022. The spouse's Pennsylvania income was earned while a PA resident, and the Virginia income was earned while a VA resident. Because I am the filer in Turbo Tax, when I go to do my spouse's Pennsylvania tax based on our joint Federal Filing, Turbo Tax insists on including me. But I don't owe Pennsylvania anything and we only need to do an individual married filing separately Pennsylvania return for her. Turbo Tax can't seem to just grab her information. 

Second, my spouse doesn't need credit for PA taxes on the VA form, because she earned all income as a VA resident while working in VA.

Expert Alumni
Apr 11, 2023 9:56:00 AM

1. Following directions for a VA resident with a part-year spouse is important. VA instructions -page 13- for part year resident state: Part-Year Residents File Form 760PY As a general rule, part-year residents file Form 760PY. If 1 spouse is a full-year resident and the other is a part-year resident, the couple may file together on Form 760PY. The part-year resident spouse will compute a prorated exemption amount. The full-year resident spouse will claim the full exemption amount.

 

You must mark that you are filing a part-year return for both of you to get the correct tax liability. This will include all of your income and the VA portion for your spouse.

2. Correct, you will not use credit from the other state for a part-year return.

New Member
Apr 13, 2023 4:58:23 PM

I have this exact same problem. I think it is a programming error.  I can't efile it because Turbo tax is insisting that I (the full year resident)  complete the move in date.  ARRRGH.  I did all the tax computations by hand and the tax amount is correct.

Expert Alumni
Apr 18, 2023 11:10:59 AM

Use 1/1/2022 as your move into VA date.  If it asks for a prior state use Virginia.