Thank you very much, MaryK4, for your extremely fast response; it is much appreciated!
Your response saying 36 months being allowed to span 4 years, was my interpretation as well...after reviewing the NJ-1040 instructions (pg 13), GIT 1 & 2, and the Worksheets A & B instructions, no where did it say that the 36 months were to be limited to 3 tax years. If such were the case, then anyone retiring past January would lose some of their exclusion. I said this to NJ Taxation Customer Service when I was able to get through, but they said the 36 months must be used within 3 tax returns. However, they did say they had to read the pertinent rule and put me on hold while doing so, before they said the within 3 tax returns. I will call them back, now that I have a little more confidence in the interpretation. Thank you!
