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How to check the box for border state to Virginia? Where is the link to that box? Will I still have to file the return for the border state (and buy its software)?

Greta
Level 7
 
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rbynaker
Level 11

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.

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rbynaker
Level 11

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.

View solution in original post

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The-Tax-Lady
Level 8

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.

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Greta
Level 7
I went to Part IV of the VA information worksheet, checked the box, but nothing happened. I'm ready to give up on it.
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Greta
Level 7
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?
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rbynaker
Level 11
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?
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