KSpoke
Returning Member

State tax filing

Both my wife & I were over 62 at the end of 2021 and our income was less than $150,000. In completing NJ Tax Worksheet D manually, I calculated an exclusion of $6,000 less than TurboTax. It appears that TurboTax included a $6,000 Special Exclusion for joint filers who will never receive Social Security or Railroad Retirement benefits on top of the exclusion amount. Also, the NJ Tax Department disagreed with TurboTax's calculation and brought the total exclusion down to only $6,000. Has anyone else experienced this?