State tax filing

Yeah, thing is you shouldn't be using the NC Ret Ben worksheet at all (except possibly to tag the "Type" column as an "N" if not already set that way.) you need to be using the interview ONLY unless you are more experienced with the Forms Mode worksheets (many many years)

 

Yes, the final column for your pensions/401k/ IRA should be a zero (I'd guess...Unless ROTH accounts).

 

1)  Those are NOT deducted from the GROSS income included for calculating the NC initial tax (before being reduced later), and if you changed that final column to be the same as the Federally-taxable amount, then NC should complain and may well have a major problem with it.

(see first Picture below). 

 

2)   AND the Federally-taxable portion SS is taken out properly lower on the worksheet's page.

 

3)...THEN... If you go thru the whole actual NC non-resident interview Q&A, you take those $$ out as being NC-taxable during the allocation process.  (See second picture below.  For a retired person actually having some $10k of Part-time job work in NC as a nonresident)

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NR_NC_RetWksht.png

 

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NR_Allocation.png

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*