icefalcon
New Member

Retirement tax questions

Hi Fanfare,

 

Thanks for your reply.... After I posted my entry, I tried a few test runs.

Here's what I discovered...

There was another earlier post  to place separate enteries for the Saving Bond interest (box 3) and normal interest (box 1) from the same bank.

=> I tried that with no success

 

Then I went back to each TurboTax entry that had normal box 1 interest.  In these entries, when Turbotax asked the question.. "Do any of these uncommon situations apply?",  I selected "None of these apply" instead of in NJ... So the only TurboTax Interest entry that I answered the I'm in NJ question was for the Savings Bond entry.

=> It appeared to give me the correct entries for NJ (lines 16a & 16b)

=> Possibly I mis-intrepreted the question and selected NJ for all of the interest entries???