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Live in Virginia, receive pension from Teachers Retirement System of North Carolina. NC state tax withheld on 1099-R. Do we have to file NC income tax form?

Forum|Forum|7 years ago
June 1, 2019
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Best answer by AnnetteB6

Yes, if you want to get any of the NC state taxes withheld possibly returned as a refund.

There is not enough information in your question to determine whether you are required to file a NC tax return (such as if you were a part-year resident), but the only way to get back those withholdings would be to file a return. If you were a resident of VA for the entire year, then you would file a non-resident NC tax return.

Also, be sure to contact the payer to request that they stop withholding NC state taxes.

A

AnnetteB6Answer

Yes, if you want to get any of the NC state taxes withheld possibly returned as a refund.

There is not enough information in your question to determine whether you are required to file a NC tax return (such as if you were a part-year resident), but the only way to get back those withholdings would be to file a return. If you were a resident of VA for the entire year, then you would file a non-resident NC tax return.

Also, be sure to contact the payer to request that they stop withholding NC state taxes.

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shieldsbjAuthor

Thanks. Husband retired from State of NC. Never lived there, always claimed VA residence, so considered non-resident of NC. No VA state taxes withheld, only NC. Not a lot withheld but I guess worth trying to get back, every little bit helps. Thanks again for speedy response.