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Check your IRS transcript. You'll create a nightmare for yourself using that $500 per since it seems wrong or may include FICA taxes, which are not the same as Federal/ State withholding taxes. There shouldn't have been any withholding if you were an independent contractor, while if you were an employee, you should have received a W-2, which should have included the commissions. You could have been a special category - statutory employee. They get a W-2  The IRS statutory employee definition is limited to the following categories: Drivers who are an agent of the employer or paid on commission to distribute beverages other than milk, or meat, vegetables, fruit or bakery products. This category also includes drivers who pick up and deliver laundry or dry cleaning. Full-time life insurance sales agents who work primarily for one life insurance company selling life insurance or annuity contracts. Individuals who work from home on materials or goods supplied by the employer that must be returned to the employer or a person named by the employer. The employer also provides specifications for the work to be done. Full-time traveling or city sales people whose principal business activity is working on one employer’s behalf turning in orders from wholesalers, retailers, contractors, or operators of hotels, restaurants and other similar establishments. The goods sold must be merchandise for resale or supplies for use in the buyer’s business operation.   For such an employee, FICA taxes are withheld, but generally not income taxes Consider seeking professional help. As an employee, your employee expenses are not deductible. As an Independent contractor or statutory employee, your business expenses are deductible. Also, if your company did not file a W-2 or 1099 with the government, then the IRS will likely deny you credit for any withholding taxes you claim.   You'll need to create an account to access your IRS transcripts and other records. https://www.irs.gov/ 

Thank you analogue, this was a helpful set of steps. I found with your recommendation a step I had missed and now the worksheet is calculating correctly and it is included in the PDF file you get when printing for records right before executing the efile process. Thank you for sharing this workflow detail!

YES Yes YES  I have used TurboTax for the past t 6 years BUT this year's version is terrible.  I purchased the Premier package at Costco, downloaded the SW, launched it and it defaulted to the Online version vs the traditional Desktop version.   It's hard to understand how they screwed it up so badly. I will work on it again tomorrow to see if the difficulty is all operator error.  My advice to a new first time user  is  look at other Tax SW.  

You qualify for the NJ pension exclusion if:   You (and/or your spouse/civil union partner, if filing jointly) were 62 or older or disabled as defined by Social Security guidelines on the last day of the tax year (December 31 for calendar year filers); and Your total income for the entire year was $150,000 or less. @gcrossleycpa 

Possibly.   TurboTax Free Edition can be used for a simple Form 1040 when there are no additional forms and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest.   You can try to downgrade to Free Edition, but if there is something in your return that requires a higher edition, it will ask you to upgrade again.   The following FAQ tells how to use the "Switch" method.   Another option is the "Clear and start over" method, about which there is a link in the bottom of the FAQ below.   FAQ:  How do I downgrade to a different Online TurboTax product? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-pri...