INCOME AND DEDUCTIBLE ITEMS, SUMMARY CHART

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1 ICOME AD DEDUCTIBLE ITEMS, SUMMAR CHART otes: = ot included = Included = Adjusted Gross = Total Household Resources = Household (2011 and prior years only) Items Alimony received Awards, prizes (in excess of $300 for and ) Bingo: First $300 In excess of $300 Bonuses Business (Schedule C) income or loss: In (except oil and gas subject to severance tax) From another state and/or net income from oil and gas subject to severance tax * * Capital gains: 100% taxable ote: Individuals born before 1946 may subtract dividends, interest, and capital gains included in. The maximum deduction must be reduced by the pension subtraction. Allowable deduction is the smaller of the calculation or actual total dividends, interest, and capital gains. This subtraction is adjusted by the percentage increase in the U.S. Consumer Price Index for the preceding calendar year. See MI-1040 instruction booklet for the year being reviewed. Gains on sale of principal residence Casualty loss reimbursement in excess of loss of property. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

2 Child support payments: Items Payer Receiver Chore service payments: Provider of service Receiver of service Commissions Compensation for personal services rendered Damages for personal injury or sickness Deferred compensation Director s fees Disability income (limited) Policeman and Fireman On-Duty J-Days Dividends received (see ote under Capital gains ) Educational expenses paid by employer Employee business expenses: cash allowance or reimbursement Energy assistance grants or tax credit Estates or trusts income or loss * FIP benefits (see Public assistance... ) Farm income or loss from: Another state * * Farm portion of homestead property tax credit Farmland preservation tax credits Foreign earned income exclusion Foster care payments. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

3 Gambling: Items Winnings (in excess of $300 for and ) Losses: o Professional gamblers (As allowed on federal Sch C) o All others * Gifts - cash: First $300 Excess over $300 Government grant for home repair or improvement Government payments made directly to educational institutions or housing projects Health, life (unless benefits exceed $50,000), and accident insurance premiums paid by employer Homestead property tax credits Housing allowance for clergy Inheritance bequest or devise from: on-spouse Spouse Interest received on: Banking, savings and loan assoc., etc., accounts Insurance dividends Land contracts Money market and savings certificates Municipal bonds issued by another state Municipal bonds issued by Tax refunds U.S. Obligations (only specific agencies exempt) Interest taxable to (see ote under Capital gains ). Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

4 Items Life insurance proceeds paid to: on-spouse Spouse Life insurance - cash in amount in excess of premiums Living expenses of claimant paid by another person Loans received or paid Long-term disability payments received (if all or part of premium paid by employer) Lottery: 100% taxable (in excess of $300 for and ) Installment winners of lottery who won prior to Lump sum distribution included in 10-year averaging (for individuals born before 1936) Medicare payments Military wages or retirements Combat pay not excluded from taxable on federal return Combat pay excluded from taxable on federal return Moving expenses, reimbursement: Moving into Moving out of et operating loss deduction Partnership income or loss: In (except net income from oil and gas subject to severance tax) From another state and/or net income from oil and gas subject to severance tax * *. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

5 Items Pension and retirement benefits for persons born after 1945 See note Private pensions (e.g., qualified annuity plans) up to amount allowed as subtraction for claimed year for persons born before 1946 Private pensions or qualified annuity plans in excess of amount allowed as subtraction for claimed year for persons born before 1946 Public Pensions (federal, state, or municipal governments) for persons born before 1946 View more pension information Public assistance payments from DHS below ** FIP paid to grandparents for care of grandchildren FIP paid to parents for children Public health officer s income: resident onresident Railroad sick pay Railroad Tier 1 retirement benefits: amount for persons born before 1946 ontaxable portion ote: Beginning in 2012 retirement subtractions for persons born after 1945 will be limited based on the year of birth of the oldest spouse. See Pension & Retirement Benefits 2012 for more information. Railroad Tier 2 retirement benefits for persons born before 1946 Railroad unemployment benefits Refunds state and local income tax Relief in kind. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

6 Items Rents and royalties income or loss: In (except net income from oil and gas royalties subject to severance tax) From another state and/or net income from oil and gas royalties subject to severance tax *** *** Retirement benefits (see Private and Public pensions... ) S corporation business activity: In (except net income from oil and gas subject to severance tax) In another state and/or net income from oil and gas subject to severance tax * * Scholarship, stipends, education grants, GI bill benefits ote: Scholarship must be received and used for qualified tuition and related expenses such as fees, books, supplies, and equipment required for courses of instruction at a qualified organization. Scholarships or grants received and used for nonqualified expenses that are included in federal such as room and board Severance pay Sick pay Social Security benefits: amount ontaxable portion Stipends received for benefit of grantor (interns, resident doctors) Strike pay Supplemental gain (Form 4797) Supplemental unemployment benefits Surplus foods Unemployment compensation. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

7 Items Unemployment compensation from railroad Vacation allowance Veterans Administration benefits Wages, salaries, tips Workers Compensation. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

8 Deductible Items Alimony paid Capital losses: Short-term, maximum $3,000 (/, maximum $3,000) Long-term, maximum $3,000 (/, maximum $3,000) Casualty Loss: Claimed as itemized deduction Claimed as business deduction Claim of Right (repayment of items previously included in income) taken as: Itemized deduction (taken as credit) Federal tax credit (taken as credit) Deduction reflected in Health and accident insurance paid by taxpayer for self and family (not including pre-tax payroll deductions) IRA or Keogh, (payments to) Moving Expenses: Moving to Moving out of Penalty on early withdrawal of savings Self-employment tax deduction Venture Capital deduction. Business losses and OL deductions are allowed in household income. (See MI-1040CR-5 instructions.)

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