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Level 4
posted May 29, 2024 12:25:58 PM

Georgia Notice of Proposed Assessment TY 2023

I am a full time resident of GA and we are both over 65.  I completed my taxes using TT Deluxe and my GA return indicated a $-17,000 taxable income.  This is due to the very generous retirement income exclusion in the state. 

 

Yesterday I received a "Notice of Proposed Assessment" indicating I owed $2,499 + tax and penalty for unpaid taxes.  After several tries to contact DOR, I was able to speak with someone.  They are swamped with calls so be prepared for a long wait.  I chose the option to have them return my call and keep my place in the cue.  It was about an hour later I received a call back.   There is a software "glitch" that is not allowing for the retirement income exclusion.  The issue was quickly resolved after being put on hold for a short time, they reran our return and there is no tax liability. 

 

I am posting to make other Georgia retirees aware of this should they also receive the notice.  The phone number to contact them is listed on the notice - [phone number removed]. 

 

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1 Replies
Employee Tax Expert
May 29, 2024 12:56:25 PM

Great information and thank YOU for making the TurboTax community aware of this .