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Retirement tax questions
It does not sound like the IRS form 1099-R been entered into the Federal tax return.
Does your 2022 Federal 1040 tax return show the pension distribution on line 5a? Does the Federal 1040 show a taxable amount on line 5b?
The income should be reported on the Federal tax return and flow to the Connecticut Form CT-1040.
If this is an IRS form 1099-R, what is the amount in box 1? Box 2a? Box 7? Is the IRA / SEP / SIMPLE box checked? Box 9b?
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March 8, 2023
6:48 AM