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Scenario 4

Scenario 4

Atticus and Marilea

  • Filing Joint
  • Atticus was born on December 9, 1958 and received private retirement and pension benefits of $45,000.
  • Marilea was born in 1961 and received a public retirement and pension benefit of $28,000.
     

     
Step 1 - Complete "Which Section of Form 4884 SHOULD I COMPLETE"

Atticus and Marilea refer to the Form 4884 instructions in the MI-1040 Booklet and answer the questionnaire as follows:

  • Question 1 - Yes
  • Question 2 - No
  • Question 3 - Married filing jointly and identify Atticus as the key person.
  • Question 4 - 1957, as Atticus is the key person.
  • Question 5 - No
  • Question 6 - No
  • Question 7 - No
  • Question 8 - No and they are instructed to complete Section D of Form 4884.
Step 2 - Complete Form 4884 with Section D

Atticus and Marilea are entitled to a retirement and pension benefit subtraction of $30,759 under Section D of Form 4884. They proceed to complete Form 4884 along with Section D.

Step 3 - Carry to Schedule 1

Atticus and Marilea carry the amount from Form 4884, line 19 to Schedule 1, line 27.