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Retirement tax questions
In the Federal Interview when you entered your 1099-R there should have been a screen that said:
Where is your distribution from?
Select the source of this distribution and enter any other North Carolina information.
With the options to select:
- Bailey settlement retirement benefits
- Railroad Retirement or Social Security Benefits
- United States Armed Forces retirement benefits
- None of the above
It's possible you missed that screen but I'm glad you were able to adjust it on the form.
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‎February 18, 2026
5:44 AM