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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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CT PENSION EXCLUSION
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ejdtaxman
Level 7
02-10-2023
01:14 PM
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Hopefully there are some CT practitioners out there that can clean this up for me.
My research shows that for TY 2022 "income-eligible taxpayers may deduct 100% of their qualifying pension and annuity income from their CT taxable income." For MFJ the threshold is 100k.
I have a client with CT AGI less than 100k and proseries is not generating any kind of exclusion or subtraction for her and her hubby's pension income. 2 of the pensions are NY based, but one is CT based. Is there some other reason why they wouldn't be eligible for this, or are we just waiting for a software update?
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