IreneS
Intuit Alumni

Retirement tax questions

No -  You do NOT have to submit a 1099-R to GA.  Any necessary information flows from your federal return.

Georgia excludes retirement income up to $65,000 if the taxpayer is 65 or older so it does not matter that no GA taxes were withheld. The exclusion is available for the taxpayer and his/her spouse; however, each must qualify on a separate basis. If both spouses qualify, each spouse may claim the $65,000 exclusion.


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