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Level 1
posted Jun 3, 2019 1:57:44 PM

Are you required to submit a 1099-R to the State of Georgia when no state tax was withheld from your RMD?

The investment that manages my IRA did not issue me a 1099-R Copy-2 because they said I did have any tax withheld from my 2018 RMD. Since I'm still required to report the RMD amount received when I'm filing my Georgia State Tax do I not have to submit a 1099-R to the State even though no tax was withheld?

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1 Best answer
Intuit Alumni
Jun 3, 2019 1:57:45 PM

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.


1 Replies
Intuit Alumni
Jun 3, 2019 1:57:45 PM

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.