- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am in Iowa so this is out of my realm. Couple of questions. Client is a foreign service officer based in Africa. Now doing 2023 return. California has been her domicile, but in August 2023 she bought a home in Virginia.
She sold a Washington, DC rental house that she has been depreciating. She has never been a resident of DC, so Lacerte is not generating a normal return, just a D-40B (more on that later). Does the sale need to be on a DC-30? We do not prepare that form for her.
Her W-2 has never had a state listed before. This year it has DC and a small amount of DC withholding. I'm presuming because she was pulled out of Africa temporarily. Lacerte generates the D-40B to get that withholding back since she is a nonresident. She does not have to report that W-2 income on a Virginia return as a part year resident, does she? There is no Virginia withholding at all, and I'm not sure she worked after moving to VA.