Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
A
apple-Sweet-z
May 16, 2022
Question

CT 529 (CHET) as a part-year CT resident -- tax benefit?

  • May 16, 2022
  • 1 reply
  • 0 views

I am starting CT 529 (CHET) as a part-year CT resident for my child.

will I have the deduction of 5k/10k MFJ on CT state tax, as NR or part year resident?

thank you. 

 

    1 reply

    Hal_Al
    Hal_Al
    Employee
    May 16, 2022

    According to these two references, non-residents would not qualify:

    https://www.savingforcollege.com/529-plans/connecticut/connecticut-higher-education-trust-chet

    https://www.thebalance.com/connecticut-tax-deductions-for-education-expenses-795319

     

    In most states, the rule for part year residents is that the contribution must have been made during the time you were a resident. You may want to contact the CT Dept. of Revenue for a direct answer.

      TurboTax Sign In Widget
      TurboTax flag icon

      Unlock tailored help options in your account

      Create an account
      TurboTax Expert Assist
      TurboTax Expert

      Get answers to all your tax questions

      Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

      Terms & ConditionsCookie settingsAccessibility statement
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      ©1997-2022 Intuit, Inc. All rights reserved.
      Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
      of Intuit Inc. Terms and conditions, features, support, pricing, and service options
      subject to change without notice.

      Security Certification of the TurboTax Online application has been performed by
      C-Level Security.

      By accessing and using this page you agree to the Terms of Use.

      Accessibility

      TRUSTe nResult Certified e-File C-Level Security Certification