wromatz
New Member

I'm 63 and TT is incorrectly deducting my pension and a Roth Conversion (both 1099-R) from my state taxable income using Form 4884. Why is this and how do I correct it?

I noticed that TurboTax did not apply this deduction on my 2023 taxes but did for 2024. According to the Form 4884 instructions, I am not old enough to deduct my pension and IRA distributions from my taxable income on my Michigan state tax return.