Skip to main content
April 3, 2025
Question

NJ State return claiming rollover for husband and wife but only one had rollover

  • April 3, 2025
  • 1 reply
  • 0 views

We have the desktop tax turbo.  Completed the federal tax portion.

Problem with the NJ state form.  A page comes up that stating there is a rollover for my husband--he did NOT have a rollover.  I also have the same info come up--I did have a rollover.  Is it a glitch?

    1 reply

    April 3, 2025

    TurboTax asks if it is a rollover for all retirement accounts- did your husband have a 1099-R?

    April 3, 2025

    Yes he had a 1099 R  which showed his RMD. 

     

    AND the page states a rollover amount which is my rollover amount.  The same amount is then shown when that page shows up when completing the NJ form