Missouri Property Tax Credit Income Limits

[duediligence803]

For the purposes of the Missouri Property Tax Credit claimed on Form MO-PTC, does "pensions" on Line 2 include amounts that were a direct rollover to an IRA?

NOT including them would make the most sense to me, but it isn't really spelled out in the instructions. Should I attach Form 1099-R even for amounts that were rolled over and include Code G in Box 7?

[AmyC · Accepted solution]

The rollover was not income you received. It does not count on the PTC. See Missouri Property Tax Credit (PTC) Claim for more information.