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Fill Out a Valid Nj 1040Ez Template

The NJ-1040EZ form is a simplified tax form used by New Jersey residents for filing their state income tax returns. Designed to streamline the tax filing process, it is suitable for individuals who have straightforward financial situations, emphasizing the importance of accuracy and compliance with state tax laws. By capturing essential income, tax, and personal information, the NJ-1040EZ facilitates an efficient tax filing experience for eligible New Jersey residents.

Open This Nj 1040Ez

Article Structure

The NJ-1040EZ form is an essential document for New Jersey residents preparing their state income tax returns, especially designed for those with a straightforward financial situation. Focusing on the 2003 tax year, this form allows individuals to report wages, salary, and tips, along with certain types of interest and dividend income. It features crucial sections where taxpayers can claim exemptions for themselves, their spouse, and dependents, thereby determining the exemption amount which plays a pivotal role in calculating taxable income. Medical expenses and property tax deductions further refine this figure, leading to the determination of New Jersey taxable income. Taxpayers can also engage with various state initiatives through this form, including making charitable contributions to causes like wildlife conservation, child abuse prevention, and cancer research, amongst others. Additionally, eligibility for the New Jersey Earned Income Tax Credit is assessed within this document, offering a vital financial boost to low-income families. For those with more taxes withheld than owed, the form handles the calculation of overpayments and the resulting refund process. The form also facilitates the unique Homestead Rebate application and contributions to gubernatorial election campaigns, endorsing civic engagement even in personal financial processes. As a snapshot, the NJ-1040EZ form encapsulates the intersection of taxpayer obligations, state governance, and individual financial planning, structured in a manner that remains as straightforward as possible while accommodating various crucial aspects of New Jersey’s tax landscape.

Sample - Nj 1040Ez Form

For Privacy Act Notification, See Instructions

NJ-1040EZ							STATE OF NEW JERSEY INCOME TAX-RESIDENT RETURN
NJ-1040EZ							STATE OF NEW JERSEY INCOME TAX-RESIDENT RETURN
2003							Fill in		if application for Federal extension is enclosed								Round down all amounts less than 50 cents. Round up all amounts of 50 through 99 cents.
2003							or enter confirmation #_________________________________										DO NOT ENTER CENTS.
							or enter confirmation #_________________________________										DO NOT ENTER CENTS.
								IMPORTANT! YOU MUST ENTER YOUR SSN (s).									13.	Wages, Salaries, Tips, etc. (Enclose W-2)								,
								IMPORTANT! YOU MUST ENTER YOUR SSN (s).
	Your Social Security Number									-		-										13


										-		-					14a.	Taxable Interest Income				14a				,
	Spouse’s Social Security Number																									,


																							,
	County/Municipality Code																14b.	Tax-Exempt Interest Income			14b
																	14b.	Tax-Exempt Interest Income
																		Do NOT include on Line 14a
			(See Table page 31)															Do NOT include on Line 14a								,
	Place label on form if all preprinted information is correct. Otherwise, print or type your name and address.																15.	Dividends				15
																	15.	Dividends	...............................................................

	Last Name, First Name and Initial (Joint filers enter first name and initial of each. Enter spouse last name ONLY if different)																									,
																	16.	NJ Gross Income (Add Lines 13, 14a, and 15)				16
																						16

																		(See instructions)								,
																		(See instructions)				17
																	17.	Total Exemption Amount (From Line 12e)				17
	Home Address (Number and Street, including apartment number or rural route)

																	18.	Medical Expenses (See instructions)				18				,
																	18.	Medical Expenses (See instructions)								,
																										,
	City, Town, Post Office										State			Zip Code			19. Taxable Income (Line 16 minus Lines 17 and 18)					19
																	19. Taxable Income (Line 16 minus Lines 17 and 18)
																										,

																	20.	Property Tax Deduction (See instructions)						20
																	20.	Property Tax Deduction (See instructions)
		FILING STATUS (Fill in only one)																								,
		FILING STATUS (Fill in only one)															21.	NEW JERSEY TAXABLE INCOME				21
1.					Single												21.	NEW JERSEY TAXABLE INCOME
2.					Married, filing joint return													(Line 19 minus Line 20)								,

																						22
																	22.	Tax (From Tax Table, page 33)				22
																				............................
		3. Married, filing separate return - must file Form NJ-1040
																										,
																	23.	Use Tax Due on Out-of-State Purchases				23
4.					Head of household


																		If no Use Tax, enter a ZERO (0)
																										,

5.					Qualifying widow(er)												24.	Total Tax (Add Line 22 and Line 23)				24
																	24.	Total Tax (Add Line 22 and Line 23)
																										,
		EXEMPTIONS
		EXEMPTIONS											6				25.	NJ Income Tax Withheld (Enclose W-2)				25
6.				Regular				Yourself		Spouse			6		ENTER		25.	NJ Income Tax Withheld (Enclose W-2)


													7														26
7.				Age 65 or Over				Yourself		Spouse					NUMBERS		26.	Property Tax Credit (See instructions)


8.				Blind or Disabled				Yourself		Spouse			8		HERE		27.	Estimated Payments/Credit from 2002 return				27				,



																		Fill in	if Form NJ-2210 enclosed
9.				Number of your qualified dependent children											9		28.	Fill in	if Form NJ-2210 enclosed						28
															9			New Jersey Earned Income Tax Credit


															10			Complete schedule on Page 2								,
10.				Number of other dependents											10							29
10.				Number of other dependents												29.	Total Payments and Credits (Add Lines 25 - 28) ..					29
11.				Dependents attending colleges								11					30.	AMOUNT OF TAX YOU OWE (See instructions)				30				,
11.				Dependents attending colleges																		30

12.				Totals	(For Line 12a - Add Lines 6, 7, 8, and 11)							12a			12b			Fill in	if paying by e-check or credit card.							,
12.				Totals	(For Line 12a - Add Lines 6, 7, 8, and 11)							12a			12b			Fill in	if paying by e-check or credit card.
					(For Line 12b - Add Lines 9 and 10)												31.	OVERPAYMENT				31
																						31

		Exemptions:			12c.. . . . . . . Line 12a______x $1,000 = ____________													(See instructions)								,
		Exemptions:			12c.. . . . . . . Line 12a______x $1,000 = ____________												32.	Total Deductions From Overpayment				32
																						32
					12d			Line 12b______x $1,500 = ____________
																		(From Page 2, Line 8)								,
							.											(From Page 2, Line 8)
					. . . . . . .12e. Total Exemption Amount												33.	.........................REFUND (Line 31 minus Line 32)				33
						Add Lines 12c and 12d. Enter result here and on Line 17.

NJ-1040EZ (2003) Page 2

EARNED INCOME TAX CREDIT SCHEDULE

You may be eligible for the New Jersey Earned Income Tax Credit if you claimed the Federal Earned Income Credit for 2003, your gross income on Line 16, Form NJ-1040EZ is $20,000 or less, and your filing status for New Jersey is the same as your filing status on your Federal income tax return. Complete this schedule to see if you are eligible. You are not eligible for the New Jersey Earned Income Tax Credit if your filing status is single or married, filing separate return or if you answer “No” to question 1 below. See instructions.

1.Did you file a 2003 Federal Schedule EIC on which you

listed at least one “qualifying child”?	Yes	No

2. Fill in oval if you had the IRS figure your Federal Earned Income Credit

3.	Enter amount of Federal Earned Income Credit from your	,
	2003 Federal Form 1040 or 1040A	,
4.	Enter 20% of amount on Line 3 here and on Page 1, Line 28

GUBERNATORIAL ELECTIONS FUND (If you fill in the Yes oval(s) it will not increase your tax or reduce

your refund)
Do you wish to designate $1 of your taxes for this fund?	Yes	No

If joint return, does your spouse wish to designate $1?	Yes	No

DEDUCTIONS FROM OVERPAYMENT

1.	Credit to your 2004 tax							,
2.	N.J. Endangered							,
2.	N.J. Endangered
	Wildlife Fund		$10		$20	Other
3.	N.J. Children’s Trust Fund						ENTER
	to Prevent Child Abuse						ENTER
	to Prevent Child Abuse	$10		$20		Other

HOMESTEAD REBATE APPLICATION

1. Enter the GROSS INCOME you reported on Line	1	,
16, Form NJ-1040EZ	1
16, Form NJ-1040EZ

2. Enter your New Jersey address on December 31, 2003, if different from address on Page 1.

Street Address _________________________________________ Municipality ____________________

3. Fill in your residency status during 2003	HOMEOWNER	TENANT

4.If you indicated “Homeowner” on Line 3, enter the block and lot number of the residence for which the rebate is claimed.

4.	N.J. Vietnam					AMOUNT
4.	N.J. Vietnam
	Veterans’ Memorial Fund	$10		$20	Other		OF

5.	N.J. Breast Cancer
5.	N.J. Breast Cancer
	Research Fund	$10		$20	Other	CONTRIBUTION

6.	U.S.S. New Jersey
	Educational Museum Fund	$10		$20	Other
7.	Other Designated Contribution
7.	Other Designated Contribution					0
	................(See instruction page 26)		$10	$20	Other	0		,
	................(See instruction page 26)		$10	$20	Other

8.	Total Deductions From Overpayment.
8.	Total Deductions From Overpayment.
	(Add Lines 1 through 7) Enter here and on Page 1, Line 32

Block

Lot

5.If homeowner, enter the total 2003 property taxes you (and your spouse) paid on your principal residence in New Jersey during 2003 ......

6.If tenant, enter the total rent you (and your spouse) paid on your principal residence in New Jersey during 2003..................................................

Qualifier

Division

Use

Under penalties of perjury, I declare that I have examined this income tax return and homestead rebate application, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. If prepared by a person other than taxpayer, this declaration is based on all information of which the preparer has any knowledge.

	Your Signature	Date	Spouse’s Signature (if filing jointly, BOTH must sign)

I authorize the Division of Taxation to discuss my return and enclosures with my preparer (below)			If you do not need forms mailed to you next year, fill in
			If you do not need forms mailed to you next year, fill in



		Paid Preparer’s Signature	Federal Identification Number

		Firm’s Name	Federal Employer Identification Number

Pay amount on Line 30 in full. Write social security number(s) on check or money order and make payable to:

STATE OF NEW JERSEY - TGI

Mail your check or money order with your NJ-1040EZ-V payment voucher and your return to:

NJ Division of Taxation Revenue Processing Center PO Box 641

Trenton, NJ 08646-0641

IF REFUND:

NJ Division of Taxation Revenue Processing Center PO Box 640

Trenton, NJ 08646-0640

You may also pay by e-check or credit card. For more information go to: www.state.nj.us/treasury/taxation

2003 NJ Charitable Funds		3

Line 2 - New Jersey — Endangered Wildlife Fund

Help keep NJ’s wildlife in our future! Over 73 endangered and threatened species struggle for survival in NJ, the most densely populated state in the nation – and each day brings them closer to extinction. You can help our biologists stem the tide of species and habitat loss. Contributions from compassionate people like you go toward conservation, research, restoration, and education – real dollars that help the Endangered & Nongame Species Program protect imperiled animals such as the bald eagle, bobcat, and bog turtle, plus over 400 other nongame

species in NJ. We receive no state-dedicated funding and rely on your support, so this year please “Check Off for Wildlife.” Thank you!

Please visit www.NJFishandWildlife.com/ensphome.htm for more info. For a free subscription to our newsletter, please write to Conserve Wildlife Foundation, PO Box 400, Trenton, NJ 08625-0400, or contact Patricia Shapella at 609-292-3707.

Line 3 - New Jersey — Children’s Trust Fund… “A Person Who Cares Can Prevent Child Abuse”

Every year thousands of children in New Jersey are neglected and abused. We rely on your support to ensure that community-based programs throughout New Jersey have the resources to prevent these tragedies and strengthen families. 100% of your contribution goes directly to support child abuse prevention programs such as:

•parent education and support groups

•home visitation for parents of newborns

•respite care for children with special needs and their families

You can help children in New Jersey have a safe and healthy childhood.

For more information and/or a copy of the Children’s Trust Fund’s booklet of current programs please contact: NJ Children’s Trust Fund,

PO Box 711, Trenton, NJ 08625-0711 Phone: 609-633-3992 Web: http://www.state.nj.us/humanservices/cap/njcap2.html

Line 4 - New Jersey — Vietnam Veterans’ Memorial Fund

“To Remember, To Heal, To Honor”

Your support honors 1,557 New Jerseyans whose names are engraved on the Memorial and helps us teach future generations about this unique time in our nation’s history at the Vietnam Era Educational Center.

For more information, write: New Jersey Vietnam Veterans’ Memorial, PO Box 648,

Holmdel, NJ 07733 or call: 1-800-648-8387. Visit us on the Web at http://www.njvvmf.org.

Line 5 - New Jersey — Breast Cancer Research Fund

YOUR STATE TAX REFUND TODAY HELPS OUR DAUGHTERS TOMORROW

Join the fight against breast cancer and help New Jersey based researchers find a cure now so our daughters won’t have to fight this disease in the future. 100% of your donation supports research relating to the prevention, screening, treatment, and cure of breast cancer. For further information, please contact: The New Jersey Commission on Cancer Research, PO Box 360, 28 West State Street, Rm. 505, Trenton, NJ 08625-0360, Phone: 609-633-6552. Web: www.state.nj.us/health

Line 6 - New Jersey — U.S.S. NEW JERSEY Educational Museum Fund

BATTLESHIP NEW JERSEY

New Jersey’s namesake Battleship would appreciate your continued support. Your contribution will be used to support the world-class Educational Museum as a tribute to Veterans of all of the Armed Forces.

For more information contact: Battleship New Jersey Foundation, Inc. 1715 Hwy. 35, Middletown, NJ 07748

Phone: 732-671-6488 Web: http://www.battleshipnj.org E-mail: bb62fdn@aol.com

continued

Contributions - continued

2003 NJ Charitable Funds

Line 7 - New Jersey — Other Designated Contribution

01 - Drug Abuse Education Fund - THE EPIDEMIC OF DRUG ABUSE NEEDS

YOUR HELP! Your contribution helps New Jersey children receive valuable education from highly trained uniformed law enforcement officers throughout the State in providing drug abuse education programs. Research has shown that the more resistance education children receive, the more likely they will be drug free. The monies raised will help maintain K-6 curricula and increase program activity to Middle School and High School students as well as parents.

For more information contact D.A.R.E. New Jersey at 292 Prospect Plains Rd., Cranbury, NJ 08512 or call 1-800 DARENJ1. Web address: http://www.dare.com

Line 7 - New Jersey — Other Designated Contribution

02 - Korean Veterans’ Memorial Fund

“To Honor, To Educate, To Recognize, To Commemorate”

Your support to the Korean War Memorial in Atlantic City honors all the New Jerseyans who served and especially the more than 837 soldiers who died during the Forgotten War. We need to inform future generations of the past so that no one ever forgets these men and women. Your contribution will be used to maintain this place of honor.

For more information, write: Korean War Memorial, c/o Dept. of Military and Veterans Affairs, PO Box 340, Eggert Crossing Road,

Trenton, NJ 08625-0340. Phone: 609-530-7049. http://www.state.nj.us/military/korea/

Line 7 - New Jersey — Other Designated Contribution

03 - Organ and Tissue Donor Awareness Education Fund

More than 2,500 critically ill New Jerseyans from all walks of life — parents, children, siblings, grandparents — are waiting for life-saving organ transplants. Each day 17 people on waiting lists will die due to the lack of donated organs. But you have the power to donate life. Just one organ and tissue donor can save up to 8 lives and enhance the health of 75 others. Your support will help raise awareness of this drastic need for organ and tissue donors. Begin today by checking off line 7 to help fund organ and tissue donor education awareness in New Jersey.

For more information, call 1-800-SHARE-NJ or visit www.sharenj.org

Line 7 - New Jersey — Other Designated Contribution

04 - NJ-AIDS Services Fund

New Jersey currently ranks fifth in the country in total cases of HIV infection with an estimated 60,000 people living with HIV/AIDS. Your donation will be used for prevention, education, treatment and research.

For more information write to: New Jersey AIDS Services Fund, c/o Positive Connection, 1514 Palisade Avenue, Union City, NJ 07087, or call 973-485-6596.

Line 7 - New Jersey — Other Designated Contribution

05 - Literacy Volunteers of America – New Jersey Fund

“Literacy is the key to personal freedom.”

Millions of adults in New Jersey cannot read, write, or speak English well enough to successfully complete everyday tasks. Since 1979, Literacy Volunteers of America - New Jersey (LVA-NJ) has helped to develop, strengthen, and support the operation of local tutoring programs throughout New Jersey. These programs use trained volunteers to provide free, one-to-one tutoring to adults at the lowest levels of literacy. Although 5,000 adults were tutored last year, thousands more remain on waiting lists. Your donation will enable LVA-NJ to help even more adults improve their lives through increased literacy. For more information call 1-800-848-0048 or visit http://members.aol.com/lvanj

continued

2003 NJ Charitable Funds		5

Contributions - continued

Line 7 - New Jersey — Other Designated Contribution

06 - New Jersey Prostate Cancer Research Fund

DONATE FOR DAD

Over the past several years, New Jersey has had the dubious distinction of consistently ranking in the top ten states in the nation for prostate cancer incidence and mortality. So join our fight against prostate cancer and help New Jersey cancer researchers find a cure. 100% of your donation supports approved prostate cancer research relating to the prevention, screening, treatment, and cure of prostate cancer. For further information, please contact: The New Jersey Commission on Cancer Research, PO Box 360, Room 505, 28 West State Street, Trenton, NJ 08625-0360, Phone: 609-633-6552. Web: www.state.nj.us/health

continued

Form NJ-1040EZ

Although you have been selected to receive this form, not everyone qualifies to file Form NJ-1040EZ. If you answer “Yes” to any of the questions below, you cannot file Form NJ-1040EZ.

Yes No

!! Were you a New Jersey resident for only part of the year 2003?

!! Is your filing status married, filing separate return?

!! Do you have income other than wages, interest, and dividends?

!! Is your return filed on a fiscal year basis?

!! Are you filing on behalf of a deceased person?

!! Do you wish to claim a credit for taxes you paid to another jurisdiction?

!! Are you self-employed?

!! Did you receive a capital gain distribution from a mutual fund or other regulated investment company?

!! Did you have two or more employers and wish to claim a credit for excess UI/HC/WD or DI contributions withheld?

!! Did you make a withdrawal from your IRA during 2003?

!! Did you receive taxable pension and annuity income or early retirement benefits?

!! Do you wish to use the Pension Exclusion or the Other Retirement Income Exclusion to reduce your taxable income?

!! Do you wish to deduct alimony and/or separate maintenance payments you made?

!! Do you wish to claim a property tax deduction/credit or homestead rebate and you:

—lived in more than one qualified New Jersey residence during the year?

—shared ownership or rent with someone other than your spouse?

—owned a home that contains more than one unit?

!! Did you have income below the minimum filing threshold (see page 13), have no overpayment, and wish to file only to claim a homestead rebate?

If you checked “Yes” to any of the above, you do not qualify to file Form NJ-1040EZ. Please see back cover for information about other filing options. For information on how to obtain forms, publications, or other assistance, see page 43.

FILING INFORMATION

2003 Form NJ-1040EZ		13

Use the following chart to determine which New Jersey income tax filing method you may use. This chart is a guide only and may not cover every situation. For information on NJ WebFile or electronic filing, see back cover. If you need assistance, contact the Division’s Customer Service Center (609-292-6400).

Who Must File

As a New Jersey resident you MUST FILE a New Jersey resident income tax return if–

Your filing status is:

and

Your gross income from all sources for the entire year was more than:

Single	Married, filing joint return
Married, filing separate return	Head of household
	Qualifying widow(er)
$10,000	$20,000

How Should I File?

Form NJ-1040EZ

TeleFile (By phone)

Form NJ-1040

Residency Status

Filing Status

Personal Exemptions/ Dependents

Full-year NJ resident in 2003	∀ Full-year NJ resident in 2003 AND
	∀ Filed 2002 NJ resident return

Limited to:	Filing status (which must be the same
∀ Single	as on 2002 return) limited to:
∀ Married, filing joint return	∀ Single
∀ Head of household	∀ Married, filing joint return
∀ Qualifying widow(er)	∀ Head of household
	∀ Qualifying widow(er)

All personal exemptions and	Limited to:
dependents you are eligible to	∀ Regular exemption for taxpayer
claim	and spouse
	∀ Dependent children, other
	dependents, and dependents
	attending colleges
	NOTE: Taxpayers age 65 or older or
	blind or disabled cannot TeleFile.

Full-year or part-year NJ resident in 2003

Any filing status

All personal exemptions and dependents you are eligible to claim

Income Sources

Amount of NJ Gross Income

Deductions

Credits

Payments

Homestead Rebate

Limited to:	Limited to:	All sources of income
∀ Wages	∀ Wages
∀ Interest	∀ Interest ($2,500 or less)
∀ Dividends	∀ Dividends and capital gains distri-
	butions ($2,500 or less, combined)

No limit	No limit	No limit

Limited to:	Limited to:	All deductions you are eligible to
∀ Medical expenses and Archer	∀ Property tax deduction	claim
MSA contributions
∀ Property tax deduction*

Limited to:	Limited to:	All credits you are eligible to claim
∀ Property tax credit*	∀ Property tax credit
∀ NJ earned income tax credit	∀ NJ earned income tax credit
	∀ Excess UI/HC/WD or disability
	insurance contributions

Limited to:	Limited to:	∀ Withholdings from all sources
∀ Withholdings shown on W-2s	∀ Withholdings shown on W-2s	∀ Estimated tax payments for 2003
∀ Estimated tax payments for 2003		∀ Credit forward from 2002 NJ
∀ Credit from 2002 NJ return		return
∀ Payment made with extension		∀ Payment made with extension

Eligible homeowners and tenants*	All eligible homeowners and tenants	All eligible homeowners and tenants

*Residents who had more than one New Jersey residence during the year, shared ownership or rent with someone other than a spouse, or whose continued

principal residence had more than one unit CANNOT use Form NJ-1040EZ.

When to File

Generally, your New Jersey income tax return is due when your Federal income tax return is due. For calendar year filers, the 2003 New Jersey income tax return is due by April 15, 2004.

You cannot use Form NJ-1040EZ if you file on a fiscal year basis.

Postmark Date. All New Jersey income tax returns postmarked on or before the due date of the return are considered to be filed on time. Tax returns postmarked after the due date are considered to be filed late. When a return is postmarked after the due date, the filing date for that return is the date the return was received by the Division, not the postmark date of the return. Interest on unpaid liabilities is assessed from the due date of the return.

Extensions

Extensions of time are granted only to file your New Jersey resident income tax re- turn. There are no extensions of time to pay tax due. Penalties and interest are imposed whenever tax is paid after the original due date.

Four-Month Extension

You may receive a four-month extension of time to file your New Jersey resident income tax return if at least 80% of the tax liability computed on your Form NJ-1040EZ when filed is paid in the form of withholdings, estimated, or other pay- ments by the original due date, and

1.Federal extension filed. A copy of your Federal Application for Auto- matic Extension is enclosed with your final return and the oval at the top of the NJ-1040EZ is filled in (if the ex- tension application was filed by phone or online, your confirmation number is entered in the space provided at the top of Form NJ-1040EZ); or

2.No Federal extension filed. You file a request for a four-month extension on Form NJ-630, Application for Exten- sion of Time to File New Jersey Gross Income Tax Return, by the original due date of the return.

2003 Form NJ-1040EZ

Form NJ-630 must also be filed by the original due date if you are required to make a payment to satisfy the 80% requirement.

Extensions Beyond Four Months If you have requested and been granted a four-month extension, you may apply for an additional two-month extension before the original four-month extension expires. You must file Form NJ-630 if you require an extension of more than four months for New Jersey purposes and you are not re- questing an additional two-month exten- sion for Federal purposes. Otherwise, enclose a copy of your Federal applica- tion for an additional two-month exten- sion with your NJ-1040EZ when filed. Taxpayers who file Form NJ-630 will not receive an approved copy. We will notify you only if your request is denied.

If you fail to satisfy the requirements outlined for extensions, or you fail to file your return by the extended due date, your extension will be denied and penalties and interest will be imposed from the original due date of the re- turn. See “Penalties, Interest, and Col- lection Fees” on page 16.

Military Extensions

Special rules apply to members of the Armed Forces of the United States and ci- vilians providing support to the Armed Forces. For more information see the in- struction booklet for Form NJ-1040 or Tax Topic Bulletin GIT-7, Military Personnel.

How to Pay

The balance of tax due must be paid in full by the original due date of the return. If you owe less than $1, no payment is re- quired. You may make your payment by check or money order, electronic check (e-check), or credit card.

Check or Money Order. You will find a payment voucher (Form NJ-1040EZ-V) at the front of this booklet. If you owe tax and are sending the payment with your 2003 return, enter the amount of tax due in the boxes on the payment voucher. Do not make changes to any information pre- printed on the payment voucher. Instead make any necessary changes on Form NJ-1040EZ. For information about mail- ing forms, see “Where to Send Your Re- turn” on page 15.

Make check or money order payable to State of New Jersey – TGI. Write your social security number on the check or money order. Use social security numbers of both husband and wife for a joint return. Send your payment for the balance due with the payment voucher in the same envelope with your tax return.

If you are paying a balance due for the 2003 tax year and are making the first in- stallment of estimated tax for 2004, please use separate checks or money orders for each payment. Send your 2004 estimated tax payment with an NJ-1040-ES voucher to the address on that payment voucher. Do not include the estimated tax payment with your 2003 income tax return.

Electronic Check (e-check). You may be able to pay your 2003 New Jersey income taxes or make a payment of estimated tax for 2004 by e-check. This option is avail- able on the Division’s Web site (www.state.nj.us/treasury/taxation/). Tax- payers who do not have Internet access can make a payment by e-check by contacting the Division’s Customer Service Center at 609-292-6400. Do not send in the payment voucher if you pay your taxes by e-check.

When using e-check on the Web, you will need your social security number and date

You will need your bank’s 9-digit routing number and your account number to make a payment by e-check. Do not enter the check number as part of the account number. NO T E : The routing and account numbers may be in different places on your check.

continued

How to Pay - continued

of birth to make a payment. Be sure the social security number you enter matches the first social security number shown on the form for which you are making your payment, and the date of birth you enter is the date of birth for that person.

NOTE:

(1)If you do not enter your social security number and date of birth properly, you will not be able to pay by e-check.

(2)If you are filing a New Jersey return for the first time, or your filing status is dif- ferent than the filing status on your 2002 return, you may not be able to pay by e-check.

Credit Card. You may pay your 2003 New Jersey income taxes or make a pay- ment of estimated tax for 2004 by credit card. Pay by phone (1-800-2PAYTAX, toll-free) or directly over the Internet (www.officialpayments.com) and use a Visa, American Express, MasterCard, or Discover/Novus credit card. Do not send in the payment voucher if you pay your taxes by credit card.

There is a convenience fee of 2.5% paid directly to Official Payments Corporation based on the amount of your tax payment.

Time Limit for Assessing Additional Taxes. The Division of Taxation has three years from the date you filed your income tax return or the original due date of the return, whichever is later, to send you a bill for additional taxes you owe. There is no time limit if you did not file your tax return, or if you filed a false or fraudulent return with the intent to evade tax. The time limit may be extended if:

♦You amended or the IRS adjusted your Federal taxable income or your Federal earned income credit;

♦You amended your New Jersey taxable income;

♦You entered into a written agreement with the Division extending the time to make an assessment;

♦You omit more than 25% of your gross income on your New Jersey income tax return; or

2003 Form NJ-1040EZ

Credit Card Payment

Sample Convenience Fees

Transaction	Convenience	Total
Amount	Fee	Amount
$ 100.00	$ 2.50	$ 102.50
200.00	5.00	205.00
400.00	10.00	410.00
600.00	15.00	615.00
1,000.00	25.00	1,025.00
1,400.00	35.00	1,435.00
2,000.00	50.00	2,050.00
2,700.00	67.50	2,767.50
3,500.00	87.50	3,587.50
4,400.00	110.00	4,510.00
5,400.00	135.00	5,535.00
6,400.00	160.00	6,560.00
7,400.00	185.00	7,585.00
8,700.00	217.50	8,917.50
10,400.00	260.00	10,660.00
13,000.00	325.00	13,325.00
17,400.00	435.00	17,835.00
21,000.00	525.00	21,525.00
28,000.00	700.00	28,700.00
36,000.00	900.00	36,900.00
45,000.00	1,125.00	46,125.00
55,000.00	1,375.00	56,375.00
66,000.00	1,650.00	67,650.00
77,000.00	1,925.00	78,925.00
88,000.00	2,200.00	90,200.00

NOTE: Fees are subject to change.

For payments above $100,000, please contact the Official Payments Corp. Special Services Group at 1-877-754-4420

♦An erroneous refund is made as a result of fraud or misrepresentation by you.

Where to Send Your Return

Your packet contains a large envelope. Use the large envelope to mail your NJ-1040EZ along with related enclosures, payment voucher, and check or money order for any tax due. On the flap of the large envelope you will find preprinted address labels with different addresses for different categories of returns. To ensure your return is mailed properly:

1.Remove all labels along perforations from envelope flap; and

2.Choose the correct label for your return.

Mail Returns Requesting a Refund (or With No Tax Due) to:

STATE OF NEW JERSEY

DIVISION OF TAXATION

REVENUE PROCESSING CENTER

PO BOX 640

TRENTON NJ 08646-0640

Mail Returns Indicating Tax Due Together With Payment Voucher and Check or Money Order to:

STATE OF NEW JERSEY

DIVISION OF TAXATION

REVENUE PROCESSING CENTER

PO BOX 641

TRENTON NJ 08646-0641

3.Moisten and affix only the correct label on the front of the large return envelope.

Do not staple, paper clip, or tape your check or money order to the voucher.

Refunds

A return must be filed to claim a refund for overpayment of tax. If the refund is $1 or less, you must enclose a statement spe- cifically requesting it.

Time Period for Refunds. You have three years from the date the return was filed or two years from the time tax was paid, whichever was later, to claim a re- fund. If you and the Division agree in writing to extend the period of assess- ment, the period for filing a refund claim will also be extended.

Interest Paid on Refunds. If the Division takes more than six months to send you your income tax refund, you have a right to receive interest on that refund. Interest at the prime rate, compounded annually, will be paid from the later of:

♦the date the refund claim was filed;

♦the date the tax was paid; or

♦the due date of the return.

No interest will be paid when an over- payment is credited to the next year’s tax liability, or on an overpayment or portion of an overpayment which consists of a New Jersey earned income tax credit.

New Jersey law requires that any money owed to the State of New Jersey, any of its agencies, or the Internal Revenue Serv-

continued

DTAX TIP

Refunds - continued

ice be deducted from your refund or cred- it before it is issued. Homestead rebates may also be affected. These debts include, among other things, money owed for past due taxes, child support due under a court order, school loans, hospital bills, and IRS levies. If the Division applies your refund, credit, or rebate to any of these debts, you will be notified through the mail.

Deceased Taxpayers

You cannot use Form NJ-1040EZ if you are filing on behalf of a person who received

income in 2003 but died before filing a return.

Estimated Tax

Estimated tax means the amount which you estimate to be your income tax for the taxable year after subtracting payments, withholdings, and other credits.

You are required to make estimated tax payments using Form NJ-1040-ES

2003 Form NJ-1040EZ

Amended Returns

If you received an additional tax state- ment (W-2 or 1099) after your return was filed, or you discovered that you made any error or omission on your return, file an amended New Jersey resident return, Form NJ-1040X.

Changes in Your Federal Income Tax or Federal Earned Income Credit. If you receive a notice from the Internal Revenue Service that they changed your reported income, and that change altered your New Jersey taxable income, or if you receive a notice that your Federal earned income credit has been changed, and that change alters your New Jersey earned in- come tax credit, you must notify the Divi- sion of the change in writing within 90 days. File an amended tax return and pay any additional tax due.

If you file an amended Federal return which changes your New Jersey taxable income or your Federal earned income credit, you must file an amended New Jer- sey resident return, Form NJ-1040X, within 90 days.

Late Filing Penalty

5% per month (or fraction of a month) up to a maximum of 25% of the outstanding tax liability when a return is filed after the due date or extended due date. A penalty of $100 for each month the return is late may also be imposed.

Late Payment Penalty

5% of the outstanding tax balance may be imposed.

Interest

3% above the prime rate for every month or fraction of a month the tax is unpaid, compounded annually. At the end of each calendar year, any tax, penalties, and in- terest remaining due (unpaid) will become part of the balance on which interest is charged.

Collection Fees

In addition, if your tax bill is sent to our collection agency, a referral cost recovery fee of 10% of the tax due will be added to your liability. If a certificate of debt is is- sued for your outstanding liability, a fee for the cost of collection of the tax may also be imposed.

when your estimated tax exceeds $400. Instructions for computing the estimated tax and making the payments are included with the form. Review the amount of your New Jersey gross income tax on your ex- pected gross income (after deductions and credits) to determine if you need to make estimated tax payments for 2004.

To avoid having to make estimated tax payments, you may ask your employer to withhold an additional amount from your wages by completing Form NJ-W4. Fail- ure to file a Declaration of Estimated Tax or pay all or part of an underpayment will result in interest charges on the underpayment.

Underpayment of Estimated Tax. If you failed to make all of the required es- timated tax payments as described above, you should request Form NJ-2210, Underpayment of Estimated Tax by Indi- viduals, Estates or Trusts. Complete Form NJ-2210 to determine if interest is due and if so, calculate the amount. If you complete and enclose Form NJ-2210 with your return, fill in the oval below Line 27.

Accounting Method

Use the same accounting method for New Jersey gross income tax that you used for Federal income tax purposes. Income must be recognized and reported in the same period as it is recognized and re- ported for Federal income tax purposes.

Rounding Off to Whole Dollars

When completing your return you must show the money items in whole dollars. If you have to add two or more items to fig- ure the total to enter on a line, include cents when adding the items and round off only the total. When entering the rounded total on the line, eliminate any amount under 50 cents and increase any amount 50 cents or more to the next higher dollar.

Penalties, Interest, and Collection Fees

Penalty and interest should be included with the payment of any tax due.

Keeping Tax Records

Keep copies of your tax returns and the supporting documentation of income, age and/or disability, deductions, and credits until the statute of limitations has expired for each return. Generally, this is three years after the filing date or two years from the date the tax was paid, whichever is later.

Privacy Act Notification

The Federal Privacy Act of 1974 requires an agency requesting information from in- dividuals to inform them why the request is being made and how the information is being used.

Your social security number is used pri- marily to account for and give credit for tax payments. The Division of Taxation also uses social security numbers in the administration and enforcement of all tax laws for which it is responsible. In addi- tion, the Division of Taxation is required by law to forward an annual list to the Ad- ministrative Office of the Courts con-

continued

➤ PDF

Document Specifications

Fact Name	Description
Form Purpose	The NJ-1040EZ form is meant for New Jersey residents to file their state income tax returns for the year 2003.
Eligibility for Filing	Residents can use this form if their taxable income consists primarily of wages, salaries, tips, and includes taxable interest or dividends not exceeding certain amounts.
Important Provisions	It features sections for calculating exemptions, taxable income after deductions, and eligible tax credits, including the New Jersey Earned Income Tax Credit for those who qualify.
Governing Law	This form adheres to the New Jersey Gross Income Tax Act, which outlines the state's income taxation guidelines and requirements.

Detailed Steps for Using Nj 1040Ez

Filling out the NJ-1040EZ form is a straightforward process that requires attention to detail to ensure accuracy. This document is designed for New Jersey residents to report their income taxes. It is important to carefully follow the steps to correctly fill out the form, rounding down amounts less than 50 cents and rounding up amounts from 50 to 99 cents. Before beginning, gather all relevant financial documents, such as W-2 forms and records of interest income, dividends, and any applicable deductions.

Enter your Social Security Number (SSN) and, if applicable, your spouse’s SSN in the designated areas.
Fill in the County/Municipality Code that pertains to your residence.
Place your address label on the form if available and correct. Otherwise, type or print your name, address, including apartment number or rural route, city, town, post office, state, and zip code. If filing jointly, enter the names in the order listed.
Enter "Wages, Salaries, Tips, etc." as indicated in your W-2 form on Line 13.
Report your "Taxable Interest Income" on Line 14a and "Tax-Exempt Interest Income" on Line 14b, following the instructions provided.
Add your Dividends on Line 15.
Calculate your "NJ Gross Income" on Line 16 by adding Lines 13, 14a, and 15.
Determine your "Total Exemption Amount" from Line 12e and report it on Line 17.
Enter "Medical Expenses" on Line 18, adhering to the instructions for permissible deductions.
Calculate your "Taxable Income" on Line 19 by subtracting Lines 17 and 18 from Line 16.
Report any "Property Tax Deduction" on Line 20 as instructed.
Subtract Line 20 from Line 19 to find your "NEW JERSEY TAXABLE INCOME" and report this on Line 21.
Refer to the Tax Table provided in the form’s instructions to determine the tax on your taxable income and enter this amount on Line 22.
Include any "Use Tax Due on Out-of-State Purchases" on Line 23. If none, enter a zero (0).
Add Line 22 and Line 23 together to find your "Total Tax" and report this on Line 24.
Record "NJ Income Tax Withheld" from your W-2 forms on Line 25.
Refer to the instructions to calculate any "Property Tax Credit" and enter this on Line 26.
Add any "Estimated Payments/Credit from 2002 return" to Line 27.
Complete the "Earned Income Tax Credit Schedule" if applicable and report the credit on Line 28.
Add Lines 25 through 28 to calculate your "Total Payments and Credits" and report this on Line 29.
Determine the "AMOUNT OF TAX YOU OWE" by subtracting Line 29 from Line 24 and report this on Line 30. If Line 29 is more than Line 24, proceed to Line 31 for "OVERPAYMENT."
If you have an overpayment, report the total deductions from this amount on Line 32 as calculated from the Deductions From Overpayment section. Then, calculate your refund (Line 31 minus Line 32) and enter this on Line 33.

For the sections regarding contributions to charitable funds, gubernatorial elections fund, and homestead rebate application, follow the guidelines provided for each specific area. Finally, ensure all pertinent sections are signed and dated before submission to ensure your return is processed without delay. Mail your completed form and any payment due to the appropriate address as indicated on the form, depending on whether you owe tax or are expecting a refund.

Learn More on Nj 1040Ez

What is the NJ-1040EZ form?

The NJ-1040EZ is a simplified tax form used by New Jersey residents to file their state income tax return. It's designed for taxpayers with straightforward financial situations, allowing them to report wages, salaries, tips, and some types of interest and dividends.

Who can use the NJ-1040EZ form?

Eligibility to use the NJ-1040EZ form is based on several criteria, such as your filing status, income levels, and the types of income you receive. It is primarily intended for individuals who have simple tax situations without the need for itemized deductions or credits, with exceptions.

What information do I need to file the NJ-1040EZ?

To file the NJ-1040EZ, you will need:

Your Social Security number and, if jointly filing, your spouse’s Social Security number.
W-2 forms for wages, salaries, and tips.
Interest and dividends income information.
Total exemption amount and any eligible deductions, such as medical expenses or property tax deductions.

How do I calculate New Jersey taxable income on the NJ-1040EZ?

To calculate your New Jersey taxable income, subtract your total exemption amount and any deductions from your gross income. This calculation helps determine your taxable income, which is subject to state income tax rates.

Can I claim dependents on the NJ-1040EZ?

Yes, you can claim dependents on the NJ-1040EZ. You'll need to provide information about your dependents, including those attending college and other dependents, to calculate your exemptions accurately.

What tax credits are available when filing the NJ-1040EZ?

While the NJ-1040EZ is a simplified form, you may still be eligible for certain tax credits such as the New Jersey Earned Income Tax Credit (NJEITC) if you meet specific criteria. The form includes a schedule to help determine your eligibility for the NJEITC.

How do I report and calculate contributions to New Jersey charitable funds?

On the NJ-1040EZ, you can elect to contribute to various New Jersey charitable funds. If you choose to make contributions, you will need to report the amounts you contribute to each fund and calculate the total deductions from your overpayment accordingly.

What should I do if I'm expecting a refund or owe additional taxes with my NJ-1040EZ?

If you expect a refund, ensure you complete the necessary sections to claim it. If you owe additional taxes, calculate the total amount due and follow the instructions for payment, which can include paying by check, money order, e-check, or credit card. For refunds, your correct banking information must be provided if you prefer direct deposit.

Common mistakes

Filling out the NJ-1040EZ form incorrectly can lead to delays in processing and potential issues with your tax return. Here are four common mistakes people make:

Not rounding numbers correctly: All amounts should be rounded down if they are less than 50 cents and rounded up if they are 50 through 99 cents. An error in rounding can lead to incorrect tax calculations.
Entering cents in dollar amount fields: The form explicitly states, "DO NOT ENTER CENTS." This mistake can cause confusion and delay the processing of your return.
Incorrect Social Security Number (SSN): It's crucial to enter your SSN and, if applicable, your spouse's SSN accurately. Any discrepancy can cause significant processing delays and may affect your tax liability or refund.
Misreporting income: Not accurately reporting wages, taxable interest, or dividends can lead to incorrect tax calculations. Always make sure the income figures match the information on your W-2 or other tax documents.

It's also worth noting common oversights related to deductions and credits:

Not claiming the property tax deduction when eligible, which can lower your taxable income.
Forgetting to claim the New Jersey Earned Income Tax Credit if you qualify, potentially missing out on a valuable credit.
Incorrectly calculating exemptions, particularly if you don't properly add lines for dependents, which can affect your total exemption amount.
Omitting contributions to various New Jersey charitable funds, if you intended to contribute a portion of your return to causes like wildlife conservation, child abuse prevention, or cancer research.

Always review your form thoroughly before submission to avoid these mistakes and ensure your tax return is processed smoothly.

Documents used along the form

When filing the New Jersey NJ-1040EZ form, individuals commonly encounter the need for various supporting documents and forms to complete their tax returns accurately and efficiently. These documents play a crucial role in ensuring that the information provided is accurate, which can help avoid potential errors or delays with tax return processing. Below is a list of documents and forms often used alongside the NJ-1040EZ form:

Form W-2 (Wage and Tax Statement): This form reports an employee's annual wages and the amount of taxes withheld from their paycheck. It is issued by employers and needed to report wages on the tax return.
Form 1099-INT (Interest Income): This form is used to report interest income earned throughout the tax year. Taxpayers who have earned interest from bank accounts or investments will need this form to report their taxable interest on Line 14a.
Form 1099-DIV (Dividends and Distributions): Individuals who receive distributions or dividends from investments must report this income. The 1099-DIV form provides the necessary information to fill out Line 15 on the NJ-1040EZ.
Form NJ-1040-V (Payment Voucher): This payment voucher is used when sending payments to the New Jersey Division of Taxation. It is especially relevant for those who owe taxes and prefer to pay by check or money order.
Form NJ-2450 (Claim for Excess Unemployment/Disability/Family Leave Insurance Contributions): If an individual believes they have overpaid their unemployment, disability, or family leave insurance, this form allows them to claim a refund for the excess contributions.

Each of these documents plays a vital role in the completion of the NJ-1040EZ form. They provide the necessary information to accurately report income, file for potential deductions or credits, and ensure that taxpayers correctly pay any owed taxes or receive due refunds. It is crucial for filers to gather these documents before starting their tax return to facilitate a smooth and accurate filing process.

Similar forms

The NJ-1040EZ form shares similarities with the Federal IRS 1040EZ form, primarily in their purposes and general structure. Both are streamlined versions of their longer counterparts, designed for taxpayers with simpler financial situations. They allow for reporting of wages, salaries, and tips alongside a limited range of income types, such as taxable interest and dividends. However, the NJ-1040EZ form is specific to New Jersey state income tax, whereas the IRS 1040EZ pertains to federal income tax. Each form simplifies the tax preparation process by minimizing the number of schedules and worksheets taxpayers must complete, focusing instead on basic financial information and direct calculations for deductions and tax credits.

The NJ Homestead Rebate Application section within the NJ-1040EZ form draws parallels to the Property Tax Rebate forms found in other states. This section is designed for homeowners and tenants to apply for rebates on property taxes paid, reflecting a state’s initiative to provide financial relief to residents. While the specific criteria and benefits can vary greatly from state to state, the underlying concept remains the constant: offering a form of tax relief related to housing costs. In New Jersey, this is directly integrated into the income tax return process, illustrating a streamlined approach to administering such benefits.

The Earned Income Tax Credit (EITC) schedule within the NJ-1040EZ mirrors the EITC section found in the federal 1040 and 1040A forms. This provision allows eligible taxpayers to claim a credit that can reduce the amount of taxes owed and potentially increase their refund. The commonality across both the state and federal forms underlines the EITC’s importance as a tool for supporting low-to-moderate-income workers and families. Each level of government calculates eligibility and credit amounts based on its set of criteria, yet they both aim to alleviate tax burdens and encourage workforce participation.

Contributions to charitable funds via the NJ-1040EZ form resemble the charitable donation deductions featured on the federal Schedule A (Form 1040). Taxpayers are encouraged to support various causes and initiatives through designated contributions sections on their tax forms. These contributions, while specified on the New Jersey form as direct allocations from a taxpayer’s refund or payment, align with the broader concept of incentivizing charitable giving through the tax system. Though the mechanisms differ—with the NJ-1040EZ facilitating direct contributions and the IRS Schedule A allowing for deductions from taxable income—the underlying motivation to promote charitable giving reflects a shared value between state and federal tax policies.

Finally, deductions for medical expenses on the NJ-1040EZ form are similar to those found on the federal Schedule A (Form 1040). Both allow taxpayers to subtract certain out-of-pocket health care costs from their income, potentially lowering their taxable income. While the specifics, including minimum thresholds and what qualifies as deductible expenses, vary, the principle of providing tax relief for significant medical expenses is a consistent theme. This reflects a recognition of the financial burden that health care costs can place on individuals and families, offering some measure of relief through the tax code.

Dos and Don'ts

Filling out the NJ 1040EZ form is an important task that requires attention to detail. To ensure you complete this task effectively, here's a list of things you should and shouldn't do:

Things You Should Do

Double-check your Social Security Number (SSN). Ensuring your SSN is correct is fundamental as it is key to your identity for tax purposes.
Round figures correctly. If an amount is less than 50 cents, round down, and if it's 50 cents or more, round up. Enter all amounts without cents.
Include all necessary documentation. For example, your W-2 form should be enclosed if you're reporting wages, salaries, tips, etc.
Review deductions and credits. Make sure to claim any deductions like the property tax deduction or credits like the New Jersey Earned Income Tax Credit if eligible. Understanding these can reduce your taxable income or increase your refund.
Sign and date the form. Both you and your spouse, if filing jointly, must sign the form. An unsigned form is like not filing at all and can result in delays.

Things You Shouldn't Do

Leave mandatory fields blank. Each required field, such as filing status and exemption amounts, needs to be completed to avoid processing issues.
Enter information in the wrong lines. Carefully read each line's description to avoid inaccuracies that could lead to potential issues or delays with your return.
Forget to include your contact information. Your address and phone number are crucial for any needed communication regarding your return.
Overlook the charitable contribution sections. If you wish to donate to any charitable funds, use this opportunity. However, do not feel compelled to contribute if you are unable or unsure.
Ignore the homestead rebate application if applicable. If you're eligible for the rebate, make sure to provide the required information to take advantage of this benefit.

Approaching the NJ 1040EZ with a detailed and careful mindset can ensure a smoother process and potentially more favorable outcomes. Always consult the instructions for any clarifications or consider seeking assistance if you're unsure about any part of the process.

Misconceptions

There are several misconceptions about the NJ 1040EZ Income Tax-Resident Return form that need to be clarified for accurate understanding and filing:

Only for Single Filers: It's a common belief that the NJ 1040EZ is exclusively for single filers. However, married couples filing jointly can also use this form, provided they meet other criteria.
Inclusion of Cents: Many think they need to report cents on their income and deductions. The instructions clearly state to round to the nearest dollar, eliminating cents.
Taxable Interest Must Be Reported: There's a misconception that all interest income is tax-free. Only tax-exempt interest, as specified, should not be included in 14a; taxable interest must be reported.
Claiming Dependents: Some believe you cannot claim dependents using the 1040EZ form. While it limits detailed exemptions, filers can still claim dependents as indicated in the exemptions section.
Medical Expenses Deduction: A common error is assuming medical expenses are not deductible on NJ 1040EZ. If you meet certain criteria, you can deduct medical expenses.
Limited to Basic Filings: The notion that the NJ 1040EZ is only for the simplest of tax situations is mistaken. Taxpayers with certain types of income and deductions, like property taxes, can use this form effectively.
Electronic Filing Requirements: There's a misunderstanding that you cannot e-file if using the NJ 1040EZ. New Jersey taxpayers can file this form electronically, streamlining the process.
No Support for Credits: Contrary to some beliefs, filers can claim specific tax credits, such as the New Jersey Earned Income Tax Credit, using the NJ 1040EZ form.
Ignoring Charitable Contributions: Many are unaware that the NJ 1040EZ form allows taxpayers to designate a portion of their refund or owe additional to various charitable funds, as indicated in the deductions from overpayment section.

Clearing up these misconceptions ensures that taxpayers can file more accurately and potentially take advantage of benefits and deductions they were previously unaware of.

Key takeaways

Understanding the NJ 1040EZ Form is crucial for New Jersey residents filing their state tax returns. Here are four key takeaways:

Ensure all amounts reported on the form are rounded to the nearest dollar. Round down amounts less than 50 cents and round up amounts from 50 to 99 cents.
Don't forget to enter your Social Security Number (SSN). It's essential for the processing of your tax return. If filing jointly, include your spouse’s SSN as well.
The NJ 1040EZ form accommodates various income types, including wages, taxable interest, and dividends. Accurately report each income type in the designated sections.
Eligibility for deductions and credits, such as medical expenses and property tax deductions, can significantly impact your taxable income. Carefully review the instructions for each to optimize your tax return.

Additionally, the form includes options to contribute to charitable causes directly from your refund. If inclined, consider supporting initiatives like wildlife conservation, child abuse prevention, or veterans’ memorial funds. Making a difference is just a checkbox away.

Remember, correctly filling out the NJ 1040EZ form is the first step toward ensuring your tax obligations are met and potentially receiving a refund. If you have questions or uncertainties, don't hesitate to consult the detailed instructions provided by the New Jersey Division of Taxation or seek professional advice.

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Sample - Nj 1040Ez Form

Document Specifications

Detailed Steps for Using Nj 1040Ez

Learn More on Nj 1040Ez

What is the NJ-1040EZ form?

Who can use the NJ-1040EZ form?

What information do I need to file the NJ-1040EZ?

How do I calculate New Jersey taxable income on the NJ-1040EZ?

Can I claim dependents on the NJ-1040EZ?

What tax credits are available when filing the NJ-1040EZ?

How do I report and calculate contributions to New Jersey charitable funds?

What should I do if I'm expecting a refund or owe additional taxes with my NJ-1040EZ?

Common mistakes

Documents used along the form

Similar forms

Dos and Don'ts

Misconceptions

Key takeaways

Popular PDF Documents