TomD8
Level 15

State tax filing

Be sure to enter your wife's 1099-R correctly in the federal side of Turbotax, particularly the code in Box 7.  The information will flow through to your NJ return and the program will calculate the NJ pension exclusion.

 

The 1099-R is entered in the Retirement Plans and Social Security section of Personal Income.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.