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New Member
posted Apr 13, 2025 5:43:13 PM

Married filing jointly & both qualify for Georgia's retirement income exclusion but only one of us is retired. Why does our refund reduce when we enter the exclusion?

If I tell the app to remove the exclusion which is supposedly a tax break, our refund amount increases. Why? Can we elect to not take the deduction since it seems to provide a greater refund?

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1 Replies
Expert Alumni
Apr 23, 2025 4:47:42 PM

Your deductions are based on your income.  Changing your income changes your deductions.

 

Yes, you can skip taking a deduction like this.  

 

@dhburton