AmyC
Expert Alumni

Retirement tax questions

When you are going through the NC return,  see Here's the income that North Carolina handles differently. You should see the Bailey pension listed and the non-taxable amount showing. When you click on Edit, it shows the Bailey Settlement being deducted from the federal pensions.

 

Are you not showing the Bailey Pension?

  • If not, return to the federal section and review your answers after the 1099-R entry.
  • If it is showing, then all is well.

 

 

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