Retirement tax questions

@ssorrow 

 

In the NC section, I do not believe the "Bailey" menu selection will do anything , UNLESS you already had marked one of your 1099-R forms as being Bailey Settlement eligible in the Federal section....right where you first entered your 1099-R form.  GO back and edit the eligible one there, and look for the Bailey selection on one of the pages after the Main 1099-R form entry page.......labelled "Where is This Distribution From?"

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