DMarkM1
Expert Alumni

Retirement tax questions

You are correct.  Only the part of the pension received while resident in NJ would be taxable to NJ.  I am unable to duplicate your experience using the information provided. 

 

In my online version in the NJ interview on the page you described, the NJ tax is affected by the amount I enter in the box "Amount received and taxable in NJ".  Further, if I check the box "Not taxable in NJ" the NJ tax reduces as well.  When I continue further in the "Adjustment" section interview,  I arrive at a retirement summary page that reflects the amount I entered in the NJ taxable box earlier.  

 

Try signing out and clearing your browser cache.  Here is a link for assistance with that process, if needed.  

 

If the experience continues, repost with the TurboTax product you are using and the 1099R amounts/states showing on your form.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"