Removal Excess Roth IRA Contribution count as income in NJ

[penglin228]

I'm using TurboTax Deluxe 2023 for Mac.

I have 2023 1099-R for Removal 2022 Excess Roth IRA Contribution and TurboTax adds the amount ($7000) to my 2023 NJ income. I already paid tax on that $7000, . I removed it since my income was over the limit when using TurboTax filling in early 2023.  Why TurboTax makes me pay NJ tax again on the same $7000?

[fanfare]

What about Federal 1040?

Is it listing $7,000 there also?

The taxable amount in NJ comes from Form 1040.

@penglin228 

[penglin228]

Federal 1040:

4a IRA Distribution=$7,000

4b Taxable amount=$0

NJ 1040:

20a Taxable pension, annuities and IRA distributions/withdraws=$7000

20b Excludable pension, annuities and IRA distributions/withdraws=$0

2023 1099R code = 8,J

[fanfare]

You checked the IRA/SEP/SIMPLE box.

for a Roth IRA, that is not set.

@penglin228 

[penglin228]

IRA/SEP/SIMPLE box not checked on 1099-R.

[fanfare]

did you check the entry as it appears in TurboTax ?

@penglin228