So when it says "balance of tax due with your return is more than $400" it means not the underpayment penalty tax due but the overall amount of NJ tax?
Yes, it is the NJ screen. What do you mean by "If your w2 shows 100% of your NJ wages and 25% NY wages, then you need to exclude NY wages"? I'm still a bit conf...
Yes I started with a zero balance and ended with a zero balance in the Traditional IRA when I executed this. I didn't invest anything before rolling over.
