On the 1099-R for your Roth IRA withdrawal, what code are you seeing in Box 7? If it is a code Q, the withdrawal from the IRA would not be appearing on your NJ return. If it is a code T or J, it will be taxable in NJ. If those two codes are what are appearing and you feel that you would qualify as having it be considered qualifying distribution as a code Q for meeting the 5 year rule and being over 59.5 years old, you should consult with the custodian of the IRA that issued that 1099-R and have them reissue it with a code Q in box 7.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
