NORTH CAROLINA INSTRUCTIONS TO AMEND - SELF-EMPLOYMENT TAX DEDUCTION

Transcription

1 NORTH CAROLINA INSTRUCTIONS TO AMEND - SELF-EMPLOYMENT TAX DEDUCTION If you used TurboTax Online to prepare and file your original return, follow these steps. If you used TurboTax Desktop, skip down to Desktop Customer Start Here! 1. Save Your TurboTax Online 2010 return to your computer: a. Sign in to TurboTax Online and open your tax return b. On the Home tab, click Save your 2010 return to your computer. c. Save your return to your computer s hard drive, preferably in the My Documents folder for Windows or the Documents folder for Mac. The file is saved with a.tax2010 filename extension. d. Click on Save & Sign Out in the upper right corner of screen 2. Download the TurboTax Desktop version a. Go to and click on My Account

2 b. Click on the Downloads and Unlocks c. Sign in using your User ID and Password. d. Click on the Downloads that are available

3 e. Click the Sign Out in the upper right hand corner of the screen 3. Open Your Tax File in Desktop a. Open your desktop TurboTax product b. On the 1 st screen select Find a Tax File c. Go to the folder or location where you saved the.tax2010 file d. Select the.tax2010 file, and then select Open e. From the File menu, choose Save Desktop Customers Start Here! All customers (TurboTax Online and Desktop) follow these steps to begin to amend your North Carolina return: Follow these steps to begin to amend your North Carolina return: 1. Select Forms

4 2. Scroll down the left side of screen to North Carolina Individual and click on Info Wksheet 3. Scroll down the North Carolina Information Worksheet to Part VII Amended Return a. Check the box to indicate Filing a North Carolina amended return b. If you paid an amount when filing your original North Carolina return, enter that amount on the Previous North Carolina payment made line. You can find the amount you paid on North Carolina Form D-400, line 27.

5 c. OR if you received a refund with your original North Carolina return, enter that amount on the Previous North Carolina refund received line. You can find the amount of your refund on North Carolina D-400, line 28. d. Click the QuickZoom box to go to Form D400X-WS: Amended Income Worksheet. Note: The North Carolina Amend form is showing the numbers from your updated tax return in both columns A and B. You will need to change the amounts in Column A to the amounts from your original tax return North Carolina Form D-400.

6 4. Check the following box: Amended for other reasons 5. Scroll down to the Reconciliation Statement. Enter the amounts below in Column A in the Reconciliation Statement. Note: You will find these amounts on your original printed North Carolina tax return. If there is no amount in either column A or B for that line, still check to see if there was an amount on the original return. Line: Description: Enter Column A: Taxable Income Form D-400, line 10 Line 1 Total income tax Form D-400, line 16 Line 2 Tax credits Form D-400, line 17 Line 4 Consumer Use Tax Form D-400, line 19 Line 8 North Carolina earned income tax credit Form D-400, line 23 Line 9 Tax credit for small businesses that pay North Carolina unemployment insurance Form D-400, line Scroll down to the Explanation of Changes section. In the area for an explanation of changes made on the Amend form, enter the wording:

7 On the originally filed North Carolina tax return, Form D-400, line 52 incorrectly included an SE Tax Adjustment due to SE Health Deduction, SBJA. Now it s time to print and mail your amended return. Follow these steps: 1) On the toolbar, click on File and then Print 2) Choose All official forms required for filing 3) Uncheck the box for Form 1040: Individual 4) If necessary check the box for North Carolina Individual

8 5) Click Print button 6) The forms to mail to North Carolina will print. 7) The instructions will indicate any balance due that you need to pay or refund that you will receive. It will also include the address to mail the return. 8) Be sure to print out an extra copy to keep for your files.