ReneV4
Employee Tax Expert

Retirement tax questions

To get the fictitious/duplicate rollover removed in TurboTax Desktop, you will need to change to Forms Mode and delete the Form that was generated for you only.

 

The reason is that New Jersey has different rules regarding IRA contributions, in that they do not allow a deduction for IRA contributions. Because of this, TurboTax creates separate worksheets for each spouse to track their New Jersey basis (Money already taxed by NJ).

 

During the process of completing your return, the extra form was triggered and the software may have created an entry for you.

 

In Forms Mode, look for the two worksheets and open your worksheet. If it has data that should not be there, you can delete the entire form that pertains to you only.

 

Try running the State return again. If the problem persists, try deleting your Form 1099-R from the Federal, running the State without the Form 1099-R to clear it, then go back to Federal and re-enter your Form 1099-R.

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