Will I get money back for getting charged state taxes from a different state?

SGT Private RallyPoint Member — Fri, 27 Mar 2020 20:49:11 -0400

Hi so I was in the Army Reserves in Utah joined active duty and I am in Washington now. I'm still getting charged state taxes from utah when In Washington doesn't charge taxes to militarily personal. I'm wondering when I get this fixed will I get my money back from the militarily? I have told my S1 multiple times and we all know how that goes.

Response by CPT Private RallyPoint Member made Mar 27 at 2020 9:36 PM

CPT Private RallyPoint Member — Fri, 27 Mar 2020 21:36:03 -0400

Did you ever formally change your Home of record or state of legal residence?

Response by SGM Private RallyPoint Member made Mar 27 at 2020 9:49 PM

SGM Private RallyPoint Member — Fri, 27 Mar 2020 21:49:03 -0400

You can "tell S1" as much as you want and see how that goes.

To fix this you need to submit a DD Form 2058 to finance, effective date the day you moved to WA.
You get the state taxes back when you file a final return for UT state taxes, DFAS doesn't pay back tax witholdings.

Response by Lt Col Jim Coe made Mar 28 at 2020 1:55 PM

Lt Col Jim Coe — Sat, 28 Mar 2020 13:55:01 -0400

You need to complete a new tax withholding form (W-4) with Washington as your state for tax purposes. To make sure this is entirely legal, suggest you make Washington you home of record with the Army, get a Washington Driver's license, and register to vote in Washington. If you have a car, you should tag it in Washington also. Avoid the three-state problem by at least having your driver's license and car registration from the same state. Transfer the car title also if it isn't too big of a hassle.

Money won't come from the Army, but may come back from the Utah department of revenue. If you changed states during 2019, then complete your Federal tax return first, then the return for the state of which you ARE NOT a resident or were a partial year resident (Utah), and finally the state tax return for the state you live in now (Washington). This is important because you'll be able to deduct the taxes you paid to your former state from the tax bill for the current state. If you moved in 2020, then the two state tax returns will be something you file in 2021.

Response by MAJ Ken Landgren made Mar 29 at 2020 7:35 PM

MAJ Ken Landgren — Sun, 29 Mar 2020 19:35:24 -0400

You should contact the tax and revenue office for Utah.