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If you did a direct rollover from a 401(k) to an IRA, the 1099-R box 7 code will either be G (for traditional 401(k) to traditional IRA) or H (for Roth 401(k) to Roth IRA).  If this is the case for your 1099-R, there should be a 0 or blank entry for box 2a.  This would make it a non-taxable direct rollover.   Once you finish entering the 1099-R details in TurboTax, you'll get asked if you moved the money from a 401(k) to a Roth 401(k) - if this is clicked yes, the distribution will be taxable as a Roth conversion.  If you didn't do that, be sure that you click No I didn't.   The next screen on Where is your distribution from? is to determine how it is handled for NJ purposes - this should be checked as None of the above because this is a rollover and not a distribution out of a retirement account.   You'll get asked if you moved the money to a Roth IRA - if your 1099-R was a traditional 401(k) and you click yes here, that will make the distribution taxable - click No if you moved the money to a traditional IRA.   Following the above steps will not make the 1099-R rollover distribution taxable in New Jersey.

Thanks for the reply. The value for 4c is indeed larger than the value for 4d. This is valid. My medical deductions are much higher in column (c) vs column (d) because my income is so low in column (c).  The 7.5% AGI medical deduction limitation means that I can't deduct as much of my medical expenses in column (d).  All valid, so isn't this a bug with TT?  (screenshot below)  

@slh2 It depends.  If you get an error when trying to file, then enter the amount from box 1 of the 1099-R in box 16.   I have been filing a Form 1099-R since 2003 with no amount in box 16 and have never had an issue.  It may depend on the state.  I am in Georgia and it seems it is not required to have box 16 with an amount entered.

This question was asked in the sub-interview about applying extra tax for the "failure to maintain HDHP coverage".    So try this: Go back through the HSA interview. After TurboTax starts asking about your HSA coverage and contributions for 2024(!), and possibly reporting your extra "last-month rule" income (which seems to always be shown as blank), you may see this question about the year-end balance.   The reason for the question is because TurboTax has to calculate an excise tax on your HSA contribution carryover. This excise tax is the SMALLER of 6% of the carryover amount OR 6% of the amount in your HSA at year end.   However, the dynamic nature of interview screens in TurboTax may make it impossible to see this screen again. If, however, you go back through and don't see this question, then you may have to do an "HSA Reset" to remove all HSA data so that you can start over (and watch more carefully this time).   To remove all your HSA data, please do the following:   ****HSA Reset ****   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....  

To answer your questions and provide more details, the HSA money has been transferred to my Fidelity rollover account since Feb 28th, 2025. There's nothing left in Avidia bank.   My new low-deductible health insurance policy started on Jan 1, 2025 and I still have it to today, and the high-deductible plan ended on Dec 31, 2024. However, the HSA contributions continued throughout Jan 1-31, 2025.   Unfortunately, my ex-employer would not be able to withdraw the money from their end as they have changed HSA banks from Avidia Bank to Elevate in March or April 2025. Also, there isn't any money to withdraw from my HSA account in Avidia bank since I moved it all to Fidelity.    I have no issues with my 2024 taxes.

I did this 5 day early this year because I wasn’t approved for the Advance. And it’s caused nothing but issues.  The IRS approved and sent my refund on 2/24.  The good folks at TurboTax still claim that the system shows is refund is pending.   when I spoke with the customer service person they said there is a known issue with the 5 days early process and that their IT team is working on the issue. And that I need to wait an additional 5 days before I can contact them.   just a ploy to gauge the consumer for more money 

Since you itemized, enter it like a tax refund according to VA. If you took the standard deduction, you would not enter it. As for the help content, you may need to update your program as it is in my desktop version. You did a great job!   VA Rebate states:  If you itemized your deductions, you may be required to report the rebate amount you received as income on your federal return, depending on your circumstances. You’ll receive a Form 1099G, just like you would if you received a state tax refund.