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- DC State Return - Can one subtract from Federal AGI annuity payments from Federal Gov't agency received by surviving spouse as a Death benrfit (code 4) on 1099R?
DC State Return - Can one subtract from Federal AGI annuity payments from Federal Gov't agency received by surviving spouse as a Death benrfit (code 4) on 1099R?
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CPR-27
Level 1
04-12-2023
07:49 PM
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Line 12 on D-40 allows for subtraction from Federal AGI DC and Federal government survivor benefits
Taxpayer, as surviving spouse, receives pension annuity payments classified as code 4 on 1099R. These payments will continue for the remaining annuity period and are taxable on Federal return
Are these payments to be subtracted on line 12 of D-40?
2 Comments 2
sjrcpa
Level 15
04-12-2023
08:25 PM
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Is the pension paid by the DC Gov't or the federal gov't?
Ex-AllStar
CPR-27
Level 1
04-12-2023
08:47 PM
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Paid by the federal gov't
