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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.
March 8, 2025
7:21 AM