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April 15, 2025
Question

NJ Pension 3-year rule

  • April 15, 2025
  • 1 reply
  • 0 views

I'm using TurboTax Deluxe (which I successfully used last year). I finished my federal taxes, and I'm trying to finish my NJ state taxes. However, the program isn't applying the 3-year rule to my pension, and it's saying I owe a lot of money to NJ, including interest. I know this isn't right, but how can I force it to apply the 3-year rule? It worked last year. Do I have to note something when I add my pension 1099-R in the federal portion? Please help!! Thanks.

    1 reply

    April 15, 2025

    Nevermind. I figured it out. Thanks anyway.