KTolly
Returning Member

Retirement tax questions

Unfortunately, it does not appear to be an entry included on a document in forms mode on the NJ return. (Instructions state "do not include tax-free rollovers").  I deleted the 1099-R for my husband, and ran both Federal and State checks. Re-entering the 1099-R did not resolve the issue, after asking if my husband rolled x dollars to a SIMPLE IRA, it then asks if I rolled that same x amount over.