Received a Letter of Adjustment from Michigan Department of Treasury. They zeroed out my 2025 form 4884 retirement and pension benefits subtraction. The letter provided no reason for the adjustment, just the adjustment to zero and the following collator adjustments due to that change, zeroing out our refund and ending with a balance due.
I have completely reviewed my 2025 Michigan Income Tax Return and found no errors.
Curious if anyone knows the reason for this adjustment or if this is happening to many people from Michigan.
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Similar issue where pension income from deceased spouse was removed from subtractions, income recalculated and refund reduced. I think my issue was because the deceased spouse name, DOB, SSN, etc was not included on the worksheet or 4884. Still investigating...
Oh that worries me because I will be filing MI 4884 soon.
For comparison you could use the Michigan Department of Treasury websites " 2025 Retirement and Pension Estimator" as a double check. You don't have to put in your actual birthday but you want the birth year correct.
In my case it matches turbo tax. If yours matches turbo tax that would be good backup to have if the letter gives you a way to respond to their change.
I just got off the phone with the Michigan Treasury as I had the same issue. I have to resubmit my Form 4884 to include the Part 2: Deceased Spouse Information.
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