Thank you for your help DanaB27,
All information is entered for both Roth distributions, gross and taxable amounts for each, but there was no change on retirement income, line 20a Form NJ-1040.
In addition to the two excess Roth contributions requiring removals, I also had a Roth conversion from a traditional IRA that could be a factor here, although the federal return came out fine. Here are the details:
For me: Roth conversion from traditional IRA: $120,000 of which $119,996 is taxable
Roth distribution (because of excess contribution): $9282 of which $1782 is taxable
For wife: Roth distribution (because of excess contribution): $2152 of which $652 is taxable
TT is showing $120,228 on line 20a and $4 on line 20b of Form NJ-1040.
Seems from the sum of the numbers above that line 20a should be $122,430, which would also be in accordance with line 4b on Federal Form 1040
More thanks in advance
