Help Articles

1. Open the tax return to the Partnership Information Worksheet.
2. Scroll down to Part VI - Electronic Filing Information. 
3. Locate the New Jersey CBT line.
   
4. Here you can check the boxes to mark the return, extension, or Quarterly Estimated Tax Payments for e-file.

Accessing the New Jersey CBT is similar to accessing a city formset.

1. Open the Federal Return.
2. From the File menu, select Go to State/City.
3. Select the New Jersey Partnership and click OK.
4. Once you're in the New Jersey Partnership return from the File menu select Go to State/City.
5. Select the New Jersey CBT-1065 Return and click OK.
    

New Jersey CBT-1065 fails to transmit, and the EF transmission log generate the following error:

"The CBT-1065 has not been completed. You may not file the CBT-1065 until it is completed. Verify that the CBT-1065 is required for your client and complete it if necessary. Return conversion failed."

How do I resolve this error?

To resolve this error, do the following:

• Make sure NJ CBT is checked on the Federal Information Worksheet - Part VI.
• Make sure NJ CBT-1065 is required to be e-filed.
  • For example, is there distributable income for each partner? If income/loss is equal to zero CBT-1065 may not need to be filed to New Jersey.
• Make sure there's at least one nonresident partner. NJ-CBT-1065 is used to calculate a tax for nonresident partners and won't calculate when all resident partners of New Jersey.
  • Reference government instructions on NJ-CBT-1065 for additional information, or contact the New Jersey Department of Revenue for further guidance.

Additional information

New Jersey NJ-CBT-1065 is found in New Jersey's module, and CBT-1065 is located in a separate module for the state. To fully activate CBT-1065, click on Go To State from within New Jersey Partnership, and then click on New Jersey CBT-1065 from the Go To State screen.

The experience of opening CBT-1065 is similar to opening a New York and New York City return in which you click Go To State twice to access NYC.

When trying to e-file, New Jersey Form CBT-1065 fails return conversion. The following error generates in the program:

"New Jersey CBT-1065 Return: A valid account holder type is needed to file electronically.  Return conversion failed."

How do I resolve this error?

The error occurs when the checkbox to indicate ownership of bank account isn't selected.

Follow these steps to resolve the error:

1. Open the client return.
2. From the File menu, select Go to State/City.
3. Select the New Jersey Partnership and click OK.
4. Once you're in the New Jersey Partnership return, go the File menu and select Go to State/City.
5. Select the New Jersey CBT-1065 Return and click OK.
6. Scroll down to Part V.
7. Locate the Payment Information section.
8. For Check a box to indicate ownership of bank account, mark the applicable checkbox:
   • Business Account
   • Personal Account
9. Save the return.
10. Run Final Review.
11. Try to e-file the NJ CBT-1065 again.