Cynthiad66
Expert Alumni

Retirement tax questions

Go back to the federal return and remove the Form 1099R for that income.  Then go to state and edit.  Review to see if the income was removed.  If so then return to Federal, Wages and Income, scroll down to Form 1099r then edit/add and re-enter to see if it translates property to the state.

 

Georgia allows taxpayers age 62-64 to exclude up to $35,000 or retirement income on their tax return. Taxpayers under age 62 and permanently disabled also qualify for the exclusion. Taxpayers age 65 or older can exclude up to $65,000 of their retirement income on their tax return.

 

@DJM 23

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