Our Georgia Social Security taxable income exclusion did not appear on state turbo tax

Forum|Forum|4 years ago
February 14, 2022
17 replies
243 views

It was on the Federal return, SS

Best answer by DoninGA

Referring to GA 500 Sched 1 adj to income

line 7a&b correct

line 8 SS shows 0 not reflective of line 11 on 1040

Birth dates (78), ss#'s correct. Have used turbotax for years, no issues - only thought was GA changed how they treated taxable portion of SS

Compared return to 2020 and noticed the big drop in the GA retirement exclusion and in looking thru saw the zero in SS

@jane4035 wrote:

Referring to GA 500 Sched 1 adj to income

line 7a&b correct

line 8 SS shows 0 not reflective of line 11 on 1040

Birth dates (78), ss#'s correct. Have used turbotax for years, no issues - only thought was GA changed how they treated taxable portion of SS

Compared return to 2020 and noticed the big drop in the GA retirement exclusion and in looking thru saw the zero in SS

Then the SS taxable amount should have been entered on the Schedule 1 Line 8. I also receive the GA Retirement Exclusion and on my GA Schedule 1 the taxable amount of SS is entered.

Have you updated your software to the latest release? Click on Online at the top of the desktop program screen and click on Check for Updates.

If you have the latest updates then delete the state return and then start the state return again.

Click on the File menu in the upper left of the desktop program screen. Click on Remove State Return.

After completing the state return again see if the problem persists.

xmasbaby0

Level 15

Georgia does not tax Social Security benefits.

States that tax Social Security benefits:

CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV

These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA

Level 15

The taxable amount of the Social Security benefits reported on the Federal Tax Return Form 1040 Line 6b will be included in the income reported on Georgia tax return Form 500 Line 1.

However if you are age 62 or older you receive a Retirement Income Exclusion on the Georgia return. The exclusion is on Schedule 1. Specifically for the Social Security taxable amount it is on Schedule 1 Line 8.

jane4035Author

Level 2

Amount on Fed 6b is correct

Amount on 500 1-8 is 0

DoninGA

Level 15

@jane4035 wrote:

Amount on Fed 6b is correct

Amount on 500 1-8 is 0

Is your Adjusted Gross Income on the federal tax return Form 1040 Line 11 also zero? If so, that is the number that is entered on Line 1 of the Georgia Form 500.