DC witholding but did not reside there

[Terry O]

Ok - -federal agent moved from NY to VA in May and was unaware that he was having DC withholding instead of VA until he changed his address on the W-4 in Nov. when they closed on the new house. From May to Nov they were renting in VA.

Now I have 3 different states, however, he never resided in DC. Is there anyone familiar with this situation?

Thanks!

[Lion EA]

DC NR return to get his withholding back, but check the instructions for DC and VA returns to see if there's a reciprocity agreement that could simplify how you file for this client.

[Terry O]

THANK YOU - -will do!

[Pacun]

THANK YOU - -will do!

I am from DC and you need to file form D-40B. Make sure to fill out page 2. You pay taxes where you live regardless where you work if you live in DC, MD or VA. I would attach copy of the state VA filing when requesting the refund.

[Terry O]

Pacun, Thank You!