JamesG1
Expert Alumni

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?

 

@RC519 

 

 

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