How do I determine the amount of my spouse's Teachers Retirement Adjustment?

[mblack]

The state of Georgia incorrectly taxed contributions between 1987 and 1989

[JamesG1 · Accepted solution]

To determine the amount of your spouse's Georgia Teachers Retirement Adjustment, you would need your contribution records during the required timeframe of July 1, 1987 through December 31, 1989.  

Only you and the retirement plan administrators know your contributions.  You may be able to get the records from them if you no longer have them.  You may be able to contact the organization at this website.

This TurboTax Help states:

Georgia allows a subtraction from your retirement income equal to the contributions made from July 1, 1987 through December 31, 1989 that were not deductible by Georgia.
 

The purpose of this adjustment to Georgia income is to allow a one-time deduction, as retirement plan distributions are received, of previous nondeductible plan contributions.