NJ General Rule Method?

bruinshb — Sat, 01 Jun 2019 20:32:25 GMT

I'm a NJ resident and have various retirement accounts: 401(a), 403(b), IRA, Roth and SEP. Some of the accounts were funded by pre federal tax dollars but post State dollars. In calculating the portion of the distribution, under the General Rule Method, that is taxable in NJ, it asks me how much I have contributed to the "plan". Does it refer to the plan from which the distribution came (401(a)) or does it refer to all retirement accounts?

the "plan" refers to the account to which you are applyin...

fanfare — Sat, 01 Jun 2019 20:32:26 GMT

the "plan" refers to the account to which you are applying the rule.

You don't apply the rule to IRAs, for example.

topic NJ General Rule Method? in Retirement tax questions

NJ General Rule Method?

the "plan" refers to the account to which you are applyin...