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Retirement tax questions
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 NJ is doing a disservice to all their retirees by foolishly maintaining outdated 1099-R reporting forms.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.*
‎February 5, 2023
1:04 PM