Skip to main content
Who Should Use The Retirement & Pension Estimator?

Who Should Use The Retirement & Pension Estimator?

What the Estimator Does For You

Helps you determine which deduction(s) or subtraction you are eligible for and offers the greatest benefit between:

  • Retirement subtraction
  • Michigan Standard Deduction
  • Dividend/Interest/Capital Gains Deduction

Who Shouldn't Use This Estimator

Do not use this estimator if any of the following circumstances are true.

The taxpayer is:

  • Single, born in 1961, and passed in 2023 before turning 62.
  • Single, born in 1956, and passed in 2023 before turning 67.
  • A surviving spouse who is younger than their deceased spouse and the deceased spouse was born in 1961 and passed in 2023 before turning 62.
  • A surviving spouse who is younger than their deceased spouse and the deceased spouse was born in 1956 and passed in 2023 before turning 67.
  • A part-year resident or a nonresident.
For any of these situations, please consult with a qualified tax professional or use the Which Section of Form 4884 Should I Complete? questionnaire..

Almost There...

Results are as accurate as the information you enter. The tool is meant as a guide only.