Another thing I can think of is that the 1099-R forms are assigned to the wrong spouse on the original 1099-R forms......The taxpayer is the first person listed on the Personal Information page.....that may or may not be yourself.
Then the table at top, on the worksheet you are referring to, right next to the Payers Name...the column has a T or an S, for Taxpayer or spouse. Then the $$ from that line that are a "T" or "S" and also marked "B" must go into the appropriate Taxpayer, or spouse column down in line 4. Make sure the $$ are in the correct column at line 4.
Make sure the $$ are not pink/red and "Marked as Estimated"
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Something else too. If the Taxpayer $$ are from a Military pension, that has historically been eligible for the Bailey Settlement exemption.....DO Not double claim it as a Military pension during the NC interview. It's either one, or the other (NC DOR has not said whether former Bailey-eligible Military pensions are supposed to switch over or not)
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OR....delete any of your 1099-R forms, and re-enter them carefully thru the interview.
I haven't seen such Bailey errors in my test files, but I'll go thru them again late tody to see if soemthing crops up.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
