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.
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|
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|