North Carolina 2010: Certain Customers with an Education Deduction

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.

Let us do the work for you. We highly recommend this.

1. Please download and print this Authorization Form.
2. Complete the form and fax it to us at the number printed at the top of the form.
3. A TurboTax representative will contact you (within 6 days) when your corrected return is ready to be securely emailed back to you.
4. You can print, sign and mail the corrected return to North Carolina.

Or you can make the corrections yourself. However, the amend process can be complex.

• To do it yourself, please follow these step-by-step instructions.
• After you make the changes to your tax return, you will need to mail a copy to North Carolina.
• If you need assistance, call us at the phone number in the email.