DavidD66
Expert Alumni

Retirement tax questions

You don't need to file a Form 4852.  Report the 1099-R as received.  On your New Jersey non-resident return there will be a page where you indicate or adjust your New Jersey income.  You will indicate that your New Jersey Retirement Income (as well as all other income) is zero, and you will receive a full refund of the tax paid to New Jersey.   

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