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Level 2
June 15, 2026
Question

Michigan Pension Worksheet for surviving spouse with 1099-R Code 4 benefits

  • June 15, 2026
  • 0 replies
  • 16 views

ProSeries Basic

Michigan Tax Return – Pension Worksheet

The section below automatically answers question (a) as a NO – but the current tax year is “Married Filing Jointly” and one of the spouses passed away during the year. 

This question should be open and not forced as a “NO”