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Level 3
posted Feb 27, 2025 9:01:38 PM

What 1099s, etc. required to send with state (NC) tax?

TT Friends -

 

I filed my federal tax electronically but am planning to mail my North Carolina state tax in order to save the $25 e-file fee. I did this last year and it all went well.  I can't remember if I had to submit any supporting 1099s (INT, DIV, etc.)  The TT instructions said to only include 1099s, etc. "that show North Carolina tax withheld."  I had no tax withheld.  Do they get this income information elsewhere so no need for me to send hard copies?  Thanks!

 

  Bob

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1 Best answer
Expert Alumni
Feb 28, 2025 4:23:45 AM

When mailing your North Carolina return, send:

 

- your complete North Carolina tax return (all forms and schedules that support amounts claimed on the return attached)

- a copy of your federal return (pages 1-2)

- W-2 or 1099 forms that show NC withholding (the state will verify the income from your federal return)

- 1099-R if you claimed the retirement income deduction

2 Replies
Expert Alumni
Feb 28, 2025 4:23:45 AM

When mailing your North Carolina return, send:

 

- your complete North Carolina tax return (all forms and schedules that support amounts claimed on the return attached)

- a copy of your federal return (pages 1-2)

- W-2 or 1099 forms that show NC withholding (the state will verify the income from your federal return)

- 1099-R if you claimed the retirement income deduction

Level 3
Mar 1, 2025 11:45:28 AM

Thanks. I appreciate the response.