Retirement tax questions

@LZMeneses 

 

NJ is apparently issuing non-standard 1099-R forms.  Someone else noted this too 

 

DON'T Blindly enter the $$ in box numbers.

Match the subject of each box to the Software's boxes before entering the $$ or ID numbers.

 

TurboTax uses the IRS approved forms and box numbering, and those must be used when filing yoru taxes.

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It's past time for NJ to get with the program and update their forms.  Call/write your NJ representatives and Senators, and complain loudly.  NJ is doing a disservice to all their retirees by foolishly maintaining outdated 1099-R reporting forms.  Get hold of your former fellow NJ retirees to do the same.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*