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.

@DHNJ