I want North Carolina income tax withheld from my monthly retirement benefit on the following basis. (You MUST complete Marital Status and Allowance below.).Log in to your ORBIT account each year to review and make any beneficiary and tax withholding changes you deem necessary. In which state should I file a claim if I live in North Carolina or another state? Your free and reliable North Carolina payroll and tax resource. Including federal and state tax rates, withholding forms, and payroll tools. NC4 and NC4 EZ: These forms are for state tax withholding. AARP's state tax guide on 2024 North Carolina tax rates for income, retirement and more for retirees and residents over 50. The earnings on your investments are federally tax-deferred and tax-free, if used for qualified disability expenses. This can make filing state taxes in the state relatively simple, as even if your salary changes, you'll be paying the same rate.