Michigan Tax

Ducky53 · ‎February 13, 2021

I retired on 31 July 2020. The block on the Michigan tax return shows me retired as of 1 Jan 2013. I was retired from the military then but was still working full-time. How do I get that box unchecked. Also, the income exclusions for Michigan exceeded my total income for the year. What did I miss.

KathrynG3 · ‎February 15, 2021

Since the first retirement date was earlier, and particularly if retirement funds were used since 1 Jan 2013, the new retirement date would not accurately reflect the retirement period from the military.

In general, the taxability of pensions in Michigan is tied to the type of retirement and the age of the recipient.

Secondly, the number of exemptions will be based on your filing status and also on your status as qualifying for additional special exemptions.

To check what was entered for your retirement, follow these steps:

Go to the left menu and select Federal which will open to your Wages & Income.
Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and Review.

Thank you for your service to our country.