@hjtrussell
The primary place to enter it as being Bailey Settlement eligible....is in the Federal Section when you enter that Bailey-eligible 1099-R form
IF you imported that 1099-R, then you absolutely have to edit it and go thru the follow-up questions to find the spot where you designate it as being Bailey Settlement retirement $$.
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New this year, After the fact of entering it in the Federal section, there is also a Bailey Retirement menu selection in the NC Q&A session....if already properly entered in teh Federal section, sit shows the same $$ amount as being deducted.
Normally you wouldn't change that $$ amount...but there is something noted there about perhaps reducing it in the NC Q&A section, if you happened to take a Coronavirus distribution that is being spread over three years. I have no idea how that is playing into that section if you did....but it would have had to come from a Bailey eligible plan in the first place. But if you didn't take the coronavirus distribution in a prior year and spread it over multiple years, then that doesn't apply to you.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
