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Retirement tax questions
And in the NC Q&A, there will be a question about a Military Retirement subtraction.
You don't put in anything there since you a e apparently using the Bailey Settlement.
That extra section is ONLY for DFAS Military 1099-R form distributions that do not qualify for the Bailey Settlement.....i.e. any retired Military person who did not have 5yrs of eligible military service before 12 August of 1989. (which is a more common situation for recent military retirees)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 1, 2025
1:30 PM