Retirement tax questions

@LenaH 

 

Somewhat...My mistake.

What I indicated above, used-to-be how the $$ were to be entered (having used the software for over 20 years)....BUT  Apparently TTX desktop has made some changes in the past few years.

 

...I went back to my NC test files and checked the NC distribution amount for a CSA-1099-R from OPM, where checked as Bailey Settlement (What NC uses for US Govt pensions established before a certain date.)

At least back to 2021, it made no difference whether I entered 0.00 or the value from box 2a, the software always used the box 2a value as the NC income deduction amount.  Almost seems as if the software developers realized folks were mis-entering it , and recoded it to always use the right number.  (not sure what they do if box 2a is empty/undetermined.)

 

(I'll delete my comment above)

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