About Steve-NJ

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My accountant retired, so using TT for the first time.

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Re: Non-qualified annuity disbursement considered pension/401K payme...

In another TT Q&A I saw that deleting a state filing and creating a new one could "reset" the form and correct some apparent errors. I tired that and it worked!...

Steve-NJ

Updated Mar 25, 2024
Re: Non-qualified annuity disbursement considered pension/401K payme...

Thanks for clarifying. I just don't understand why because it was purchased from a regular taxable account that had nothing to do with a pension or 401K. I'll f...

Steve-NJ

Updated Mar 25, 2024
Re: Non-qualified annuity disbursement considered pension/401K payme...

Forgot to mention that I also entered the Distribution codes 7 and D. Any advice?

Steve-NJ

2

Updated Mar 25, 2024
Re: Partnership 1065 K2 and K3

When I go through TurboTax for NJ state taxes it says "Schedule K-3 will be available in a future release", yet the link above says it is available now in print...

Steve-NJ

Updated Mar 10, 2022
Re: Is an inherited Roth distribution tax-free in NJ?

Thank you George! Very clear explanation that resolved the problem. All is good now since I can easily show that it was indeed a qualified distribution.

Steve-NJ

Updated Feb 03, 2023

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Date Registered	‎February 16, 2022 11:06 AM
Date Last Visited	‎March 25, 2024 9:49 AM
Total Messages Posted	13

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