JamesG1
Expert Alumni

State tax filing

The TaxBook states:  Qualifying retirement and pension benefits include:

 

Benefits received due to a disability, or as a surviving spouse if the decedent qualified for the subtraction at the time of death and was born prior to January 1, 1953.

 

In TurboTax Online, when entering the IRS form 1099-R, at the screen Do any of these situations apply to you, I selected I inherited this IRA.

 

In the Michigan state income tax return, at the screen Retirement Income and Pension Summary, the software selected code N pension subject to Michigan tax.

 

@syoung123 

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