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State tax filing
@Saad2027uk - then use those documents to discuss with KMPG...... you have to convince them.
Also, I would be careful, as a quick read of your links (and again I am not a lawyer) references that three year lookback related to pension and retirement income. If you look at the link I provided, the State defines pensions having an annuity payment and a severence payment is not an annuity.
The question is whether severence is considered 'pension and retirement' income by definition otherwise the document is not on point to your dilemma.
it's really best to have this conversation with KPMG or hire another firm to complete your taxes if you do not have confidence in KPMG.
‎June 28, 2022
7:10 AM