Scammers are contacting taxpayers while pretending to be from the Michigan Department of Treasury, using out‑of‑state phone numbers. They may request payments or attempt to trick you into providing your bank account information. Always verify the source before sharing any personal or financial details.
What documentation should I submit if I am claiming a deduction, but I am not the account holder?
What documentation should I submit if I am claiming a deduction, but I am not the account holder?
A taxpayer who is claiming a deduction and who is not the account holder for the account(s) must provide:
- Account statements to show the contribution(s) they made
- Account statements showing the qualified withdrawal(s), if any