ssanchirico
Returning Member

I am another with questions about NJ pensions. I have a variety of accounts and it’s confusing.

I have a small annuity account that was established primarily to cover Medical premiums but then I have  a401,a 403B, a 457, a Roth account and now a traditional IRA.  Fortunately I did some digging (I worked for the same university for 30years)and now know all my contribution levels but my pension is paid using 6 of the accounts that also have pretax mandatory contributions, mandatory after tax contributions and the contributions that were deferred comp.  When I receive my 1099 on the front it has the standard amount for the year and the taxable amount and  on the back is a breakdown of where the total was pulled from with my contribution to each account for the year within each account.  I am having difficulty figuring out how to put this on my NJ State form.  It is my first full year in NJ after living in NY the rest of my life.

I would,appreciate some advice   I have been using Turbo Tax for 20 years with no problems until now.

 

SUSAN