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Retirement tax questions
Turbotax Deluxe Employee 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 (RMDs) are entered into TurboTax from 1099-R forms, the income is NOT automatically included on NJ-1040, line 20a. On TT worksheet C the first column only puts an 'x' in the box for IRA 1099-R entries, and does not 'x' the box for 403b and 401a 1099-R entries as "taxable income"; so the result reported on the NJ-1040 line 20a is way off!! Am I entering the 1099-R incorrectly for those annuities?
Thanks for any help.
March 29, 2025
8:55 PM