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Level 3
April 13, 2023

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?

  • April 13, 2023
  • 1 reply
  • 14 views

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?

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    1 reply

    sjrcpa
    Level 15
    April 13, 2023

    Is the pension paid by the DC Gov't or the federal gov't?

    The more I know the more I don’t know.
    CPR-27Author
    Level 3
    April 13, 2023

    Paid by the federal gov't