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My husband's military retirement qualifies for Bailey as he served from '79-'01. What about his local law enforcement retirement '01-'17?

 
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My husband's military retirement qualifies for Bailey as he served from '79-'01. What about his local law enforcement retirement '01-'17?

Bailey only covers retirement benefits if the retiree was vested in the particular retirement system as of August 12, 1989. See page 25 of this reference:  https://files.nc.gov/ncdor/documents/files/income2016bulletins.pdf   

**Answers are correct to the best of my ability but do not constitute tax or legal advice.**

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Level 13

My husband's military retirement qualifies for Bailey as he served from '79-'01. What about his local law enforcement retirement '01-'17?

Bailey only covers retirement benefits if the retiree was vested in the particular retirement system as of August 12, 1989. See page 25 of this reference:  https://files.nc.gov/ncdor/documents/files/income2016bulletins.pdf   

**Answers are correct to the best of my ability but do not constitute tax or legal advice.**

View solution in original post