NJ IRA Wks-SP

[djake1961]

I cannot get past the Review status for this section of my return. 

Is there a known problem with the program?

[DaveF1006]

Yes, this can be an issue that may have been generated because of mismatched information. Here are some possible remedies.

If you are using TurboTax Online:

1. Delete the NJ IRA Worksheet: Go to Tax Tools > Tools > Delete a form. Delete the NJ IRA Wks-SP and the NJ 1099-R Worksheet. 
2. Re-run the State Interview: Go back into the New Jersey section. When it asks about retirement income, pay close attention to the "New Jersey Property Tax/Retirement" screens.
3. Manual Entry of NJ Basis: When prompted for "Contributions previously taxed by NJ," if you don't have the exact number from 20+ years ago, many users enter their Total Federal Basis (from Form 8606) as a starting point to satisfy the software’s requirement for a value.

If you are using TurboTax Desktop (CD/Download):

1.  Switch to Forms Mode (top right).
2. Find NJ IRA Wks-SP in the list on the left. Select it.
3. Look for any fields highlighted in Red. Often, it's a simple "Yes/No" box or a "0" that needs to be manually entered to satisfy the calculation.
4. If the math is correct but the software is stuck, you can right-click the offending field and select Override. Note: Overriding can sometimes prevent e-filing, so use this only as a last resort