Need help on NJ Tax Return Amendment, Form 1040X.

[LenaH]

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

[FP18]

I omitted a 1099 on the original NJ 1040 tax return.  When filing the 1040X, do I have to include the original 1040?

Also, since there was an increase in dividends, should I include the NJ-DOP form? Anything else?

Thanks for your assistance!  -Frank

[fanfare]

The NJ instructions are somewhat obtuse.

In the case of having e-Filed NJ you attach all your supporting   forms to NJ1040-X

such as, NJ-DOP, NJ-COJ, NJ-BUS. even if these don't support your change.

The safest move is to just include everything.

NJ doesn't require you to attach your federal return (1040).

Some Federal forms may support your additional claims.

[chardiamond]

I filed my taxes for 2024 and when I filed my NJ return the software took and added the income in box 1 with box 16 which increased my wages significantly. I had no income from NJ I just had a mininal amount deducted should I owe taxes.  For several years of filing as a resident of NJ I only received a refund of 50.00 and didn't owe. I work in NY and cant for the life of me understand as to why the system would combine the income to a number more that what my actual salary is.  I have been assessed interest on monies I don't owe.  I've called Turbo tax to inform them of the error and ask for it to be looked into.  I'm now in need of revising my return and I hope that Turbo tax resolves before I file my 2025 return.  Since my account has already paid for the 2025 software,,,,

[MarilynG1]

If you live in New Jersey, all your income will be taxed there.  You would get a credit on your NJ return for any tax paid to NY on the same wages. so you're not double-taxed.  If you can open your 2024 return and look at your W-2 entry, I'm wondering if you have something odd in the State section there.  

In Box 15, you should have NJ with an amount of Wages in Box 16, and amount of tax paid to NJ in Box 17.  If the Wages in Box 16 are less than Box 1, TurboTax may have added them together in order to report your total income to NJ.  

If you have NY in Box 15, and an amount of Wages in 16, and a Tax in Box 17, again the wages in 16 may have been added to Box 1 to report the total to NJ.  If you can share what is in those boxes on your W-2, we'll try to help.

@chardiamond