tdro
Returning Member

Retirement tax questions

The AGE of the filer also determines if you receive a credit.  This is not listed above in TT reply.

Question: Does MI 2024 state calculations take into account the DOB for the filer of a 1099-R IRA?  My DOB is 1948 and I have a 1099-R for an IRA code 7 SEP distribution.

This is a big deal. Another tax preparation company just announced this potential issue for MI filers recently.

 

Also, was the 2023 TT MI state software ever updated for this?  If not, I will need to file an amended return.