2018 Limitations

of The Benefit Bank

North Carolina state tax section

Before you begin, please review the forms that The Benefit Bank supports, as well as situations that may limit your ability to use The Benefit Bank.

If you have a unique tax situation that you think The Benefit Bank might not support but is not listed here, please contact the Help Desk for assistance.

Common General Limitations

You cannot use The Benefit Bank to file North Carolina taxes if:

  • You were not a resident of the state of North Carolina on December 31, 2018
  • You and/or your spouse were a part-year resident of North Carolina AND you and/or your spouse had income from sources other than wages and self-employment
  • You have to pay a penalty on underpayment of estimated tax
  • You plan to paper file your North Carolina 2018 tax return
  • You are filing an Amended return

North Carolina Tax Credits

You cannot use The Benefit Bank if you want to take these North Carolina tax credits:

  • Adoption Tax Credit
  • Qualified Business Investment Credit
  • Credit for Certain Real Property Donations
  • Credit for Rehabilitating Historic Structures
  • Business-Related Incentives and Energy Tax Credits

Complete List of Forms We Support

Below is a chart of North Carolina tax reporting forms that you can use to prepare your taxes in The Benefit Bank. Any form below that applies to you would have been mailed to you in January for use on your tax return.

You cannot use The Benefit Bank if you received a North Carolina tax reporting form that is not listed in the chart.

Reporting Form Name Unsupported Items
Form NC-1099-ITIN: Compensation Paid to an ITIN Contractor

The Benefit Bank supports the North Carolina tax forms listed in the chart below. Completed forms can be printed at the end of the North Carolina Taxes section. However, some of these forms have lines that we do not support.

You cannot use The Benefit Bank if you require a form for your tax return that is not listed in this chart.

Tax Form Name Unsupported Items
Form D-400 NC Individual Income Tax Return Lines 13, 21c, 21d, 22, 24, 26b, 26c, 26d, and 26e
Form D-400 Schedule S: NC Supplemental Schedule Line 2, 5, 11, 12, and 13
Form D-400TC: NC Individual Tax Credits Lines 10, 11, 12, 15 and 19
Form D-400 Schedule PN: Part-Year Resident and Nonresident Schedule Lines 2-5, 7-15, and 17-20
Form D-400V: Payment Voucher

Common Forms We Do Not Support

The Benefit Bank does not support the North Carolina tax forms and schedules listed below. If you require one of these forms or schedules for your North Carolina tax return, you cannot use The Benefit Bank.

Tax Form Name
Form D-410: Application for Extension, Individual
Form D-422: Underpayment of Estimated Tax by Individual
Form NC-40: Individual Estimated Coupon