

Am I getting the full N.J. veteran’s tax break?
Q. I’ve been approved by the state for New Jersey’s $3,000 veteran’s exemption. Both H&R Block and TurboTax said the state told them to...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


Can I qualify for the Homestead Rebate if a trust owns my condo?
Q. I live in a condo that my kids paid for and put in a trust. I’m a senior and I live on $881 per month. I pay all the taxes, sewer...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


Can I deduct out-of-state property taxes on my N.J. return?
Q. Can I deduct out-of-state property taxes on a summer-only cottage my New Jersey tax return? TurboTax shows yes, but I’ve seen...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


Are active duty military personnel exempt from the exit tax?
Q. Are active duty military personnel exempt from the 2 percent exit tax when they sell/transfer their former home in New Jersey? —...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


How long should I keep paperwork from my deceased relatives?
Q. My dad died in 2011 and my mother died in 2015. Do I need to keep Social Security cards, birth, death, marriage and baptism...
Cathy Marshall


Why does the government want to know the value of my IRAs?
By Karin Price Mueller NJMoneyHelp.com for NJ.com States can't take back taxes on retirement accounts if you move away. Q. My wife and I...
Cathy Marshall


How do I value these IRAs for tax purposes?
Q. I have three separate retirement accounts held at a single brokerage firm. The first is a traditional IRA on which I paid New Jersey...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


Can I collect Social Security from my husband? He died 20 years ago.
You may be eligible to collect benefits on a spouse's record. (pixabay.com) Q. My spouse died in 1998. We were married 20 years at that...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


Why you might not qualify for the pension exclusion
If you earn one dollar too many, you won't qualify for this valuable tax benefit. (pixabay.com) Q. My husband and I filed our 2017 state...
By Karin Price Mueller NJMoneyHelp.com for NJ.com


I'm trying to save on taxes. Can I deduct losses against my IRA's gains?
The rules for IRAs are strict, but they can help with long-term gains. (pixabay.com) Q. If I close my IRA by converting the funds to a...
By Karin Price Mueller NJMoneyHelp.com for NJ.com






