New jersey non-resident refund real estate GIT

[dlambrec1]

My mother sold her home in New Jersey in 2015  after the death of my Dad and moved  out of state to live with children. She sold  the home less than 2 years from his death and owes no capital gains on the sale (It was less than $500,00.)  
As a non-resident at the time of the sale,  New Jersey took the standard 2% GIT at the time of sale.
 She should receive a refund of this GIT
I do not find a line in Turbo Tax that allows me to enter the amount she is owed,nor do I see a place to request this refund.
How do I go about getting her refund?

[rjs · Accepted solution]

The New Jersey tax that your mother paid at the time of the sale has to be entered in the federal interview in TurboTax. According to the instructions for Form NJ-1040NR it's considered a payment of New Jersey estimated tax, not withholding. Here's how to enter the estimated tax payment in TurboTax.

• Click the Federal Taxes tab.
• Click Deductions & Credits.
• Click "I'll choose what I work on" or "Jump to a full list."
• On the screen "Your 2015 Deductions & Credits" scroll down to the section "Estimates and Other Taxes Paid."
• Click the Start, Update, or Revisit button for "Estimates."
• On the Estimated taxes screen, click the Start, Update, or Revisit button for State estimated taxes for 2015.
• Enter the payment on the next screen. It doesn't matter which quarter you enter it under. Select New Jersey as the state, change the Date Paid to the date that your mother paid the tax (probably the date of the closing), and enter the amount.

The amount of tax paid will appear on Form NJ-1040NR line 46.

[dlambrec1]

Thanks very much. This looks like it worked well.

[cgfuser]

Did you actually get the refund from NJ? I followed the same process, with the exact situation - Non Resident, sold home in 2019, and they did not refund the tax paid at the time of closing (GIT-2). Would appreciate if you can share your experience.

[phantom68]

To get the refund (from NJ) of the NJ Non Resident Seller's Tax Prepayment, you must file the NJ Form A-3128 and submit the form with all required information and documents.  This is situation unfortunately is not addressed in the Turbo Tax software for NJ  

[BillM223]

TurboTax is designed to address annual New Jersey income tax returns. The A-3128 is not part of the New Jersey Individual Tax return, and so it is not listed as a form that TurboTax supports.

In part, this is because the A-3128 is asynchronous to the filing of the annual return - it might be filed in a year other than when the corresponding NJ tax return was filed or it might never be filed at all.