CatinaT1
Employee Tax Expert

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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