Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- DC tax on outside income of military stationed in DC
DC tax on outside income of military stationed in DC
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
poolcleaner
Level 9
03-13-2024
02:56 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client has been stationed in DC for the full year of 2023 in the military. She is considered by the military to be a resident of Texas even though she was in DC all year. She did several part time jobs during the year for which she was given W-2s with DC withholding. I cannot decide whether she needs to file a D40 (resident) or a D40B (non-resident). I talked to the DC Revenmue Service and they said to file the D40B requesting all the withholdings back and then if DC rejects it, to file again on the D40! A military site said that she needs to pay DC tax on her part time income but spouses do not. Help!!!
Another Former AllStar
Labels
4 Comments 4
sjrcpa
Level 15
03-13-2024
09:23 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Gee thanks Rick. 🙂
I've never had this particular situation, but my quick look says you file the D-40 and subtract the military wages.
The more I know, the more I don't know.
poolcleaner
Level 9
03-13-2024
09:50 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Crazy, but the customer help in DC says to use the D-40B and request all the withholding back. If that is rejected, then you file the D-40. There is no way to do any of the things they tell you to do because the forms do not have the necessary lines.. The worst is completing the Form D-40B and then ProSeries will not let you print anything!! Four hours of trying with client sitting with me and I finally went to the DC website, found the form, filled it in and printed with no issues! It cannot be efiled.What a nightmare it has been. Military sources say you have to pay the taxes on the extra income but if T/P has a spouse, it is very easy to excuse them from DC taxes so why not the actual person in the military?
