DanielV01
Expert Alumni

Retirement tax questions

@X068119  You cannot create a 1099-R for income that was not reported on a Form 1099-R.  However, there is a work-around.  On the NJ return, you will receive a screen that shows the Pension income you claimed on the Federal Return.  You cannot delete the entry, but you can input negative income to give yourself the exclusion.  If you do this, you will want to mail in your NJ return, and provide both a statement as to why you are claiming the exclusion the way you are and a copy of the document that shows the income in question is a foreign-sourced pension.  

 

There doesn't seem to be anything in NJ law that prevents you from excluding pension income that is Foreign-sourced, but here is the website link that reviews NJ tax law:  NJ Income Tax – Income Exclusions - NJ.gov

 

Please bear in mind that there are other qualifying factors that determine if the income is excludable or not, and your input is completely manual, so make sure you qualify for the exclusion if you are claiming it (income requirements).

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