Retirement tax questions

@Lippard1   @CatinaT1 

 

I had that happen too.

IT turns out that you have to at least enter "NC" in the state part of box 15.  Other wise, the "B" selection doesn't take hold, even if you've properly selected the Bailey Settlement in the interview, right after the main 1099-R form entry.

 

Remember that for next year (or write a note in your tax folder), in case they don't change the software's behavior next year..

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