john_742
New Member

Retirement tax questions

Hi Terry,

 

Thanks for the info.  However I talked with one of the TT CPAs and they did not know how to add this info.  On 1040 schedule A, the only 2 places might be line 6 or 16, but the instructions don't really fit.  Or would you add it to the SALT paid, in which case that is limited to $10k (which I am already over due to property taxes)?  Or would you modify the 1099-G directly, which I don't really want to change what is on that form?

 

I did the math and figured out how much CASDI taxes I paid on past non-itemized years, so this could definitely reduce my tax basis on the PFL benefits I received in 2019.  Any help is much appreciated.  Thank you!