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Printable Form Instruction 1099-R & 5498 Newark New Jersey: What You Should Know

Box 9b-1 — The grossed up value of the excess contribution (box 9a). Box 9b-7 — The adjusted gross income (box 8a) . Box 9b-11 — The excess payment tax (box 9a). There are two additional box 11 codes. Box 8c — The amount of federal and state social security contributions withheld on an eligible rollover distribution (box 6b). Box 8c-l — The amount of social security coverage withheld from the amount not withheld (box 2c). Ex. box 9b, box 24, line 19, box 12, line 25. If the distribution is eligible rollover or subject to an additional tax for nonperiodic distributions, those additional amounts must be added as applicable. If your spouse is eligible for a nonperiodic distribution, he or she must file a Form 1099-R. If your spouse is filing an itemized tax return, your spouse's distribution must be listed, even if the amount, if any, from the eligible rollover distribution is also included. If you receive a Form 1099-R from your employer, you must include an estimated liability with your federal income tax return. You are not required to complete the Schedule D Instructions for Form 1099-R if you received your distributions under the New Jersey Income Tax Plan. You may however, complete the Schedule D Form W-4R. The 1099-R is a summary only and not to be used as a substitute for a tax return. If you receive a 1099-R from a broker or broker/dealer, you should complete and file Form 1099-R. Form 1099-R, Application for a Refund for Tax-Exempt Distributions, is sent automatically by the IRS to individuals who are eligible for IRS-authorized relief, such as the New Jersey Income Tax Exemption program. Tax refunds are not automatic. If you need more than 20 days to receive a refund, contact the refund administrator at. For additional information, see IRS Publication 523, Tax Withholding and Estimated Tax. The following is a sample of Form 1099-R received by a qualified New Jersey resident. Form 1099-R, Certification of a Return of Qualified Income, is mailed to individuals reporting income from the following sources for the taxable year.

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