Bloomberg Tax
July 2, 2019, 6:39 PMUpdated: July 3, 2019, 7:12 PM

North Carolina Sets ‘Kaestner’ Refund Deadline (1)

Andrew M. Ballard
Andrew M. Ballard
Staff Correspondent

Certain North Carolina taxpayers have until Dec. 21 to apply for refunds of tax payments linked to a late-June U.S. Supreme Court ruling.

  • In the North Carolina v. Kaestner Family Trust case, the high court found that a trust beneficiary’s residence in North Carolina didn’t establish enough of a connection for the state to tax the trust. The Kaestner trust paid more than $1.3 million in taxes to North Carolina, but challenged the state’s law.
  • The state Department of Revenue issued a July 2 notice describing the law regarding the statute of limitations on requesting tax overpayment refunds and special ...

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