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CT 529 (CHET) as a part-year CT resident -- tax benefit?

I am starting CT 529 (CHET) as a part-year CT resident for my child.

will I have the deduction of 5k/10k MFJ on CT state tax, as NR or part year resident?

thank you. 

 

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1 Reply
Hal_Al
Level 15

CT 529 (CHET) as a part-year CT resident -- tax benefit?

According to these two references, non-residents would not qualify:

https://www.savingforcollege.com/529-plans/connecticut/connecticut-higher-education-trust-chet

https://www.thebalance.com/connecticut-tax-deductions-for-education-expenses-795319

 

In most states, the rule for part year residents is that the contribution must have been made during the time you were a resident. You may want to contact the CT Dept. of Revenue for a direct answer.

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