cowboys15
Level 2

My client lived in Texas her whole life, and worked in TX.  She moved to NJ in August 2021, worked remotely for 2 months, then retired.  She took a 401K distribution and had federal taxes taken out.  

The 1099R shows same taxable amount for Federal and NJ.  NO New Jersey tax was taken out.

I am not used to doing NJ returns, (I'm in Texas).  

Is there any way to reduce the tax in NJ since she #1 is a part year resident, and #2, she contributed to this 401 while in Texas?  Trying to reduce the tax on this.

Any help would be appreciated!!!

 

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