State tax filing
The 2020 Michigan Schedule 1, Line 22 Box D is a checkbox for having received benefits from SSA exempt employment. Check how you initially entered the retirement income to explain why the SSA Tax Exempt was selected for Michigan.
To return to this area, follow these steps:
- From the left menu, select Federal.
- This will open the Wages & Income page. Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and Edit.
- Check what kind of 1099-R was selected.
- If you do need CSA 1099-R or CSF 1099-R, then you would need to check the box SSA Tax Exempt for Michigan, and should not remove the checkbox check.
- If you do not need the SSA Tax Exempt check box for Michigan, then you do not need CSA 1099-R or CSF 1099-R.
- The tile for Financial institution or other provider (1099-R) needs to be selected instead.
- The tile for Financial institution or other provider (1099-R) needs to be selected instead.
- Only changing this tile could lead to different errors in the Michigan return.
- Therefore, if you need Form 1099-R, and not CSA 1099-R or CSF 1099-R, delete your existing 1099-R entry and re-enter it.
- To delete this, follow these steps:
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-R and select Delete and Delete Selected Form and Continue.
- To Re-enter:
- Select Federal from the left menu to open Wages & Income.
- Scroll to Retirement Plans and Social Security and Show More.
- IRA, 401(k), Pension Plan Withdrawals (1099-R) and Start.
- Select the category of Form 1099-R according to what you received.
- To delete this, follow these steps:
- Therefore, if you need Form 1099-R, and not CSA 1099-R or CSF 1099-R, delete your existing 1099-R entry and re-enter it.
For more information from the State of Michigan:
Summarized from 2020 Michigan Schedule 1 Instructions: SSA exempt employment means the worker did not pay Social Security taxes. Some examples include police and firefighter retirees, some federal retirees covered under the Civil Service Retirement System and hired prior to 10984, and a small number of other state and local government retirees. (page 3)
[Edited 02/20/2021 | 9:22 AM PST]
