AmyC
Employee Tax Expert

Retirement tax questions

In the MI program, there is a screen that says Where Did Your Retirement Income Come From?

For the government pension:

  1. That screen will list each 1099-R you enter.
  2. Each 1099-R lists the distribution amount
  3. Each 1099-R has a dropdown box
  4. The dropdown box has the option to mark it as government employee.

For the annuity:

The state taxable amount should be the correct amount having already taken your contributions into account.

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