North Carolina state tax was withheld by mistake from my IRA RMD in 2024. I became a full time resident in Florida Jan 1, 2024 and have no North Carolina income.
What course of action do I take to correct this and get this NC state tax withholding refunded to me. I do not have to file a NC state tax return as I did not have any NC income and was not a resident in 2024.
Any help is greatly appreciated
You would have to prepare and file a NC Nonresident tax return.
After fully preparing the Federal one, you would go thru the NC-Nonresident interview, and during the income allocation phase, you would indicate that every income type was zero NC income.
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NC might hold up the refund and send a letter asking questions about that...if they do, you'll have to provide them with bills, rental agreements....whatever needed to show you were in FL at the start of 2024...and beyond.
You would have to prepare and file a NC Nonresident tax return.
After fully preparing the Federal one, you would go thru the NC-Nonresident interview, and during the income allocation phase, you would indicate that every income type was zero NC income.
_________________
NC might hold up the refund and send a letter asking questions about that...if they do, you'll have to provide them with bills, rental agreements....whatever needed to show you were in FL at the start of 2024...and beyond.