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NC state tax question

I moved to NC in August in 2022.  I have not worked since before moving.  I do have social security, capital gains, interest and dividends.  Do I claim any of this on my state tax form? 

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3 Replies

NC state tax question

Enter that income on your federal return.  The information flows from your federal return to the state return.  NC does not tax Social Security.  If the other income you received is taxable in NC the software will follow the tax laws for the state.   

 

https://ttlc.intuit.com/questions/1901227-how-do-i-file-a-part-year-state-return

 

https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year

 

https://ttlc.intuit.com/questions/2895983-how-do-i-allocate-split-income-for-a-part-year-state-retur...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
MayaD
Employee Tax Expert

NC state tax question

If you were a part-year resident of North Carolina during tax year 2022 and you received income while a resident of North Carolina, and your total gross income for 2022 exceeds the amount shown in the Filing Requirements Chart for your filing status, you must file a 2022 North Carolina individual income tax return, Form D-400.  

 

North Carolina exempts all Social Security retirement benefits from income taxes. However, you need to report capital gain, interest and dividends received while you where NC resident. 

To file your part-year return check: How do I file a part-year state return?

To allocate your income between the states: How do I allocate (split) income for a part-year state return?

 

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NC state tax question

Thank you for your quick reply. Yes, I had done the federal already.  It showed my interest, capital gains, dividends and social security amounts without assigning an amount to any column (income while a resident of NC and income while a resident of another state). The statement above this said "enter a zero for any item not required to be allocated to North Carolina" 

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