Question
State of MI Death Benefits Help
Clients are getting letters from the state of Michigan to adjust retirement income who have had 1099-R with code 4. In ProSeries the MI calculation is excluding all of the benefits as surviving spouse benefits, even when boxes are not checked and 4884 is not filled out. Some of the benefits are from parents or nephews so MI is sending out letters to correct the mistake. How do I fix this in ProSeries so the income is taxable?
