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aelyon
New Member

Where would I get the "contributions made to the plan" for my pension? I used the General Rule, NOT the 3 year method. I can't get past this point on the NJ state return

1099-R gives gross distribution and different taxable amount for taxable. This is how it has been since I retired. I don't have this info, don't know where it is.
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3 Replies
DawnC
Employee Tax Expert

Where would I get the "contributions made to the plan" for my pension? I used the General Rule, NOT the 3 year method. I can't get past this point on the NJ state return

Is this for 2024?  It may be zero.  

 

Contributions would be made through payroll deductions.  A contribution is the amount an employer and employees (including self-employed individuals) pay into a retirement plan.

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aelyon
New Member

Where would I get the "contributions made to the plan" for my pension? I used the General Rule, NOT the 3 year method. I can't get past this point on the NJ state return

Not exactly what I was asking. When I finished the state tax, it went into checking mode and asked for the total contributions I made and the return on contract expected. I seem to remember this being a problem before. I don't have those numbers. And I can't go past this point.

KeshaH
Expert Alumni

Where would I get the "contributions made to the plan" for my pension? I used the General Rule, NOT the 3 year method. I can't get past this point on the NJ state return

You may need to contact the plan administrator to find out what your total contributions to your pension were and how much you're expected to withdraw from your account throughout your retirement.

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