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Level 2
March 31, 2026
Question

State of Michigan Rejecting Pension Deductions for widows

  • March 31, 2026
  • 1 reply
  • 3 views

Good Morning.

Primary situation is when a spouse with a government pension dies and the widow who has filed the same way for years is now getting a notice that she is ineligible.

Have yet to get someone from the State on the line.

Thinking this morning that perhaps Proseries software has a glitch?

Other preparers in the area are not experiencing the problem.

Help!

1 reply

IntuitAmyC2
Level 4
April 6, 2026

Check Form 4884, Part 2:  Ensure the deceased spouse’s DOB and SSN are present. If they aren't, the State's system won't "see" the eligibility inherited from the spouse.

 

Respond to the Notice via Michigan Treasury Online (MTO): Instead of calling, use the Michigan Treasury Online Guest Filing or Discovery portal to upload a copy of the 1099-R and a corrected Form 4884.