Quick Guide to Eligibility Requirements: eFile for Free and eFile for a Fee

eFile for individual income tax is closed for the season. Check back in January 2017 to eFile your 2016 individual income tax return.

The following eFile for Free and eFile for a Fee programs provide electronic filing options for eligible taxpayers through a partnership between the IRS, the North Carolina Department of Revenue (NCDOR), and participating eFile providers (private sector, tax software development companies).

This is a quick reference guide to assist you in selecting a company, based on your eligibility, to either eFile for Free or eFile for a Fee. Companies are not required to support all of the forms and schedules to participate in our program. Therefore, prior to your final selection, we advise that you visit the website of the company of interest (click on Product Name) to ensure that the software will be sufficient to meet your tax preparation and filing requirements.

Please note that the listed information is provided from tax software companies and is subject to change. As new information or additional software products are made available to the Department, this page will be updated. The North Carolina Department of Revenue does not endorse any specific tax filing product.

For your convenience, Step by Step Instructions are available regarding the selection of a eFile for Free or an eFile for Free or eFile for a Fee option.

Eligibility Requirements: eFile for Free
Important: to access any eFile for Free product, you must start from one of the website links below. Using any other link to access eFile software may result in fees or charges.
Product Name / Website Link Age (as of 12/31/15) Residency Status AGI (Adjusted Gross Income) AGI for Active Duty Military Payment Options
1040Now
Important: eFile for Free limited to 3 free returns per computer
No age restrictions NC resident $32,000 or less $32,000 or less Yes
Average1040.com No age restrictions Full year resident $3,500 or less $3,500 or less including Reservists and National Guard No
H&R Block Free File Edition Between ages 17 and 50 US citizen or US resident alien Federal AGI: up to $62,000 Federal AGI: up to $62,000 with no age limit Yes
Online Taxes at OLT.com No age restrictions No restrictions Federal AGI: Between $13,000 and $62,000   Yes
TaxAct®Free File See AGI column No restrictions $50,000 or less and age 56 or younger, or Eligible for Earned Income Tax Credit (EITC) $62,000 or less for Active Duty Military Yes
Intuit TurboTax Freedom Edition No age restrictions Full year, part year, or non-resident $31,000 or less, or Eligible for Earned Income Tax Credit (EITC) $62,000 or less for Active Duty Military including Reservists and National Guard serving in 2015 No
The Benefit Bank® of North Carolina No age restrictions NC full year resident Up to $95,000 if married filing jointly; Up to $65,000 for other filing status   Yes


Eligibility Requirements: eFile for a Fee
Important: if you don't qualify for eFile for Free, other options include the following:
Product Name / Website Link Cost Residency Status Payment Options
OLT Online Taxes If not qualified for eFile for Free,
Federal = Free and State = $9.95
Premium Federal = $7.95 and State = $7.95
No restrictions Yes
Average1040.com

State only = $10.82 (free with Federal filing)
Federal only = $10.82
Federal and State = $10.82 (State is free)

Full year only, does not support part year or nonresident No
1040Now If not qualified for eFile for Free, 1040NOW = $9.95
1040 / 1040A = $19.95
State = $17.95
Full year, part year, or nonresident Yes
TaxAct® Online If not qualified for eFile for Free,
paid Federal and State starting at $14.99 each
No limitations Yes
eSmart Tax Federal = Free and
State = $14.95 to $34.95
Full year resident only Yes
Liberty Online Federal and State = $14.95 to $69.95 Full year, part year, or nonresident Yes
eSmart FFA Federal = Free and State = $19.95 Full year, part year, or nonresident Yes
TaxSlayer.com Federal = Free and State = $12.99
Classic Edition: Federal = $12.99 and State = $14.99
All residency types Yes
TurboTax Tax Software State only = $34.99 (simple return) and Federal only = Free (simple return)
Federal and Deluxe State = starts at $36.99
Full year, part year or nonresident No
H&R Block Online If not qualified for eFile for Free, cost varies according to time of year, please visit www.hrblock.com/online-tax-filing/basic-online-tax-filing/ US citizen or US resident alien No
FreeTaxUSA® Federal = Free and State = $12.95 (regardless of complexity) Full year, part year, or nonresident Yes

 

 

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