4973: Pension Continuation Schedule (2024)
Michigan · Michigan Treasury · Used for tax years 2024
Michigan Form 4973 is the 2024 Pension Continuation Schedule, a continuation of Form 4884, Part 3, line 8. It lists additional retirement and pension benefits for the filer and spouse if filing jointly, including payer information, distribution codes, and pension amounts included
Who files this form
Complete the 2024 Michigan Pension Continuation Schedule (Form 4973) if you have income from more than eight retirement and pension benefits. It continues Part 3, line 8 of the Michigan Pension Schedule (Form 4884).
List additional benefits for yourself and, if filing jointly, your spouse, including benefits from a deceased spouse.
What you'll need
You must include these completed forms when filing Form 4973:
- MI-1040
- Schedule 1
- Michigan Pension Schedule (Form 4884)
Have your Form 1099-R information available for each payer’s federal employer identification number (FEIN). Form 4973 also asks for payer names, distribution codes, pension amounts included in adjusted gross income (AGI), and the filer’s and spouse’s full Social Security numbers, as applicable.
How to file
- Type or print in blue or black ink.
- Enter your name and full Social Security number. For a joint return, also enter your spouse’s name and full Social Security number.
- On line 4, list the additional retirement and pension benefits. Enter the payer’s FEIN from Form 1099-R, payer name, distribution code, and pension amount included in AGI. Use the marked columns to identify deceased-spouse benefits and private or public benefits, as applicable.
- Include completed Forms MI-1040 and 4884 and Schedule 1 when filing Form 4973.
The form does not provide a mailing address or e-filing directions.
Common mistakes
- Do not enter Social Security, military, or railroad retirement benefits on this form. The form directs you to Schedule 1 for those benefits.
- Do not omit the completed MI-1040, Schedule 1, or Form 4884 when filing Form 4973.
- If completing the form by hand, use blue or black ink.
Questions people ask
When do I need Form 4973?
Complete it if you have income from more than eight retirement and pension benefits.
Does Form 4973 replace Form 4884?
No. It continues Form 4884, Part 3, line 8. You must include a completed Form 4884 when filing it.
Should I list benefits from a deceased spouse?
Yes. Line 4 calls for all additional benefits that apply, including benefits from a deceased spouse.
Should I enter Social Security, military, or railroad retirement benefits here?
No. The form says not to enter those benefits here and refers you to Schedule 1.
Where do I find the payer’s FEIN?
Use the payer’s FEIN from Form 1099-R.