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Level 1
posted Apr 16, 2024 8:52:47 AM

The NC retired benefit worksheet

The NC "retired benefit" worksheet is creating an unspecified error.  See screenshot, below.

 
Should not be more than WHAT?

Thanks for any help you can offer. I am unable to file the NC taxes without the error.

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1 Replies
Level 15
Apr 16, 2024 9:51:29 AM

@jp4571 

 

That error shows up for me, if I attempt to claim a Military Pension distribution as being Baily Settlement eligible where I entered the 1099-R form in the Federal section....

BUT

...Then, during the NC section of the software interview, I also claimed the same $$ amount as being eligible for the Uniformed Services retirement deduction.

 

You cannot claim it in both places...

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If you blank-out that 15,846, and continue thru the next pages (another error my show up on the next page....just ignore it, continue out to the main menu) and then run the error check a second time.

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But, if it was a Military 1099-R,  you should also go back and check whether you claimed those same 1099-R $$ as being Bailey Settlement eligible when you stepped thru it's entry in the Federal section.

 

Like I said. you can take Bailey Settlement (if it was eligible for that) OR Uniformed Services   ..,not both.