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GA retirement exclusion needs to allocate income between taxpayer & spouse. Taxable joint accounts report my SSN. Is 100% me for exclusion or 50-50 because joint account?
In the
Georgia retirement exclusion exclusion section it says, we need to allocate
some income between
taxpayer and spouse. We have
a taxable joint account. The brokerages say that they report capital gains
and dividends on my SSN. Is
the account considered mine for the Georgia exclusion purposes
is it split 50-50 because it's a joint
account?
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‎June 6, 2019
3:29 AM