I’m retired military who claims single plus five an additional $140 monthly so they take out the max then I file joint with a child to get max return. Now I’m not even getting back my retired pay which is supposed to be non-taxed now.
Please verify that you selected "United States Armed Forces retirement benefits" on the "Where is your distribution from?" screen when you enter your 1099-R in the federal interview:
Then during your NC state interview enter the amount on the "Retirement Benefits Received by a Member of the U.S. Armed Forces" screen
Please be aware we cannot see the details on your return. I would recommend comparing the last year's and this year's returns line by line. Is it possible that you had less withheld this year?
..........make sure your $$ from your Military Retirment 1099-R is being deducted from NC income
One of two ways.
When you enter your military retirement 1099-R, there is a follow-up page where you have selections to make:
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1) IF you had to select the US Armend Forces selection, the pension $$ may not be removed immediately....finish all your Federal entries, then go thru the NC interview...there is an area there where it asks about your military retirement $$ and you enter the box 2a value from your 1099-R to remove the $$ from NC income at that point.
2) IF you were eligible to select the Bailey Settlement selection, then the $$ listed in box 2a of the 1099-R are removed from NC income automatically.