Pension income not correct on New Jersey return

[k04040]

On the 1099- R the taxable amount (box 2A) is less than the gross amount (box 1) because there were contributions decades ago before they came out pretax. On the federal return, the taxable amount is used which is correct. For the NJ return, the gross amount needs to be used because those contributions were deducted in a prior year using the 3 year rule method so the gross amount needs to be used every year going forward. I reflect all that in the pension section of the federal portion even showing the NJ distribution amount as the gross and showing the amounts of the contributions and all of it being used as the questions direct me to do yet the NJ return still shows the net amount form box 2A. How do I get the gross number to show in the NJ return?

[ThomasM125]

You have a couple of choices on how to reflect your pension adjustment on your New Jersey return. 

If you use the desktop version of TurboTax, you can navigate to a screen called Pension, Annuities and IRA withdrawals in your New Jersey return, and enter the additional pension income on that worksheet. It will look like this:

Your other option is to file your federal return first, then go to the pension entry in the federal section of TurboTax, and change the taxable amount to the correct number for New Jersey, then file the New Jersey state tax return.

[k04040]

I am using the desktop and I see what you're saying but I have two comments:

1) Instead of your suggestion, I put a code 3 (for three year rule) in the code column and then put the cost and cost recovered amounts ( which are the same) in section 2 part C below that and it picks up the gross amount correctly

2)  All this info that I just entered manually for the right answer for the 3 year rule is already entered in the federal questions on this topic. It seems to be an easy computer fix to pick up the info like you do for other items from the federal information and use it. If I didn't know that the gross is the right answer and that I have to make manual adjustments, I would be filing a wrong NJ tax return. It should be fixed, especially since you already collect the data in the federal questions.