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April 11, 2020
Question

Michigan Form 4884 - Government pension (Type G) not being subtracted from MI income even though it qualifies.

  • April 11, 2020
  • 4 replies
  • 0 views

Michigan Form 4884 - Government pension (Type G) that does qualify to be subtracted from Michigan income does not show up on Form 4884. It does show up correctly on Pension Deduction Worksheet.

4 replies

KathrynG3
April 12, 2020

Yes, you are correct. It depends on your circumstances whether a value will populate on Form 4884.

 

Regarding Code G: (Qualified government or public pension)
You can subtract certain government or public pension distributions from your Michigan income. These include:
 - Federal civil service
 - Michigan state and local government retirement
 - Tier 2 railroad retirement

 

Regarding Form 4884, See 2019 MI-1040 Individual Income Tax Book page 19, column two regarding which section of Form 4884 should be completed.

If the older of filer or spouse is born during January 1, 1946 and December 31, 1952, then Form 4884 is not included. The details are included on Schedule 1, line 23. 

 

@glg539

January 26, 2021

The program informs me that form 4884 will be ready soon and won't let me proceed. My friend received her book in the mail from the state of Michigan and the form 4884 was in it already approved and ready to use.

 

WHAT is going on here?????

 

please notify me immediately at [email address removed].

 

thank you

Judy 

AmyC
Employee
January 26, 2021

The state of MI sent the book with the expected final draft. If you look at the state website, you will see the 2020 form is not yet published. Please see State form availability. It shows form 4884 is expected to be available on January 28. Once the state approves the form, we will install it quickly. TurboTax will not file a form until it is actually approved, for your protection.

 

@jksnow7237sbcglobal

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March 4, 2021

I having the same problem!   Did you get a response?

March 4, 2021

All I’ve gotten is “our team is working on it really hard, but there’s no date given, blah blah blah”....so frustrating, especially considering it’s probably one of the easiest tax forms to do. I mean, the worksheet is about as straight-forward as can be. But, seems like the only work around is to e-file federal, and hold off on your states until they figure it out. 

March 24, 2022

2021 Deluxe doesn't have the  Michigan form 4884 - why

March 29, 2022

If the older of filer or spouse is born during January 1, 1946 and December 31, 1952, then Form 4884 is not included. The details are included on Schedule 1, line 23. 

 

If this doesn't apply, you will want to verify your selection in the Retirement and Pension Benefits section of your Michigan State tax return.  Your selection for the Type of retirement and pension benefit is what allows the subtraction from Form 4884 to occur.  If you choose Type N, other income subject to Michigan Tax was designated it will not calculate the subtraction

 

 If your pension is eligible to be subtracted from taxable income pursuant to the MI state income tax guidelines, you would need to choose the applicable type (M, R, G, P or C) .

 

 Here are the steps to verify and/or change your choice for the Type of Retirement and Pension Benefits in Michigan:

 

·         Sign into your account and click Take me to my return

·         Click on State (in left menu column) and select Continue

·         Select Edit next to Michigan under Status of your state returns

·         Select Edit next to your Retirement Income

·         Select Revisit next to Retirement Income and Pension Deduction

·         Select Edit next to the Retirement form under Retirement Income and Pension Summary

·         Verify and/or change your choice next to Type

 

 


 

 

 

 

 

 

 


 

January 30, 2024

Turbotax doesn't seem to have the updated 2023 Michigan 4884 Form. Public Safety pension are not subject to income tax in 2023 but Turbotax is continuing to tax them.

 

Any status on an update for this? (6a)

 

https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-IIT-Forms/4884.pdf

AmyC
Employee
January 30, 2024

Yes. Please check forms availability here. Select online, Windows, or Macintosh from the drop down menu. Whenever the federal and states change a form, we have to as well. This happens throughout tax season.

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February 1, 2024

Still not functional. Form 4884, Part 1 Question 6a is a pension deduction for:

 

Check here if you received qualified retirement benefits earned from service by a fire, police, or county corrections retiree (see instructions to determine if you qualify).

 

Turbotax State of Michigan does not have this option. Not having this option taxes your pension when legally it is not taxed. This is a major flaw that can cost someone thousands of dollars.