Greta
Level 9
12-06-2019
04:21 PM
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Solved! Go to Solution.
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rbynaker
Level 13
12-06-2019
04:21 PM
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Yes, you'll have to file a border state return. The whole point of the "border state" box is to alter the calculation of the Other State Credit (in the taxpayers favor).
If you qualify, the box is on the Information Worksheet in the VA return in Part IV at the very bottom of Page 1.
Rick
Edit: If you pay-per-return, yes, you'll have to pay for the KY/MD/NC/WV return.
The-Tax-Lady
Level 9
12-06-2019
04:22 PM
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If you have ProSeries Professional, I believe you just download the States you want, no additional cost. Don't know about the "Border State" box. Normally the bordering states have reciprocal agreements not to tax each others residents if they work in those states. Wages earned are reported but no state tax withholding is done.
Greta
Level 9
12-06-2019
04:22 PM
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I went to Part IV of the VA information worksheet, checked the box, but nothing happened. I'm ready to give up on it.
Greta
Level 9
12-06-2019
04:22 PM
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I tried yet again to check the box on Part IV of the VA information worksheet, but it didn't check the required box on OSC for a border state. Any suggestions?
rbynaker
Level 13
12-06-2019
04:22 PM
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I just tested it and it worked for me. Which other state do you have? Do you have W-2 income or Sch C income in the other state? Is it doing the math correctly, just not checking the box? Or can you not get it to do the math right either?