403b distribution my nj contributions should not be taxed again in nj state, There is a line 20b for this on the NJ state form. How do if find this in turbotax?

Forum|Forum|7 years ago
June 4, 2019
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A fraction of my 403B distributions from my contributions are not taxable in NJ since I already paid NJ taxes on them. The annuities and the MRDs are handled differently. How does turbotax handle this? As a rough guess it will reduce my taxable income by about 1/8 of the total 403B distribution, so in is not ignorable. Also, since the distributions are spread across 10 contracts (5 annuities and 5 MRDs) can I combine all of them or must I enter all separately?

TurboTax Premier Online

Best answer by fanfare

For pensions and annuities, use the Three Year Rule method or the General Rule method.
See NJ Resident Return Instruction booklet.

fanfareAnswer

Level 15

For pensions and annuities, use the Three Year Rule method or the General Rule method.
See NJ Resident Return Instruction booklet.

dmuellerAuthor

Level 2

The forms field is grey. I am pretty sure I am using the downloaded version of Turbotax (in any case it continues to work if I disconnect from the internet). I can't start it without a connection, however, because it says it wants to check for updates and I need to connect to the internet, but it does start which makes me think it is not the online version.