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Connecticut Free Printable  for 2024 Connecticut Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution

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Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution
Form CT-CHET

Schedule CT-CHET Department of Revenue Services State of Connecticut (Rev. 12/23) CHET 1223W 01 9999 Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution Your Social Security Number 2023  Complete this schedule in blue or black ink only. Please note that each form is year specific. To prevent any delay in processing your return, the correct year’s form must be submitted to the Department of Revenue Services (DRS). Attach completed Schedule CT‑CHET to the back of your Connecticut return. Do not use staples. Complete Schedule CT‑CHET to contribute all or part of your Connecticut individual income tax overpayment (Form CT‑1040, Line 22; Form CT‑1040NR/PY, Line 24.) to a CHET College Savings Plan Account(s). You must provide the following information to identify the CHET Plan, account number, and beneficiary. Before completing this schedule, review the most recent CHET Account Statement to correctly identify all account information. See instructions on back page. If you have not yet obtained your Fidelity CHET account number, please visit www.fidelity.com/chetactivate for details. For more information about CHET account(s), contact: Fidelity Investments Call - 1-800-544-1914 Internet - www.aboutchet.com Beneficiary #1 Beneficiary 1 - First name Fidelity Investments Account Number MI Last name (If two last names, insert a space between names.) 3 9 9 0 0 0 0 1 1. Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040, Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 1. This contribution is irrevocable. 1. , , .00 Beneficiary #2 Beneficiary 2 - First name Fidelity Investments Account Number MI Last name (If two last names, insert a space between names.) 3 9 9 0 0 0 0 1 2. Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040, Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 2. This contribution is irrevocable. 2. .00 Beneficiary #3 Beneficiary 3 - First name Fidelity Investments Account Number MI Last name (If two last names, insert a space between names.) 3 9 9 0 0 0 0 1 3. Amount of contribution: Identify the amount of your Connecticut overpayment (Form CT-1040, Line 22; Form CT-1040NR/PY, Line 24.) you elect to contribute to Beneficiary 3. This contribution is irrevocable. 3. .00 4. Total CHET Individual Savings Plan contribution(s): Add Schedule CT-CHET, Lines 1, 2, and 3. Enter here and on Form CT-1040, Line 24, or Form CT-1040NR/PY, Line 26. .00 4. See instructions. Visit us at portal.ct.gov/DRS for more information. Schedule CT-CHET Instructions Department of Revenue Services State of Connecticut This schedule must be attached to the back of Form CT-1040 or Form CT-1040NR/PY. General Instructions Completing the Schedule Contributions must be made into existing Connecticut Higher Education Trust (CHET) 529 College Savings Plans. Beneficiary’s Name Enter the beneficiary’s first name, middle initial, and last name, as it appears on the account statement. You can only make contributions to a total of three (3) CHET accounts. If the same beneficiary has more than one account, you must enter the contributions as separate beneficiaries. CHET Account Number Enter the account numbers identified on the account statement. Use the Fidelity prefix 39900001 followed by your 9-character Fidelity brokerage or 529 plan account number. To determine the portion of the Fidelity Investments Account Number that must be completed by the taxpayer, visit www.fidelity.com/ tax-information/direct-deposit. Contributions are irrevocable. Any contribution that is rejected for deposit will be returned to DRS and a refund will be issued to you in the form of a paper check. If you have an overpayment and are due a refund, all or part of your overpayment may be used to pay outstanding debts or taxes first. Your overpayment will be applied in the following order: 1. Penalty and interest you owe DRS; 2. Taxes you owe DRS; Lines 1, 2, and 3 Enter the amount of your contribution for each beneficiary on Lines 1, 2, and 3. Line 4 Add Lines 1, 2, and 3. Your total contributions must be equal to or less than your Connecticut overpayment (Form CT‑1040, Line 22; Form CT‑1040NR/PY, Line 24.). 3. Debts to other Connecticut state agencies; 4. Federal taxes you owe the Internal Revenue Service; 5. Taxes you owe to other states; 6. Amounts designated by you to be applied to your 2024 Connecticut estimated tax; and 7. CHET and designated charitable contributions. If your CHET contribution is reduced, you will receive an explanation. If you have not yet obtained your Fidelity CHET account number, please visit www.fidelity.com/chetactivate for details. For more information about CHET account(s), contact: Fidelity Investments Call - 1-800-544-1914 Internet - www.aboutchet.com Schedule CT-CHET Back (Rev. 12/23)
Extracted from PDF file 2023-connecticut-form-ct-chet.pdf, last modified December 2023

More about the Connecticut Form CT-CHET Individual Income Tax TY 2023

We last updated the Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution in February 2024, so this is the latest version of Form CT-CHET, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form CT-CHET directly from TaxFormFinder. You can print other Connecticut tax forms here.


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Other Connecticut Individual Income Tax Forms:

TaxFormFinder has an additional 85 Connecticut income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form CT-1040 Connecticut Resident Income Tax Return
Tax Instruction Booklet Form CT-1040 Instruction Booklet
CT-1040NR/PY Instructions Tax Instruction Booklet: CT-1040 for Nonresidents/Part-Year Residents
Form CT-W4P Withholding Certificate for Pension or Annuity Payments
Form CT-1040NR-PY Nonresident/Part-Year Resident Tax Return

Download all CT tax forms View all 86 Connecticut Income Tax Forms


Form Sources:

Connecticut usually releases forms for the current tax year between January and April. We last updated Connecticut Form CT-CHET from the Department of Revenue Services in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Connecticut Form CT-CHET

We have a total of ten past-year versions of Form CT-CHET in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2017 Form CT-CHET

Schedule CT-CHET 20170911.indd

2016 Form CT-CHET

Schedule CT-CHET, Connecticut HIgher Education Trust (CHET) 529 College Savings Plan Contribution

2015 Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution 2015 Form CT-CHET

Schedule CT-CHET, 2015 Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution

2014 Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution 2014 Form CT-CHET

Schedule CT-CHET, 2014 Connecticut Higher Education Trust (CHET) 529 College Savings Plan Contribution


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