1. 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)

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

3. 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 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