State tax filing
Those entries transfer from the Federal section.
NC Sched S:
1) Part A, Line 1: That value transfers from whatever you entered on your 1099-DIV forms (Box 11) plus any 1099-INT (box 8). For each of those forms you entered, you were supposed to indicate what states the Bond interest came from on a follow-up page after each of the main -INT or -DIV forms you entered. Usually it's easiest to just select "Multiple States" from the end of each list of states... (You do NOT select NC for all of it, unless you actually bought only NC-specific bonds for box 8 on a 1099-INT).
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2) Part B, Lines 19 & 20: It would be pretty rare to have something on both of those lines...( though it might be the case for a married couple. One with regular military 1099-R, and the other with some Fed/State/MilitaryGovt- Bailey eligible 1099-R. ) A single 1099-R cannot be both Bailey Settlement eligible (line 19) and Military exempt (line 20). That would be double dipping.
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2a) For a Military Retirement 1099-R that is NOT Bailey eligible, you would enter the 1099-R in the Federal section, and on a page that follows the main form, the is one that asks "Where is This Distribution From". You would select "United States Armed Forces Retirement Benefits", but the NC Distribution amount must be the same as line 2a of the form 1040.
(But if line 2a is empty or Not Determined....it should be thee Federally-taxable amount of line 1 ...if that is less..usually not).
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Then, when you get to the NC interview, on the NC Income page, it asks about a Military Retirment amount, and you will enter that same value in there, and the $$ will then show up on line 20 of the Schedule S.
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2b) IF instead the 1099-R is Bailey Settlement Eligible....ti can be from a number of Military/Federal/State
sources...BUT...the pension must have been 5-year vested as of 12 Aug of 1989. IF it was, then you just edit the 1099-R, and on the follow-up page you indicate it was a Bailey Settlement. Again, the NC distribution amount must be filled in, and once selected (And you work yoru way out thru all of the other form questions), the $$ automatically show up in Part B, Line 19 of the NC Schedule S (double-check it on the Income page in the NC interview).
(AND AGAIN...you cannot have both #1 and #2 for the same 1099-R form...one or the other)
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