DawnC
Employee Tax Expert

Retirement tax questions

Karen, I missed that you are amending 2020....    As you pointed out, on the 2020 NC return, total deductions are on Line 9 of D-400 and the Bailey settlement portion on Line 21 of the 2020 Schedule S.   There is also a Retirement Benefits Worksheet (Retire Ben Wks) where you should see the deduction -  Line 4.   You should see the federal taxable amount and the NC deduction on Line 4 there.   

 

Since you are amending 2020, you should see the tax changes on your D-400 AM (Amended Schedule)

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