Thankyou for your response!
Thanks for your answer!
1. I'm using "desktop" Home and Business.
2. The 1099-R Bailey Forms are just for my spouse, a qualified federal civilian, no military. We've been filing with the Bailey exemption for his pension for a number of years with no issues once we sent in a couple of forms. This year is the first time with the pension and an RMD from his Thrift Savings Program. The 1099-R arrived with the "IRA/SEP/SIMPLE box NOT checked and with nothing entered in Box . (If I leave it unchecked it sorts this into the "pension" bucket on income summaries. If I go ahead and check that box, it gets sorted into IRA distribution. Otherwise there is no effect on it counting as "Bailey".)
3. I had entered the forms manually. I did delete the two 1099 -R forms this morning and enter them again, manually. I got the same error message. However, I decided to plow ahead, and TurboTax appears to be letting me file, at least up to the point of adding direct deposit information, even with the error code.
As an aside, I had checked, out of old habit, that the pension form was a CSA-1099, instead of a 1099-R. I've now fixed that.
I am still waiting on an additional investment form before filing on Friday, so I may just let this percolate until then. If I still believe that the transferred numbers are correct and North Carolina is treating the right things as "Bailey" I will go ahead and file, even with the "error" codes.
Thanks!
