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Retirement tax questions
@tarheelrick if you are Bailey eligible, the 1099-R will specifically state your vesting date on the bottom of the form. As long as the date is listed, you are Bailey eligible.
if it is not so stated, you are either not eligible or b) you should call the State Pension fund to reconcile any potential reporting error.
@CatinaT1 - there is no guessing required for NC State retirees. It is listed right on the 1099-R issued by the State Pension fund. The "guessing" comes in to play when there is a federal employee and whether they are Bailey eligible.
‎April 20, 2024
10:42 AM