4973: Retirement and Pension Continuation Schedule (2025)
Michigan · Michigan Treasury · Used for tax years 2025
Form 4973 is a continuation of the 2025 Michigan Retirement and Pension Schedule (Form 4884), Part 3, line 8. It lists additional retirement and pension benefits, including payer information and amounts included in adjusted gross income.
Who files this form
Complete the 2025 Michigan Form 4973 if you have income from more than eight retirement or pension benefits. It continues Part 3, line 8 of the Michigan Retirement and 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
When filing Form 4973, you must also include completed copies of:
- MI-1040
- Schedule 1
- Form 4884
Have your Form 1099-R information available for the payer’s federal employer identification number (FEIN). You will also need the distribution code, payer name, and retirement or pension amount included in adjusted gross income (AGI) for each additional benefit.
Enter your full name and Social Security number, plus your spouse’s information if filing jointly.
How to file
- Type or print in blue or black ink.
- Enter your name and full Social Security number. Include your spouse’s information for a joint return.
- On line 4, list all additional retirement and pension benefits that apply. Mark whether each benefit is private or public and whether it is from a deceased spouse.
- Enter the payer FEIN from Form 1099-R, distribution code, payer name, and amount included in AGI.
- Include a completed MI-1040, Schedule 1, and Form 4884 when filing this form.
The supplied form does not give a mailing address or e-file instructions.
Common mistakes
- Do not enter Social Security, military, or railroad retirement or pension benefits on this form. The form directs you to Schedule 1 for those benefits.
- Do not leave out additional benefits from a deceased spouse.
- Do not file this form without a completed MI-1040, Schedule 1, and Form 4884.
- If completing the form by hand, use blue or black ink.
Questions people ask
How does Form 4973 relate to Form 4884?
Form 4973 continues Part 3, line 8 of Form 4884. Complete it if you have income from more than eight retirement or pension benefits.
Should I include my spouse’s benefits?
Yes, if filing jointly. List all additional benefits that apply to you and your spouse, including benefits from a deceased spouse.
Where do I find the payer’s FEIN?
The form identifies Form 1099-R as the source for the payer’s FEIN.
Do I enter Social Security benefits here?
No. Do not enter Social Security, military, or railroad retirement or pension benefits on Form 4973. The form refers you to Schedule 1.