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Level 2
April 22, 2026
Question

ProSeries Error? MI is sending letters and adjusting MI retirement death benefits. There is no error on PS & its auto not taxed. Upset clients have letters correcting.

  • April 22, 2026
  • 1 reply
  • 0 views
A client with a benefit from a nephew now owes more and is getting penalized. Her pension was not selected as Spouse but ProSeries gave a refund like she was one. MI letter corrected this and she is upset it wasn't caught.

1 reply

sjrcpa
Level 15
April 22, 2026

Michigan Pension Deduction Worksheet Form 4884 mis-calculation - Intuit Accountants Community 

Maybe a ProSeries error but you are the Preparer and did not catch it.

The more I know the more I don’t know.
IRonMaN
Level 15
April 22, 2026

When the software screws up and the preparer doesn't catch it, the problem falls into the lap of the preparer.  They owed the tax whether the return was done correctly or not, but most preparers will cover the penalties and interest.  Lesson learned - the software helps a preparer, but the preparer still has to review the return to make sure the software knows what it is doing.

Slava Ukraini!