New Jersey Excludable Income

Excludable Pension, Annuity, and IRA Distributions/Withdrawals Enter the excludable portion of any distribution you received from a contributory pension, annuity, or IRA. This is the amount that represents your previously taxed contributions. Three-Year Rule Method. Include the full amount received until you have recovered all of your contributions. General Rule Method. Include the amount [...]

What is a 3rd party Designee error ?

If you received an error indicating that the Third-Party Designee name or Pin Number entered is incorrect or has invalid characters, please log in and correct this information and resend. This information is only required if you are permitting the IRS to contact a third party to discuss your return. Otherwise, you will leave it blank. How to correct this error: From our homepage, click on [...]

How do I file a return for a deceased taxpayer?

When using the filing status: Married Filing Joint as the surviving spouse, On the personal information screen for the deceased individual, you must check the dial next to deceased. After continuing, you will be prompted to enter the taxpayer's date of death and identify yourself as the surviving spouse. On the next page, you must type your name in the "care of" field in order to continue [...]