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?

[AnnetteB · Accepted solution]

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. 

[shieldsbj]

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.