| Government Form |
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|---|---|---|---|---|
| Worksheet | Section | Field | ||
| Filer's First Name, Middle Initial, And Last Name | General > Basic Data | General |
First name > Taxpayer Initial > Taxpayer Last name > Taxpayer Suffix > Taxpayer |
|
| Filer's Social Security Number | General > Basic Data | General | Social security number > Taxpayer | |
| Additions to Income | ||||
| 1 | Income > Interest | Interest (Detail) > (IRS 1099-INT) | Tax-exempt interest if State is not "MI" | |
| Income > Interest | Interest (Detail) > Tax-exempt Interest | State taxable - Override | ||
| Income > Dividends | Dividends (Detail) > IRS 1099-DIV | Exempt-interest dividends if State is not "MI" | ||
| Income > Dividends | Dividends (Detail) > Tax Exempt Interest | State taxable - Override | ||
| Income > Consolidated 1099 | Form 1099-DIV Dividend Income | Exempt-interest dividends | ||
| IF | ||||
| Income > Consolidated 1099 | Form 1099-DIV > General | State is not "MI" | ||
| Income > Consolidated 1099 | Form 1099-DIV Dividend Income | Tax-Exempt Interest > State taxable - Override | ||
| Income > Consolidated 1099 | Form 1099-INT Interest Income | Tax-exempt interest | ||
| IF | ||||
| Income > Consolidated 1099 | General | State is not "MI" | ||
| Income > Consolidated 1099 | Formm 1099-INT Interest Income | Tax Exempt Interest > State taxable - Override | ||
| Income >Sch E, p 2 Fiduciary Passthrough (K-1 1041) | Activity | Tax-exempt interest income - State taxable | ||
| Income >Sch E, p 2 Fiduciary Passthrough (K-1 1041) | Interest and Dividends | Amount if Type is "10" or "17" | ||
| Income >Sch E, p 2 Partnership Passthrough (K-1 1065) | Activity | Tax-exempt interest income - State taxable | ||
| Income > Sch E, p 2 Partnership Passthrough (K-1 1065) | Interest and Dividends | Amount if Type is "10" or "17" | ||
| Income > Sch E, p 2 S Corporation Passthrough (K-1 1120S) | Activity | Tax-exempt interest income - State taxable | ||
| Income > Sch E, p 2 S Corporation Passthrough (K-1 1120S) | Interest and Dividends | Amount if Type is "10" or "17" | ||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Additions | Gross interest and dividends from other states - Override | ||
| 2 |
Form 1040, Schedule A, Line 5a Schedule SE, Page 2, Line 13 |
|||
| Taxes > Other Taxes | Form 1040 Tax Adjustments | Schedule SE (Self-employments tax) | ||
| Deductions | Other Adjustments > Form 1040 Adjustments | Deduction for self-employment tax | ||
| 3 | Form MI-4797, Page 1, Line 18b, Michigan column | |||
| Form MI-1040D, Page 1, Line 12, Column G | ||||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Income |
Gain (loss) from MI-1040D – Override Gain (loss) from MI-4797 – Override |
||
| 4 | Profit or Loss from Business (Schedule C) | |||
| Rent and Royalty (Schedule E) | ||||
| Profit or Loss from Farming (Schedule F) | ||||
| Partnership Passthrough (Schedule E) | ||||
| S Corporation Passthrough (Schedule E) | ||||
| Fiduciary Passthrough (Schedule E) | ||||
| Large Partnership Passthrough (Schedule E) | ||||
| Schedule NR, Line 14, Column C | ||||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Income |
Income (losses) attributable to other states - Override Explanation of income (loss) attributable to other states - Override |
||
| 5 | Form MI-1040D, Page 1, Line 13, Column F | |||
| Form MI-4797, Page 1, Line 18b, Federal Column | ||||
| 6 | Michigan Income Tax (MI1040) > Income / Deductions | Additions | Oil and gas expensed deducted to arrive at AGI | |
| 7 | Calculated | |||
| 8 | Michigan Income Tax (MI1040) > Income / Deductions | Additions |
Refund received from termination of a MET contract Other Additions to Federal AGI |
|
| 9 | Calculated | |||
| Subtractions from Income | ||||
| 10 | Income/Deductions > Interest | Interest (Detail) | IRS 1099-INT > Interest on U.S. Savings Bonds and Treas. Obligations | |
| Income > Dividends | Dividends (Detail) | U.S. Bond Interest > Amount or % in box 1 on the IRS 1099-DIV section | ||
| Consolidated 1099 | Form 1099-DIV Dividend Income | U.S. bond interest amount or percent in Box 1a | ||
| Income > Consolidated 1099 | Form 1099-INT Interest Income | Interest on U.S. Savings Bonds and Treasury obligations | ||
| Income > Fiduciary Passthrough | Activity | Interest from U.S. bonds and obligations | ||
| Income > Fiduciary Passthrough | Interest and Dividends | Amount if Type is "2" or "15" | ||
| Income > Partnership Passthrough | Activity | Interest from U.S. bonds and obligations | ||
| Income > Partnership Passthrough | Interest and Dividends | Amount if Type is "2" or "15" | ||
| Income > S Corporation Passthrough | Activity | Interest from U.S. bonds and obligations | ||
| Income > S Corporation Passthrough | Interest and Dividends | Amount if Type is "2" or "15" | ||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | U.S. obligations - Override | ||
| 11 | Income > IRAs, Pensions and Annuities (Detail) | State | State code contains '4’ or ‘5’ | |
| 12 | Form MI-1040D, Page 1, Line 12, Column F | |||
| Form MI-4797, Page 1, Line 18b Federal Column | ||||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Income |
Gain (loss) from MI-1040D – Override Gain (loss) from MI-4797 – Override |
||
| 13 | Profit or Loss from Business (Schedule C) | |||
| Rent and Royalty (Schedule E) | ||||
| Profit or Loss from Farming (Schedule F) | ||||
| Partnership Passthrough (Schedule E) | ||||
| S Corporation Passthrough (Schedule E) | ||||
| Fiduciary Passthrough (Schedule E) | ||||
| Large Partnership Passthrough (Schedule E) | ||||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Income | Income (Losses) attributable to other states - Override | ||
| 14 | Form 1040, Line 6b | |||
| OR | ||||
| Income > Wages, Salaries and Tips (Detail) | IRS W-2 | Military is ‘X’ | ||
| Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Military pay – Override | ||
| 15 – Name of Zone | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Name of renaissance zone | |
| 15 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Income earned while a resident of a renaissance zone | |
| 16 | Income > Other Income | Refunds of State and Local Income Taxes |
State income tax refund Local income tax refund State income tax refund taxable - override Local income tax refund taxable - override |
|
| 17 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Education savings program | |
| 18 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Amount paid for a MET contract | |
| 19 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Oil and gas income gross income included in AGI | |
| 20 | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Tribal member income exempted under a State/Tribal tax agreement | |
| 21 | Calculated | |||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Net operating loss deduction attributable to Michigan - Override | ||
| Form Schedule R, Line 19 | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Subtractions |
Benefits from a discriminatory self-insured medical expense reimbursement plan Other Subtractions |
||
| 22A | General > Basic Data | General | Date of birth > Taxpayer | |
| 22B | Calculated based on: | |||
| General > Basic Data | General | Date of birth > Taxpayer | ||
| 22C | Michigan Income Tax (MI1040) > General | Basic Data | Code for SSA exempt contains code "1" or "3" | |
| 22D | Michigan Income Tax (MI1040) > General | Basic Data | Born after 1953, retired as of 1/1/2013, and received SSA exempt retirement benefits | |
| 22E | General > Basic Data | General | Date of birth > Spouse | |
| 22F | Calculated based on: | |||
| General > Basic Data | General | Date of birth > Spouse | ||
| 22G | Michigan Income Tax (MI1040) > General | Basic Data | Code for SSA exempt contains code "2" or "3" | |
| 22H | Michigan Income Tax (MI1040) > General | Basic Data | Born after 1953, retired as of 1/1/2013, and received SSA exempt retirement benefits | |
| 23 | Calculated based on: | |||
| General > Basic Data | General | Date of birth - Taxpayer | ||
| General > Basic Data | General | Date of birth - Spouse | ||
| 24 | Calculated based on: | |||
| General > Basic Data | General | Date of birth - Taxpayer | ||
| General > Basic Data | General | Date of birth - Spouse | ||
| 25 | Form MI-4884, Line 15, 27, 28 or 29 | |||
| 26 | Income/Deductions > Interest | Interest (Detail) | IRS 1099-INT > Interest income | |
| Income > Dividends | Dividends (Detail) | IRS 1099-DIV > Total ordinary dividends | ||
| Income > Consolidated 1099 | Form 1099-DIV Dividend Income | Total ordinary dividends | ||
| Income > Consolidated 1099 | Form 1099-INT Interest Income | Interest income | ||
| Form MI-1040D, Page 1, Line 12 | ||||
| Income > Partnership Passthrough | Activity |
Interest Ordinary dividends Net short term capital gain (loss) Net long term capital gain (loss) (entire year) |
||
| Income > Partnership Passthrough | Interest and Dividends | Amount | ||
| Income > Fiduciary Passthrough | Activity |
Interest Ordinary dividends Net short-term capital gains Net long-term capital gains |
||
| Income > Fiduciary Passthrough | Interest and Dividends | Amount | ||
| OR | ||||
| Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Dividend/interest/capital gains deduction for senior citizens – Override | ||
| 26 - Unremarried Surviving Spouse | Michigan Income Tax (MI1040) > Income / Deductions | Subtractions | Unremarried surviving spouse claiming dividend/interest/capital gains deduction for someone born before 1946 | |
| 27 | Reserved | |||
| 28 | Michigan Income Tax (MI 1040) > Income / Deductions | Subtractions | Net operating loss deduction attributable to Michigan | |
| 29 | Calculated | |||
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