Scammers are contacting taxpayers while pretending to be from the Michigan Department of Treasury, using out‑of‑state phone numbers. They may request payments or attempt to trick you into providing your bank account information. Always verify the source before sharing any personal or financial details.
Scenario 3
Scenario 3
Mark and Nancy
- Filing Joint
- Mark was born in 1963, and received private retirement and pension benefits of $25,000.
- Nancy was born in 1964 and received $35,000 in surviving spouse retirement and pension benefits from her late husband Eduardo’s private pension.
- Eduardo, Nancy's deceased husband, was born in 1944 and died in 2008.
Step 1 - Complete "Which Section of Form 4884 SHOULD I COMPLETE"
Mark and Nancy 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 Mark as the key person. Eduardo, Nancy’s deceased spouse, may not be the key person as Nancy has remarried since his death.
- Question 4 – 1963, as Mark is the key person.
- Question 5 - No
- Question 6 - No
- Question 7 - No
- Question 8 - No, and they are instructed to not file Form 4884 as they are not eligible for a retirement and pension benefit subtraction.