DMarkM1
Expert Alumni

Retirement tax questions

The Bailey Settlement information is all in the Federal Interview when entering 1099-R information.      

 

1.  Click on Federal in the left hand menu

2.  Click"Income & Expenses" at the top of the page

3.  Scroll down the to the "IRA, 401K, pensions" section

4.  Click on Edit/Add

5.  Find the applicable 1099-R and Edit

6.  Be sure "NC" is in the "state ID box"

7.  Be sure to click the box for Bailey Settlement when asked and complete the applicable information

 

In addition be sure in the "My info" section you have indicated ''former military".

 

1.  Click "My Info" in left hand menu

2.  Edit your information

3.  Answer "Yes" to "Military" question

4.  Select "former Military"

 

 

 

 

 

 

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