North Carolina individual income tax returns may be filed electronically for the 2020 tax year by utilizing the Federal/State Electronic Filing Program. This program allows you to file both the federal and North Carolina returns in one transmission. The state tax data is subsequently retrieved by the North Carolina Department of Revenue (hereafter referred to as the "NCDOR").
Currently, the Ogden Service Center supports North Carolina for electronic filing. Therefore, the North Carolina electronic return will be transmitted to the Ogden Service Center regardless of the location of the Electronic Return Originator (ERO).
Before any North Carolina returns may be filed electronically, you must have been accepted into the Federal/State Electronic Filing Program. The application process is as follows:
To participate in the Federal/State Electronic Filing Program, participants must first be accepted by the IRS. For more information regarding the federal application process, see IRS Publication 1345 and IRS Publication 3112. You may also call the IRS ERO helpline at 1-866-255-0654 or visit http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-Provider.
The following North Carolina forms are eligible for electronic filing:
Returns which are excluded or disqualified from electronic filing at the federal level may not be filed electronically at the state level. Additional state exclusions include:
If the resident state is North Carolina, the extension can be selected from
The North Carolina electronic file is created, released and transmitted simultaneously with the federal electronic file. The files will be transmitted to the IRS Ogden Service Center, and the state tax data will subsequently be retrieved by the NCDOR. Therefore, no additional steps are required during this stage of processing.
The presence of an electronically filed state return will be indicated by the appearance of the state's standard two letter postal abbreviation in the State column of the Electronic Filing Status system.
Once the NCDOR has retrieved the state tax data, an acknowledgment is issued indicating acceptance or rejection. If you are a service bureau customer,
The NCDOR will accept the transmission of balance due returns for the 2020filing season. If you do not want a balance due or zero balance due return for North Carolina electronic filing,
North Carolina now allows electronic withdrawal for electronically filed returns. The payment draft date or effective date must be a valid banking date that does not include weekends or bank holidays. When entering the draft date, the taxpayer will be provided with the earliest possible effective date. This date is based on a 5:30pm EST cutoff. If it is after 5:30pm EST, the actual draft date may be a later business date. The payment information must be submitted at least one banking day prior to the payment due date in order for the payment to be received timely. Payments received beyond the payment due date are subject to penalty and interest. A NCDOR Confirmation will be emailed when the payment is received. If the payment is returned from the bank unpaid, the taxpayer will be subject to a "Penalty for Bad Electronic Funds Transfer". The penalty is 10% of the payment (minimum $1.00; maximum $1,000.00).
If the taxpayer choose not to pay by direct debit,the ERO or transmitter is responsible for giving the taxpayer Form D-400V, Electronic Payment Voucher, and for instructing the taxpayer on submitting the voucher with payment. Payment for any tax due must be remitted by the taxpayer with Form D-400V to the NCDOR by the April 18, 2021 deadline to avoid all applicable penalties and interest.
The ERO or transmitter should advise the taxpayer that a Notice of Tax Assessment may be received from the NCDOR as a reminder that payment of tax is due on or before April 18, 2021. The taxpayer may use the bottom portion of the Notice of Tax Assessment to remit payment in place of the D-400V.
Form NC D-400V should be mailed to:
North Carolina is offering direct deposit of state refunds for tax year 2020. Refunds from North Carolina may be deposited either in the same account as the federal refund or in a different account. Direct deposit information may be entered on
Approved refunds will be processed within 14 days from the date of the acknowledgment from the NCDOR. If a delay does occur, taxpayers are advised to wait five (5) weeks from the date of acknowledgment before calling or writing the NCDOR to inquire about the status of a refund check. The telephone number for income tax information and assistance is 1-877-308-9103. When making inquiries the taxpayer will need to provide his/her social security number, name, address, and the North Carolina acknowledgment date, and indicate that the return was filed electronically.
North Carolina also allows electronic filing of estimate payments. All four payments are sent with the return electronic file, and will be withdrawn on the standard estimate due dates in April, June, September and January. North Carolina allows overrides of the standard due dates at the time of the original submission. Once the return is accepted, the payments are scheduled and cannot be revised through the tax software.
Phone: 1-800-739-9998, option #2, option #1 (Individual Support)
Fax: 1-316-612-5830
Form NC-8633
Form NC D-400V
Income Tax Information and Assistance
1-877-308-9103
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