To generate an amended North Carolina return:
- Select Amended Return from the navigation menu.
- Pay for the amended return, if required.
- Review the Filing an Amended Return information and select Continue.
- Select Amend State Return(s).
- Select + Amend State.
- Scroll to the bottom of the North Carolina menu and select Amended Return.
- Complete the applicable amended return sections and update the return as needed.
What If I Received a Refund From My Original North Carolina Return?
If you received a refund from the original North Carolina return, the refund amount must be entered on the amended return so the amendment can be calculated correctly.
Program Path: State > Amended Return > Payments and Credits
Enter the refund amount in: Amount of Refund Received From Original Return
What If I Originally Owed North Carolina Tax?
If you made a payment with your original North Carolina return, enter the amount paid on the amended return.
Program Path: State > Amended Return > Payments and Credits
Enter the payment amount in: Amount Paid With Original Return
Explanation of Changes Required
North Carolina requires taxpayers filing an amended return to explain the reason for the amendment.
Examples include:
- Additional income reported
- Corrected withholding amounts
- Federal return changes
- Added deductions or credits
- Dependent changes
Program Path: State > Amended Return > Explanation of Changes
Provide a clear explanation describing:
- What changed
- Why the change was necessary
- Any supporting documents included with the amended return
Supporting Documentation
Attach copies of documents that support the change being made, such as:
- Forms W-2
- Forms 1099
- Schedules K-1
- Corrected tax statements
- IRS notices
- Other supporting schedules
Only include documents related to the changes being made unless North Carolina specifically requests additional information.
How Do I File My Amended North Carolina Return?
At this time, amended North Carolina returns prepared through the program should be printed, signed, and mailed to the North Carolina Department of Revenue.
To Print the Return
- Select Summary/Print from the navigation menu.
- Select View Return.
- Print the amended return PDF.
- Sign the return.
- Mail the amended return and all required supporting documents.
Note: Review the printed amended return carefully before mailing. Compare the original and amended returns to verify that all intended changes have been made.
Mailing Address
The appropriate mailing address is printed on the amended return and may vary depending on whether:
- You are claiming a refund, or
- You are submitting a payment with the amended return.
The current mailing addresses can also be found on the North Carolina Department of Revenue website.
Additional Information
If your federal return is amended and the changes affect your North Carolina return, you may also need to amend your North Carolina return. Review the current North Carolina filing instructions for additional requirements and filing deadlines.
Taxpayers claiming an additional refund should file the amended return within the time period allowed under North Carolina law. Consult the North Carolina Department of Revenue instructions for specific limitation periods applicable to your situation.