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Running Premier on Windows 11. As a retired teacher from NC for whom the Bailey Settlement previously applied, my taxable amount for a number of years was different from the gross (box 2a did not match box 1).  That was true until 2024, when I noticed my 1099-R had identical amounts in both boxes.  When I called asking why, the NC Retirement System clerk said the ruling had only applied until a certain amount of income had been removed from taxability by NC.  She said mine was fully credited now, so from 2024 on, the gross would be the same as the taxable.  So in 2024, I entered it as retirement income per that 1099-R; the gross was the same as the taxable. Now I'm doing tax year 2025, and TT Premier on Windows 11 is asking me if I was ever part of the Bailey Settlement.  It pretty clearly seems to be asking about the past. Q1. Should I just click "none of the above" regarding the Bailey Settlement, since it is apparently no longer affecting my taxes?  Or is it still affecting my taxes somehow, even though my entire gross is now the same as the taxable amount?  Why would I even need to go back to 2023 and years prior to start showing them what was happening back then, since my tax filings during those years were approved? If I enter the thicket by clicking, "I was receiving the Bailey Settlement," the software then wants to know how I calculated the taxable amount each year.  General method or Simple method are my only two choices.  But I can't click either of those, because I never had to calculate anything.  The state had precalculated it and put the taxable amount in box 2a.   I don't know what method they used, but Premier is insisting I tell them one method or the other. Q2. If I do have to discuss having received the Baily Settlement through 2023, when the software asks which method I used to calculate the taxable amount, should I click General or Simple?  (Remember, I never used either of them. NC Retirement System did the calculations.) Whichever method I click, the software then insists I enter some figures on a calculation sheet. I have no figures to enter.  Nor did my 1099-R ever have a calculation sheet.  (As I said, I have no idea how the NC Retirement System calculated the taxable amount; I simply used the Taxable Amount they put into box 2a on my 1099-R.)   Q3.  If I must click a calculation method, how on earth can I fill out the calculation sheets?   I don't even know what they're talking about.  I have no figures, and I don't know if I can even find the right calculation sheet. Can someone help me out of this briar patch?🙄   I had started by answering the question as asked, clicking yes to had I ever received Bailey Settlement adjustments.  But now it's asking my calculation methods, and wanting figures, when the settlement doesn't even apply anymore in my case.  Q4. Even if I should just click "none of the above" when I get to the Bailey Settlement question, I now need to somehow delete my entries on the subsequent pages if I'm backing out of this loop.   It doesn't seem to have a way to delete those entries.    I tried clicking "none of the above" on the "did you ever get Bailey Settlement" page, thinking it can probably be skipped because it no longer applies - but the pages after that seem to still have the entries (as if I had clicked yes). For anyone familiar with what Premier is asking for (and why), and how I should handle these four questions, I would be extremely grateful for insights.   Thank you in advance!

I received a generic message that turbotax couldn't efile our Illinois taxes because of a Schedule M issue.  It took me 2 hours to figure out on my own that the issue was that Illinois is taxing overtime compensation that the federal is excluding.  I've calculated that information on the federal form in Turbotax so why doesn't turbotax enter that information on the Illinois state form and fill out Schedule M!  Isn't that why I'm paying Turbotax?

Hi I have a Trust K-1 and am getting an unclear Error message in the final check. "Box code 14 Code I has been selected but no Section 199A income has been entered in Statement A"   The question is: Where do I find "Statement A" so I can fix this? What shows up in the error message is the Schedule K-1 Worksheet (1041) form, which shows the Box 14 entry with Code I.