Michigan 2013: Pension Exclusion
In Michigan, when filing a joint tax return, the eligibility for deducting retirement benefits uses the age of the older spouse.
Certain Michigan customers, who filed a joint return and received retirement benefits in 2013, may have filed an incorrect Michigan tax return.
How to tell if you may be impactedTurboTax has fixed this issue.
How to tell if you may be impacted
You may be affected if all of the following apply to you:
- You filed your Michigan state tax return prior to February 11, 2014 AND
- Your filing status was married filing jointly AND
- One of you was born prior to 1946 while the other was born after 1952 AND
- Both you and your spouse received taxable pension from government or private sources
If you are affected, you may have overpaid your Michigan tax. You may need to amend your Michigan return.
To amend your return:
- Follow these step-by-step instructions.
- After you make the changes to your tax return, you will need to mail a copy of your amended state return.
- Your printed return will include instructions on how and where to mail it.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the MI 2013: Pension Exclusion.