| Government Form |
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Filer's Name | General > Basic Data | General |
First name > Taxpayer Initial > Taxpayer Last name > Taxpayer Suffix > Taxpayer |
|
| Filer's SSN | General > Basic Data | General | Social security number > Taxpayer | |
| Spouse's Name | General > Basic Data | General |
First name > Spouse Initial > Spouse Last name > Spouse Suffix > Spouse |
|
| Spouse's SSN | General > Basic Data | General | Social security number > Spouse | |
| 4 | General > Basic Data | General | Date of birth > Taxpayer | |
| 5 | General > Basic Data | General | Date of birth > Spouse | |
| 6 | Michigan Income Tax (MI1040) > Inomce / Deductions | Subtrations | Born after 1953, retired as of 1/1/2013, and received SSA exempt retirement benefits | |
| 7 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Deceased spouse's name | |
| 7b | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Deceased spouse's SSN | |
| 7c | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Deceased spouse's year of birth | |
| 7d | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Elect to use the pension benefit subtraction based on older deceased spouse | |
| 8, Col A | Income > IRAs, Pensions and Annuities | IRS 1099-R | Public retirement | |
| Taxes > Retirement Plan Taxes | Early Distributions | Public retirement | ||
| 8, Col B | Income > IRAs, Pensions and Annuities (Detail) | State | State use code is 17 | |
| Taxes > Retirement Plan Taxes | Early Distributions | State use code is 17 | ||
| 8, Col C | Income > IRAs, Pensions and Annuities (Detail) | IRS 1099-R | Payers FEIN | |
| Taxes > Retirement Plan Taxes | Early Distributions | Payers federal ID number | ||
| 8, Col D | Income > IRAs, Pensions and Annuities (Detail) | IRS 1099-R | Distribution code | |
| Taxes > Retirement Plan Taxes | Early Distributions | Distribution code | ||
| 8, Col E | Income > IRAs, Pensions and Annuities (Detail) | IRS 1099-R | Name of payer | |
| Taxes > Retirement Plan Taxes | Early Distributions | Name of payer | ||
| Michigan Income Tax (MI1040) > Credits | Other Credits | Name of payer of pensions and annuities | ||
| 8, Col F | Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs | Taxable amount | |
| Taxes > Retirement Plan Taxes | Early Distributions | Taxable distribution | ||
| Check this box and complete Michigan Pension Continuation Schedule | Calculated | |||
| Section A | ||||
| 8 | Calculated | |||
| 9 | Calculated | |||
| 10 | Calculated | |||
| 11 | Calculated | |||
| 12 | Calculated | |||
| 13 | Calculated | |||
| 14 | Calculated | |||
| 15 | Calculated | |||
| 16 | Calculated | |||
| Section B | ||||
| 17 | Calculated | |||
| 18 | Calculated | |||
| 19 | Calculated | |||
| 20 | Calculated | |||
| 21 | Calculated | |||
| 22 | Calculated | |||
| 23 | Calculated | |||
| 24 | Calculated | |||
| 25 | Calculated | |||
| 26 | Calculated | |||
| 27 | Calculated | |||
| Part C | ||||
| 28 |
Calculated |
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| Part D | ||||
| 29 | Calculated | |||
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