Thank you for the help.
The state is Connecticut. If I choose the second option -- reducing the 1099-R amount -- it sounds like I would also attach an explanatory statement to the Connecticut return?
Could you briefly say why the pension might get special treatment? It is a retired teacher's pension; there are no beneficiaries and the account is closed. It's only this single final monthly payment that I need to treat correctly.
Maybe I'd be better off filing for an extension and getting professional help.
Thank you.
