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New Member
posted Feb 20, 2020 11:42:43 AM

My Michigan tax is missing Pension Schedule form 4884 and I don't know why

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3 Replies
Expert Alumni
Feb 20, 2020 12:24:15 PM

Please go through the steps in the following link, State of Michigan return. Form 4884

 

Please see the State of Michigan Instructions starting on page 19 for Form 4884, Pension Schedule. There are several example scenarios for what pension income would be excluded

 

@PatriciaR- thanks!

New Member
Sep 27, 2020 6:43:06 AM

My Mom has a pension from Corning, she paid 227.00 MI state. Received a letter stating she owes another $325.00 due to form 4884 not being filled out. (N) was selected and everything calculated correctly. Not understanding why TurboTax is wrong? Please help!

New Member
Feb 4, 2021 10:13:05 AM

Michigan Pension deductions are done a a tier basis, if filer and spouse were born after 1945 and before Dec 31 1952  form 4884 is not completed. Tier 2 gets a standard deduction against all income, $20,000 or $40,000 depending on filing status, Born after 1952 is Tier 3 and basically all is taxable.