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New Jersey Chapter

Chapter President

Mary Rose Martino, EA
1023 Haral Place
Cherry Hill, NJ 08034-3604
Phone: 856.428.3079

Chapter Announcements

2018 NJNATP IRS Cyber Security and other Practice Issues Seminar on Thursday June 14, 2018Yes5/21/2018 12:33 PM
Picture Placeholder: Joseph Krupka, CPA
  • Joseph Krupka, CPA
15/17/2018 10:31 AM
CPE CreditsField of Study
2Federal Tax Law Topics​

Why only 2 credits?​

Joshua Melum, EA5/21/2018 8:41 AMNo
Picture Placeholder: Brian Grey, EA
  • Brian Grey, EA
03/13/2017 1:38 PM


I am a former NJ resident now living in Georgia. I am preparing a ​tax return for a New Jersey resident who itemized deductions last year and has to report his NJ refund as income.  The client lost his 1099-G government payments. My software wants the NJ division of taxation's EIN for the return to be e-filed.   Can anyone send me their EIN?  Thanks.  Brian Grey

3/13/2017 1:38 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
29/30/2013 8:26 AM

Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Dan Barra12/15/2016 9:50 AMNo
Picture Placeholder: Marc Standig, EA,CFP(R),CMA
  • Marc Standig, EA,CFP(R),CMA
28/23/2016 9:35 PM
Are you planning to attend the New Jersey Chapter's Federal Tax Day and Annual Meeting on September 29?

Thomas W Watkins, EA9/23/2016 10:49 AMNo
Picture Placeholder: Nicholas R Karp, MBA,EA,CFE,USTCP
  • Nicholas R Karp, MBA,EA,CFE,USTCP
04/5/2016 6:26 PM

I'm an EA and CPA Candidate. Looking for a practice with billings of $250,000 - $400,000 averaging at least $500/return. Cash in hand; interested in outright purchase or partnership stake​. Contact nick@karp.com in confidence.

4/5/2016 6:26 PMNo
Picture Placeholder: Charles W Starr, EA
  • Charles W Starr, EA
02/29/2016 8:26 AM

Regarding NJ W-2 income, I read somewhere that ​deferred compensation, "other than 401k" is taxable. Is that true that 401k deferred compensation is not currently taxable?

2/29/2016 8:26 AMNo
Picture Placeholder: Garry M Keel
  • Garry M Keel
02/2/2016 6:24 PM

​Is the contribution shown a a state workers W-2 with a code of 414H an adjustment to income on Federal tax purposes as a 501c 18 adjustment. 

2/2/2016 6:24 PMNo
Picture Placeholder: Duane K Ralston, EA
  • Duane K Ralston, EA
33/5/2015 9:18 AM

​A NJ resident employed by Chase Bank in Jersey City has some strange deductions that are listed in Box 20 of the W-2 along with total amount in Box 19 and no wages listed in Box 18.

In the more detailed section of W-2, the codes are NJ Unempl EE for $120, NJ WDPF FOR $8, NJ SWAF FOR $6, and NJ FLI/EE for $14.

Does this relate to a City Income Tax?  Is a City Tax Return required?  Is it required to do anything on any return for these?

Marc Standig, EA,CFP(R),CMA11/29/2015 11:36 AMNo
Picture Placeholder: April M Bittle Kurzke, AFSP
  • April M Bittle Kurzke, AFSP
08/7/2015 8:41 AM

​Hello New Jersey NATP Instructors and Members

I am April Bittle-Kurzke, 2015 Virginia Chapter President

We are looking for someone to teach a class on Affordable Care Act for the Practitioner at our annual conference:

Date: November 5, 2015

Time: 10:20 AM to Noon

Place: Doubletree Hotel by Hilton 50 Kingsmill Rd., Williamsburg, VA 23185

Our chapter will pay for one night stay at the hotel.

Please call me if you are interested.  Williamsburg is a nice place to visit!

Cell: 908 295-9730

8/7/2015 8:41 AMNo
Picture Placeholder: Dan Barra
  • Dan Barra
02/7/2015 8:25 AM




2/7/2015 8:25 AMNo
Picture Placeholder: Richard Jay Bellows, AFSP
  • Richard Jay Bellows, AFSP
01/20/2015 3:32 PM

​Has anyone heard when the 2014 forms will be included on the NJ Taxation website? Specifically the NJ-1065.

1/20/2015 3:32 PMNo
Picture Placeholder: Deborah Mininger Lahneman, ATP
  • Deborah Mininger Lahneman, ATP
212/4/2014 12:44 PM

I have a client who sold an inherited property in NJ.  She is a PA resident.  They withheld $3311 at settlement. Can she get that refunded to her?​

Deborah Mininger Lahneman, ATP12/8/2014 9:40 AMNo
Picture: Michael Leeper
  • Michael Leeper
010/14/2014 4:42 PM

I recently moved to Wildwood, New Jersey, from Virginia and I believe my New Jersey membership is automatic.

Is there any way of finding out other members that are from the Cape May County area?

​Mike Leeper

10/14/2014 4:42 PMNo
Picture Placeholder: Roselu P Llanos, AFSP
  • Roselu P Llanos, AFSP
09/12/2014 9:19 PM

​My client is a Head of Household with 3 dependents, 2 children, 11 and 9 y.o. (US Citizens) and a mother,68 y. o. ( a green card holder). As per client, she cannot get her mother medicare health insurance due to the fact that she is not a US Citizen so she decided to go online market and look for a health insurance coverage but she found it very expensive.She is currently earning $98000.00/year as a Registered Nurse.

What is the best advise that I could give to my client? Will she be penalized for not getting her mother health insurance coverage this year? and if penalized, how do we compute for the penalty?

9/12/2014 9:19 PMNo
Picture Placeholder: Robert Bauer, EA
  • Robert Bauer, EA
13/10/2014 3:50 PM

​I have two clients (husband and wife) who both live in NJ and work in New York City. The NJ Dept of Revenue recently requested copies of their paper W2s and disallowed deduction from taxable wages for Dependent Care Benefits, Health and Dental Insurance, Transportation Benefits and an HSA. Generally employers will calculate the gross NJ wages on the W2 but since these employers are in NY there were no entries on the W2 for NJ thus we reported the Federal wages as wages for NJ. I Know NJ is a gross income tax but could not find anything specific as far as what deductions might be allowed. Are all of these voluntary contributions items that must be added back to taxable wages in NJ. Are there any arguments we can use regarding any of them? Whatever advise you can offer would be appreciated.

Jaimee Hammer, EA6/4/2014 1:42 PMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
012/6/2013 10:33 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.


Megan Sonicksen, NATP Tax Communications​
12/6/2013 10:33 AMNo
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