JulieCo
New Member

Retirement tax questions

Upon review, it appears that both states require the W-2 and 1099 MISC forms related to that particular state.  See more information below.

The South Carolina return SC1040 instructions states this for mailing:

  • Attach copy of Federal Return
  • Attach copy of ALL W-2 and 1099 Forms with South Carolina withholding


New Jersey instructions do not mention any specifics for what to include in the mailing of the form, but the tax form itself only asks for New Jersey income (it does not start with federal AGI).  The line items note that all W-2's should be included for the income reported on the line.  Therefore, only send New Jersey W-2 and 1099's to supplement what is reported on return, plus send a copy of the federal return, as for business income it asks for a copy of Schedule C. https://www.state.nj.us/treasury/taxation/pdf/current/1040i.pdf
 




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