North Carolina 2010: Certain Customers with an Education Deduction
If you qualified to claim education expenses on the federal tax return, but selected an education credit instead, then you may not have the related education subtraction on your North Carolina tax return (Form D400, line 52.)
This issue has been fixed.
How to tell if you're impacted
You are affected if ALL of the following are true:
- You filed your North Carolina tax return prior to February 5, 2011 AND
- You qualified to take the education expenses on the federal tax return (Form 1040, line 34 or Form 1040A, line 19), but selected an education credit (American Opportunity Credit or Lifetime Learning Credit) instead. See Form 1040, line 49 or Form 1040A, line 31 for the federal education credit AND
- Your North Carolina tax return does not include an education deduction on Form D400, line 52.
If you are affected, you may have overpaid your North Carolina tax. If so, you will need to amend your North Carolina state tax return.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about North Carolina - Education Deduction.