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dhburton
New Member

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 Reply
RobertB4444
Employee Tax Expert

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?

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

 

Yes, you can skip taking a deduction like this.  

 

@dhburton 

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