Retirement tax questions

Are you doing this in the Federal section? 

OR the state section of the interview?

 

The selection must be made in the Federal section as one of the follow-up questions for the 1099-R involved.

 

(The selection in the NC state interview is ONLY for an extremely small subsets of Bailey Settlement people who happen to get some benefits on an Actual W-2 form...not on a 1099-R)

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