TurboTax FAQ
TurboTax FAQ
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Michigan 2013: SSA Exempt Pension

In Michigan, new for 2013, taxpayers receiving retirement benefits from employment with a government entity not covered under the SSA may take an increased deduction for retirement benefits.

Certain Michigan customers, who were SSA exempt and received retirement benefits, 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 March 20, 2014 AND
  • You filed a Married Filing Joint return AND
  • You are not Social Security Exempt (SSA Exempt) AND
  • You indicated that your spouse is Social Security Exempt (SSA Exempt) AND
  • Your and/or your spouse received a 1099-R(s) with a pension amount greater than $40,000 AND
  • The amount on Michigan Schedule 1, Line 25 is not more than $40,000.

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 Michigan 2013: SSA Exempt Pension.