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janhal
New Member

NJ tax counting IRA roll over as taxable

My husband passed away in Nov. 2024. His two IRA's were rolled over into mine.  Everything worked find on the Federal return, but NJ included these amounts as income.  I had to change the view to "Forms" then scroll down and saw that a second roll over box (in the TurboTax system) was not checked.   I was able to edit it here to correct the issue.  

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2 Replies
LaShaunA3
Expert Alumni

NJ tax counting IRA roll over as taxable

I’m glad you were able to locate that rollover setting. Just to clarify, did that fully resolve the New Jersey income issue for you, or are you still seeing those amounts included as taxable?

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janhal
New Member

NJ tax counting IRA roll over as taxable

Yes, that resolved the issue.  I watched the amount I owed NJ go from over $15k to $10.00 instantly. Imagine my relief, lol.  I should mention that after seeing that I owed that much, I did my return manually and came out owing $10, so when TurboTax showed $10, I knew that I fixed the glitch. 

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