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!