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.
You'll need to sign in or create an account to connect with an expert.
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?
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.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
margiespino
Level 1
bromtax
Level 1
dbturin
Level 1
swroh97
New Member
glashfordjr
Level 3