Retirement tax questions

@Steve226      Sounds like an NC (or other state)  tax worksheet, not a Federal one.

Anyhow, you shouldn't be messing in Forms Mode for that.

What you need to do is

1) go back to Step-by-step interview.

2) navigate back to the Federal tax area  (Personal taxes if you are using the Home&Business version)

3) the the Wages&Income page

4) For every 1099-R you input, you MUST edit the 1099-R and carefully answer questions in the followup pages.  This is especially important for imported 1099-R forms...there are extra fields that MUST be entered thru the interview that are a not a part of the form import.

For NC, the page that sets your "Type" is shown below.   (for other states, that page will vary considerably as to what selections are presented)

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