NJ tax form: Pensions, Annuities, and IRAs Wks- TP/part A Line 4a?

[fanfare]

As I tried to explain before without the form in front of me, to clear Part A Line 4b

you must go to Part B and clear out anything in Lines 1,2,3, 6

In most cases, the first time, 4a total contributions previously taxed is exactly total contributions previously reported over all time.  

Section 3 is not applicable.

[whitewatch88]

Yes!  There were only 0s in that section but removing them did indeed clear the error and we have finally efiled! Thank you!  Sorry I didn't understand your instructions the first time

[grosen5866]

On my state tax form, Part A, unrecovered contributions.  What number goes into line 4a.  Can you let me know where that number is retrieved?

Thank you.

Greg Rosendahl

[fanfare]

In most cases, the first time, 4a total contributions previously taxed is exactly total distributions previously reported on an NJ tax return over all time.

You have to get these numbers from your own records, or your tax returns if you are one who has kept every tax return in the closet.

[echevjo]

Related to this topic, how do I ensure my non NJ taxable portion of my 2021 IRA withdrawal is entered on line 20b of NJ-1040?  I entered my IRA distribution on federal return of $10,000. According to NJ worksheet C, only $4,000 is taxable on NJ return.  How is the $6,000/line 20b non taxable amount entered on NJ-1040?  Right now my Turbo Tax return is taxing the full $10,000 on NJ return.

[fanfare]

as previously pointed out TurboTax knows worksheet C and through the Step-by-Step interview,

will ask you for the relevant amounts.

Then when it does the calculations from that worksheet it put the results on 20a and 20b.

[echevjo]

I agree but TT is not placing the correct amount on 20b of the NJ 1040. 

What exactly triggers TT to move non taxable IRA distributions to line 20b?

[fanfare]

This is triggered when you go step by step through your NJ tax return and come to the IRA questions.

[Mark-P]

You state, this is the total amount of IRA contributions.

How is this number calculated? Is it the current value of ALL IRAs (Filing jointly) as of 12/31/2022? Or, some other amount.?

[fanfare]

"Is it the current value of ALL IRAs ?"

no that is your contributions + earnings 

only contributions not already recovered are eligible for exclusion by the pro-rated calculation.

The original suggestion that it must be an NJ resident contribution is not correct, all contributions are counted.

You must have maintained good records about your Traditional IRA funding.

@Mark-P