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How do i determine how much to allocate to spouse and myself for the Georgia retirement exclusion? He is over 62 and i am not. Can i allocate it all to him?

Georgia state tax return is asking this question for capital gains and state refund for 2018.

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KarenJ
Intuit Alumni

How do i determine how much to allocate to spouse and myself for the Georgia retirement exclusion? He is over 62 and i am not. Can i allocate it all to him?

According to the GA Form 500 instructions, income from property that is jointly owned should be allocated to each taxpayer at 50% of the total value.  The remainder should be allocated according to the owner of the income.

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