The error is in the software itself. It seems to be adding the same amount in line 28a in line 28b. For example, I am 64 years old filing head of household and the only income I have to report is 16a Taxable interest income of $100 and line 20a Pensions, Annuities, etc..of $20,000. My Turbo Tax NJ tax return shows:
27 Total Income 20,100
28a Retirement Pension Exclusion. 20,000
28b Other Retirement Income Exclusion 20,100
28c Total Exclusion 40,100
For the total exclusions, it seems to be picking up line 28a twice, thus showing the wrong total exclusion amount. I think my 28b should be zero since I was able to claim the full pension exclusion in 28a. My pension income of $20,000 is less than threshold for my filing status. The software does not ask me to complete Worksheet D. I think the software does it, and instead of deducting 28a in the worksheet, it adds it to the unclaimed exclusion amount.
