hakimjoe
New Member

Retirement tax questions

Are you sure this is the correct option? When I select General rule my refund increases, but when I select blank/none of the above I owe money to NJ. I don't want to mess this up. Also when I select General rule it's asking me for the values below. Where do I find this information? This was a one time rollover that happened in 2020 from a portion of my 401k to a ROTH IRA. The entire amount should be taxable. 


Part D ' General Rule Method

1 Contributions made to the plan: 
Expected return on contract (total sum of distributions - past, present, future):