Is a Michigan Public School Ret System a qualified government pension?

[SabrinaD2]

Yes, the Michigan Public School Employees' Retirement System (MPSERS) is a qualified government pension plan.

For more details, you can visit the Michigan Office of Retirement Services website

[KenSailor]

The 1099-R we got from Michigan Public School Ret System does not have the Box 7 IRA/SEP/SIMPLE checked.  Do I still answer YES in turbotax when asked if this is qualified? If it matters we are both over 62 in 2025.

[JamesG1]

You may.  Michigan Public School Retirement System should not report IRA/SEP/SIMPLE checked.

The TaxBook states:

Qualifying public benefits include distributions from the following sources:

• The state of Michigan,
• Michigan local governmental units (Michigan counties, cities and school districts),
• Federal civil service.

@KenSailor