Before filing your North Carolina return, review it to make sure it is complete and correct. The following questions may help you avoid errors that could delay your refund.
- Did you attach copies of all W-2 Forms and other statements to verify your North Carolina income tax withheld?
- Did you enter the correct amount of North Carolina income tax withheld on the return? Check to be sure you did not mistakenly enter your federal income tax withheld, social security tax, or state tax withheld but paid to another state.
- Did you enter the correct social security number? Make sure your correct social security number is on the return and on the W-2 Forms.
- Did you enter the correct amount of federal adjusted gross income as the starting point for your North Carolina return? For tax years beginning on or after January 1, 2012, the new starting point for the computation of North Carolina taxable income is federal adjusted gross income instead of federal taxable income.
- Did you erroneously enter zero as the starting point for the return? Enter your federal adjusted gross income from your federal return on line 6 of Form D-400. If federal adjusted gross income is a negative number, enter the negative amount and fill in the circle to indicate that the amount is negative. (Note: If you are completing a web-fill-in form on the Department’s website, enter a minus sign to indicate a negative number.)
- Did you enter additions to federal adjusted gross income on line 7 of the Form D-400? If so, lines 34 through 37 on page 3 of Form D-400 should be completed.
- Did you add lines 6 and 7 on the Form D-400? If you subtracted the amounts on these lines, your return is incorrect. Make sure that you added, not subtracted, these lines.
- Did you enter the North Carolina standard deduction or North Carolina itemized deductions on line 11 of Form D-400? Please see the Individual Income Tax Instruction Booklet to determine the correct North Carolina standard deduction or North Carolina itemized deductions.
- Did you enter the North Carolina personal exemption allowance on line 13 of Form D-400? Please see the Individual Income Tax Instructions Booklet for the North Carolina personal exemption allowance amounts.
- Did you check only one filing status? You are allowed only one filing status.
- Do you want part or all of your refund applied to next year's estimated tax? If you do not, you must leave line 30 blank on Form D-400.
- Did you double check the math on your entire return?
- Did you sign and date the return?