Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Feb 23, 2024 5:05:45 PM

Took a small withdrawal from my federal tsp. I am 62 and not retired. I live in nj, and read that the full withdrawal isn’t taxable, do you know?

I’ve read that what I contributed isn’t taxable … how do I handle that in TurboTax

0 12 1404
12 Replies
Level 15
Feb 23, 2024 8:01:24 PM

Section 401(k) and similar plans - not an IRA.
If you made contributions:
1. On or after January 1, 1984, your contributions to your 401(k) Plan were not included as income when they were made, unless the contributions exceeded the federal elective deferral limit. As a result, you must report all distributions on your New Jersey Income Tax return because they are fully taxable;
see here: https://www.state.nj.us/treasury/taxation/pdf/pubs/tgi-ee/git1.pdf

Returning Member
Feb 23, 2024 8:07:46 PM

Thanks but this is not a 401k. It’s a TSP. as such nj will not allow my contributions to reduce my income.  So your reply , while appreciated is not correct. 

Returning Member
Feb 23, 2024 8:09:38 PM

My contributions to my tsp are included in my income. So I am taxed before contributions and taxed after 

Level 15
Feb 23, 2024 10:04:10 PM

what is a tsp ?

 

Level 15
Feb 23, 2024 10:09:11 PM

If you chose Roth, it is tax- free 

otherwise it is tax-deferred just like a 401k

You are not taxed twice.

 

Level 15
Feb 23, 2024 10:21:01 PM

If you want to treat your tsp like an IRA,

you would have to complete Worksheet C, use override, and file a paper return,

OR

Use the NJ website e-File portal  for NJ residents.

copy the amounts from the  paper TurboTax return.

That could be error-prone.

 

@jmulls1920 

Level 15
Feb 23, 2024 10:26:51 PM

NJ may disallow your Worksheet exclusion if they notice your distribution is not from an IRA.
@jmulls1920 

Level 15
Feb 23, 2024 10:31:24 PM

[[removed]]

Returning Member
Feb 24, 2024 1:33:12 AM

I appreciate your help but you lost me when you asked what is a tsp?  You’re guessing and I appreciate your effort but a tsp in nj is treated differently than a 401k. I hope someone in nj with experience replies. 

Level 15
Feb 24, 2024 7:07:46 AM

I looked it up LOL

The bullet list is straight from the Federal Thrift Savings Plan website, with links.

@jmulls1920 

Level 15
Feb 24, 2024 7:18:50 AM

see here under Contributory Plans, which confirms your position.

https://www.nj.gov/treasury/taxation/pdf/pubs/tgi-ee/git1.pdf

 

Do you want me to delete all my previous posts ??

 

Level 15
Feb 24, 2024 8:50:57 AM

Just as for IRAs,  you should put the amount of tsp distribution you are excluding (100%) on Line 20b.