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February 28, 2025
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What 1099s, etc. required to send with state (NC) tax?

  • February 28, 2025
  • 1 reply
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TT Friends -

 

I filed my federal tax electronically but am planning to mail my North Carolina state tax in order to save the $25 e-file fee. I did this last year and it all went well.  I can't remember if I had to submit any supporting 1099s (INT, DIV, etc.)  The TT instructions said to only include 1099s, etc. "that show North Carolina tax withheld."  I had no tax withheld.  Do they get this income information elsewhere so no need for me to send hard copies?  Thanks!

 

  Bob

    Best answer by KeshaH

    When mailing your North Carolina return, send:

     

    - your complete North Carolina tax return (all forms and schedules that support amounts claimed on the return attached)

    - a copy of your federal return (pages 1-2)

    - W-2 or 1099 forms that show NC withholding (the state will verify the income from your federal return)

    - 1099-R if you claimed the retirement income deduction

    1 reply

    KeshaHAnswer
    February 28, 2025

    When mailing your North Carolina return, send:

     

    - your complete North Carolina tax return (all forms and schedules that support amounts claimed on the return attached)

    - a copy of your federal return (pages 1-2)

    - W-2 or 1099 forms that show NC withholding (the state will verify the income from your federal return)

    - 1099-R if you claimed the retirement income deduction

    BobbyC777Author
    March 1, 2025

    Thanks. I appreciate the response.