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posted Mar 24, 2024 6:38:48 AM

Married Filing Jointly; One spouse Moved from VA to NC, other spouse remained in VA; VA Part-Year Resident Form Errors

I am using TurboTax Deluxe Online. My spouse and I are married and filing jointly. At the beginning of 2023, we were both VA residents, however midyear, I moved to NC. I have reflected this in the My Info section of TurboTax. When attempting to e-file taxes, I receive a notice there are issues with my Virginia forms which need to be addressed.

 

Specifically, TurboTax Online is asking me to enter a date which my spouse moved into VA (SP To Date), or left VA (SP From Date). I have left both dates blank as my spouse was a VA resident for the all of 2023. Interestingly, the state to which I moved (NC), is blank on the worksheet and I am not asked about it or able to manually fill it in. I've attached a screenshot.

 

Please let me know if you need additional information to advise on the best way forward. 

 

Thanks!

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1 Replies
Expert Alumni
Mar 27, 2024 8:47:26 AM

VA page 6 has the explanations and you probably need to file as a full year resident and claim a credit for NC tax paid. See 2023 Form 760PY - Part-Year Resident Individual Income Tax