There are several factors that determine which worksheet on Form 4884 you should complete in order to calculate your pension benefits subtraction. Please answer the questions on the Michigan page, Which Section of Form 4884 Should I Complete? to determine which worksheet is applicable.
If you still believe your pension benefits subtraction are being calculated in the wrong worksheet, I would like to take a deeper look at your return. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
- Sign into your online account.
- Locate the Tax Tools on the left-hand side of the screen.
- A drop-down will appear. Select Tools
- On the pop-up screen, click on “Share my file with agent.”
- This will generate a message that a diagnostic file gets sanitized and transmitted to us.
- Please provide the Token Number that was generated in the response.
TurboTax Desktop/Download Versions:
- Open your return.
- Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
- This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
- Please provide the Token Number (including the dash) that was generated in the response.
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
If you send a token, please tag me in the message so that I will be notified.
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