DHNJ
Returning Member

Retirement tax questions

 

Turbotax Deluxe experts, PLEASE respond to my two questions regarding NJ worksheet C:

1. Is there an option to combine SP and TP forms into one Worksheet?  This option is required when the SP Contributions (line 4a or 4b) can't be easily separated from TP Contributions.

and,

2.  When 403b and 401a withdrawals are entered into TurboTax from 1099-R forms, the income is NOT automatically included on NJ-1040, line 20a.  This has been a VERY serious and well-known issue since at least 2017, as mentioned in my first reply above, and I found that it was also reported to the community ‎by dmueller on June 4, 2019 4:37 PM, but it was never resolved.

Thanks for your help!