I am in NC as well
1) While I agree that the NC instructions ask for a copy of the 1099R when there is a Bailey, I prepare taxes on a volunteer basis and we sent file a large number of returns where there is a Bailey every year; we do not mail in the 1099R where Bailey is present....and it has never come back to haunt us. Further, if you read the instructions, there are a lot of other documents that NCDOR ask for, but do not receive when a return is e-filed.
https://files.nc.gov/ncdor/documents/files/2020-D-401-Instructions.pdf
I think we have to trust that TT knows what it is doing given their expertise here.
2) NC estimated taxes - if you want to pay these estimated taxes, just go to the NC DOR website:
https://electronic-services.dor.nc.gov/wps/portal/nc40
it's easy.
