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Level 2
posted Apr 23, 2025 11:19:09 AM

AMENDING NJ TAX

I took standard deduction on federal return 2024. But didn’t see the option to add medical deduction on state return. Was it automatically added or do I have to amend state return & add it manually??

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1 Best answer
Expert Alumni
Apr 23, 2025 12:33:37 PM

Are you claimed by someone else?   Line 30 is your personal exemption, so it shouldn't be blank.   Are you unreimbursed medical expenses more than 2% of your NJ income?   If not, that could be why you did not get the deduction.   

 

When you amend, you will go back through the NJ return.  You will come to a screen titled Any Medical Expenses?  Answer Yes there.  New Jersey allows you to deduct medical expenses in excess of 2% of your income (TurboTax will calculate and show the base amount).     You should see the amounts on Worksheet F and on your NJ tax return, NJ-1040 line 31.  

6 Replies
Expert Alumni
Apr 23, 2025 11:21:02 AM

If you entered the medical information into the federal return it should have been automatically added to the New Jersey return.  Have you checked the New Jersey return to see if it is there?

 

@zeni36 

Level 2
Apr 23, 2025 11:26:55 AM

If my memory serves me correctly When completing the federal return turbo tax system checks to see if standard deduction is a better option, once a person chose standard deduction did that kick out the medical deduction information ??

Expert Alumni
Apr 23, 2025 11:41:41 AM

No, they are not removed when you select standard deduction on the federal return.  The medical expenses are ignored on your federal return if you are using the standard deduction.  But they are still available to use on your state return if your state allows using a different deduction.  Some states allow you to change, some don't.   The expenses are entered on your federal return and transferred to your state return(s).   If your medical deduction was not included on your NJ, you can amend to add the deduction.  

 

NJ doesn't have a standard deduction or itemize deductions.   New Jersey law provides several gross income tax deductions that can be taken on the New Jersey Income Tax return. New Jersey does not allow federal deductions, such as mortgage interest, employee business expenses, and IRA and Keogh Plan contributions.   

 

On your NJ return, you can deduct from your gross income certain medical expenses that you paid during the year for yourself, your spouse or domestic partner, and your dependents. However, you cannot deduct expenses for which you were reimbursed. Only expenses that exceed 2% of your income can be deducted.   See NJ Exemptions & Deductions

Level 2
Apr 23, 2025 11:43:32 AM

I checked State return on line 30 Medical Expenses there’s nothing there it’s blank 

Level 2
Apr 23, 2025 11:47:37 AM

So if line 30 on state return is blank I need to amend & fill out the worksheet is that correct ??

Expert Alumni
Apr 23, 2025 12:33:37 PM

Are you claimed by someone else?   Line 30 is your personal exemption, so it shouldn't be blank.   Are you unreimbursed medical expenses more than 2% of your NJ income?   If not, that could be why you did not get the deduction.   

 

When you amend, you will go back through the NJ return.  You will come to a screen titled Any Medical Expenses?  Answer Yes there.  New Jersey allows you to deduct medical expenses in excess of 2% of your income (TurboTax will calculate and show the base amount).     You should see the amounts on Worksheet F and on your NJ tax return, NJ-1040 line 31.