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New Member
posted Feb 19, 2021 7:36:46 AM

eligible for Social Security but still working

On the NJ state form, it asks, "Will you be eligible for Social Security?"  I am 67 years old, still working full time and have not yet filed for Social Security. Do I answer yes or no?  If yes, Turbo tax will not let me change the answer.

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1 Replies
Level 15
Feb 23, 2021 2:26:31 PM

If you will be eligible for Social Security, just answer truthfully -- yes.

There's a legitimate reason for asking this in your New Jersey interview.  If a taxpayer or their spouse won't ever be eligible to receive Social Security or Railroad Retirement benefits because their employer(s) didn't take part in either program, they may qualify for a specific exclusion.