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Retirement tax questions
:"For years I've had to do this on a spreadsheet and transfer the data to NJ 1040 from Worksheet C. "
Sorry I don't have those plans so I've never had to calculate using the Three Year Rule or the General Rule.
I don't understand what you're trying to accomplish.
Are you able to e-File?
If so, using a spreadsheet is a common way to get the correct numbers for your tax return.
"ttransfer the data to NJ 1040 from Worksheet C."
I don't get this either, This implies you can already enter the correct amounts on Worksheet C.
March 29, 2025
5:12 AM