State/Local Income Tax Refunds and Other Recoveries New Jersey Slides Tax Year 2018 Tax refunds and recoveries occur regularly All counselors should have good working knowledge of the no-benefit rule Practice using either the TaxSlayer or Bogart calculators is encouraged The comprehensive topic at the end is for Unused Nonrefundable Credits (another way that there was no benefit)

New Jersey State Tax Refund NJ Income Tax Refund is not taxable in NJ TaxSlayer handles automatically NTTC Training – TY2018

How to look up NJ State Tax Refund for Federal Tax Purposes Can get info on NJ income tax refund from NJ Division of Taxation website Refund Lookup Tool Link from TaxPrep4Free.org Preparer page to NJ Form 1099- G Inquiry Need SS #, Date of Birth, Name, & Zip Code Amount from previous year tax return must be verified since amount could have changed (error found, return amended, etc.) NTTC Training – TY2018