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snugsam
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Pension, Annuities , and IRA Withdrawal worksheet

For the Pension and Annuity Withdrawal worksheet on the Part D - General Rule Method - line 1 asks for the contributions made to the plan. What amount do I put there since it is a 401K that my husband has been adding to for the 25 years he worked there. The review for errors of my NJ state return pointed out that there wasn’t an amount in that line. 

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Pension, Annuities , and IRA Withdrawal worksheet

If 401k contributions for husband began on or after after Jan 1 1984, all distributions are NJ taxable.

You don't use the General Rule and you don't need a worksheet.

 

@snugsam 

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