I am another with questions about NJ pensions. I have a variety of accounts and it’s confusing.

[ssanchirico]

I have a small annuity account that was established primarily to cover Medical premiums but then I have  a401,a 403B, a 457, a Roth account and now a traditional IRA.  Fortunately I did some digging (I worked for the same university for 30years)and now know all my contribution levels but my pension is paid using 6 of the accounts that also have pretax mandatory contributions, mandatory after tax contributions and the contributions that were deferred comp.  When I receive my 1099 on the front it has the standard amount for the year and the taxable amount and  on the back is a breakdown of where the total was pulled from with my contribution to each account for the year within each account.  I am having difficulty figuring out how to put this on my NJ State form.  It is my first full year in NJ after living in NY the rest of my life.

I would,appreciate some advice   I have been using Turbo Tax for 20 years with no problems until now.

SUSAN

[JamesG1]

Is the income reported on IRS form 1099-R?  If so, in TurboTax Online, enter the IRS form 1099-R as follows:

• Down the left side of the screen, click on Federal.
• Down the left side of the screen, click on Wages & income.
• Click the down arrow to the right of Retirement Plans Social Security.
• Click to the right of IRA 401K Pension Plan Withdrawals.
• Select Add another 1099-R.
• At the screen Let's import your tax info, select Change how I enter the form.
• At the screen How would you like to upload your 1099-R, select Type it in myself.
• At the screen Who gave you a 1099-R, select the correct distribution.  Select Continue.
• Continue through the entry screens.

The reverse of the form does not have to be entered.

[fanfare]

Search  NJ div of taxation website for GIT-1 document showing when to use the General Rule and when to use the Three Year Rule

Getting all that into TurboTax is another issue  it should not be too difficult ( ? )

@ssanchirico