Form 4884 - Michigan Pension Schedule - 2016 Page 2
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22016 Form 4884, Page 2 of 2
Filer’s Full Social Security Number (Example: 123-45-6789)
PART 3: To determine which section below to complete, review the questionnaire: “Which Section of Form 4884
Should I Complete?” on page 16 of the MI-1040 book. Complete only one of the sections below.
SECTION A:
8.
Enter $49,861 if single or $99,723 if filing jointly. Reduce this amount by any military or railroad
8.
00
retirement benefits from Schedule 1, line 11. ..................................................................................
9.
Enter total public retirement and pension benefits (including public benefits received from a
9.
00
deceased spouse if deceased spouse was born prior to January 1, 1946 and died prior to 2016) .
10.
10.
00
Subtotal. Subtract line 9 from line 8. If line 9 is more than line 8, enter “0” ......................................
11.
Enter total private retirement and pension benefits (including private benefits received from a
11.
00
deceased spouse if deceased spouse was born prior to January 1, 1946 and died prior to 2016) .
If deceased spouse was born between January 1,1946 and December 31, 1952 and died prior
12.
to 2016, enter deceased spouse retirement and pension benefits (maximum $20,000 if single or
12.
00
$40,000 if filing jointly). .....................................................................................................................
13.
13.
00
Add lines 11 and 12. .........................................................................................................................
14.
14.
00
Enter the smaller of lines 10 or 13 ....................................................................................................
15.
Total Retirement and Pension Benefits Subtraction. Add lines 9 and 14. Carry this amount to
15.
00
Schedule 1, line 25. ..........................................................................................................................
SECTION B:
16.
Enter $49,861 if single or $99,723 if filing jointly. Reduce this amount by any military or railroad
retirement benefits from Schedule 1, line 11 ...................................................................................
16.
00
17.
17.
00
Enter public benefits received from a deceased spouse who died prior to 2016 ............................
18.
18.
00
Subtotal. Subtract line 17 from line 16. If line 17 is more than line 16, enter “0” .............................
19.
Enter private benefits received from a deceased spouse who died prior to 2016 ...........................
19.
00
20.
20.
00
Enter the smaller of lines 18 or 19 ....................................................................................................
21.
21.
Add lines 17 and 20..........................................................................................................................
00
22.
22.
00
Enter total filer and spouse retirement and pension benefits ...........................................................
23.
Maximum Allowable Pension Deduction. Enter $20,000 if single or $40,000 if filing jointly. If you
23.
00
checked box 23C or 23F on Schedule 1, see instructions ...............................................................
24.
24.
00
Subtract line 21 from line 23. If line 21 is more than line 23, enter “0” .............................................
25.
25.
00
Enter the smaller of lines 22 or 24....................................................................................................
26.
Total Retirement and Pension Benefits Subtraction. Add lines 21 and 25. Carry this amount to
26.
Schedule 1, line 25 ...........................................................................................................................
00
SECTION C:
27.
Total Retirement and Pension Benefits Subtraction. Enter total retirement and pension
benefits, including benefits received from a deceased spouse who died prior to 2016 (maximum
$20,000 if single or $40,000 if filing jointly). If you checked box 23C and/or 23F on Schedule 1
or have military or railroad retirement benefits reported on Schedule 1, line 11, see instructions.
27.
00
Carry this amount to Schedule 1, line 25. ........................................................................................
SECTION D:
Total Retirement and Pension Benefits Subtraction. If you checked box 23C and/or 23F on
28.
Schedule 1 and the older of you or your spouse was born on or after January 1, 1953 but before
January 2, 1955, enter retirement and pension benefits you received, up to $15,000 per eligible
taxpayer. If you have military or railroad retirement benefits reported on Schedule 1, line 11, see
28.
00
instructions. Carry this amount to Schedule 1, line 25 ......................................................................
+
0000 2016 04 02 27 7
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