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After you file
Yes, I selected "Amend a return" at the beginning. It's actually an amended return of an amended return :).
I changed Box 1 of one of the W-2s because I got a letter saying that I had an income tax offset due to an overpayment from 2022 that I repaid in 2023. It was less than $3000 so I could not use the deduction or IRC method to recover the tax.
The PDF file contains the following:
Federal
Filing Instructions (Pages 1 and 2)
1040ES: Estimated Tax Voucher (1 through 4)
Form 1040-V Payment Voucher
Form 1040-SR Tax Return for Seniors
Schedule 1 Additional Income and Adjustments to Income
Form 8889 Health Savings Accounts
Postmark Report: Electronic Postmark
North Carolina
Filing Instructions
Form D-400AM Amended Schedule
Form D-400 Individual Income Tax Return
Form D-400S Supplemental Schedule
So are you saying I only need to file Form 1040X federal and Form D-44AM North Carolina (along with the letter I received from the employer about the overpayment as an attachment)?
When TurboTax says I have to mail it, it has a link that says "Learn More", but the link doesn't actually tell me anything, such as how to get filing instructions. It is a page that shows the filing deadlines for 2024.
Thank you for you help, @fanfare!