TurboTax FAQ
TurboTax FAQ

Michigan 2013: Private Pension Deceased Spouse

In Michigan, private pensions from a deceased spouse may be excludable from income if that spouse was born between the years of 1946 and 1952.

Certain Michigan customers, who received pension benefits from a deceased spouse, may have filed an incorrect Michigan tax return.

TurboTax 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 March 20, 2014 AND
  • Your federal filing status was Single AND
  • You received a 1099-R with a Code 4 in Box 7 from your deceased spouse’s private pension AND
  • That spouse was born between 1946 and 1952 AND
  • That amount was not included on Michigan Schedule 1, Line 25

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 Private Pension Deceased Spouse.