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Retirement tax questions
Yes, you are correct, any partial distributions to be made will be reflected the same way on Form 1099-R in the future.
Yes, you are correct, New Jersey (NJ) does allow the three year rule to be used. This is answered in the federal return under the 1099-R section after you enter the information.
- Open your TurboTax return > Search (upper right) > 1090r > Click the Jump to... link
- Continue to the screen titled 'Where is your distribution from?' > Select 'Three-year rule pension or 401(k) benefits'
- Once this is selected in your federal return, you will see a place to make entries for this in your NJ return.
- See the images below for assistance.
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March 8, 2025
6:04 AM