Review your entries and compare your 2023 and 2024 returns. NJ retirement exclusions states:
You can exclude all or part of the pension income reported if you meet the following qualifications:
- You (and/or your spouse/civil union partner, if filing jointly) were 62 or older or disabled as defined by Social Security guidelines on the last day of the tax year (December 31 for calendar year filers); and
- Your total income for the entire year was $150,000 or less.
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