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reschorr
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How can I determine if my wife was eligible for a NJ retirement exclusion for 2015? And how do I determine if TurboTax took the exclusion for me?

My wife was retired all of 2015.

Her only income was her pension. 

I did not see that turbotax took the 20,000 NJ retirement exclusion.

If I need to do something to get turbo tax to include the exclusion, what do I need to do?

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How can I determine if my wife was eligible for a NJ retirement exclusion for 2015? And how do I determine if TurboTax took the exclusion for me?

Was she age 62 or more?  Was your 2015 Joint income less than $100,000? 

http://www.state.nj.us/treasury/taxation/njit7.shtml

Look at lines 27a, 27b and 27c of your NJ 2015 return:

https://wwwc.fileyourtaxes.com/www13/cgi-bin/static/displayBlankPDF.pl?form=NJ-F1040.pdf&year=2015

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1 Reply

How can I determine if my wife was eligible for a NJ retirement exclusion for 2015? And how do I determine if TurboTax took the exclusion for me?

Was she age 62 or more?  Was your 2015 Joint income less than $100,000? 

http://www.state.nj.us/treasury/taxation/njit7.shtml

Look at lines 27a, 27b and 27c of your NJ 2015 return:

https://wwwc.fileyourtaxes.com/www13/cgi-bin/static/displayBlankPDF.pl?form=NJ-F1040.pdf&year=2015

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