On the 1099- R the taxable amount (box 2A) is less than the gross amount (box 1) because there were contributions decades ago before they came out pretax. On the federal return, the taxable amount is used which is correct. For the NJ return, the gross amount needs to be used because those contributions were deducted in a prior year using the 3 year rule method so the gross amount needs to be used every year going forward. I reflect all that in the pension section of the federal portion even showing the NJ distribution amount as the gross and showing the amounts of the contributions and all of it being used as the questions direct me to do yet the NJ return still shows the net amount form box 2A. How do I get the gross number to show in the NJ return?
