Both my husband and I are 65. Georgia does not tax social security, but my AGI from my 1040 (which transferred over to Ga), included our social security, therefore causing us to 'owe' taxes in Georgia. Ga also excludes 65,000 of retirement income for each person over 65. I have already submitted the taxes, so wondering if there's a mistake in the TT software? This exclusion should be on 500 Schedule 1, but don't see this in my downloaded completed forms. TIA for any hep, SB
If your return has been transmitted and rejected by Georgia, you can correct your tax return and re-transmit.
I am able to enter Social Security income and pension income in a Georgia state tax return.
In the Georgia state tax return, the reductions in Social Security and pension income was reported at the screen Here's the income that Georgia handles differently.
Schedule 1 reports both the Retirement Income Exclusion and the non-taxable Social Security benefits.
If your return has been transmitted and accepted by Georgia, you will have to amend your Georgia state tax return. You will not have to amend your Federal 1040 tax return.
However, before amending your tax return, do not enter the return and do not enter the return and make any changes.
Amended tax returns will not be available before February 23. See forms availability here.
If you used TurboTax Online, simply log in to your account and select Amend a return that was filed and accepted.
If you used the CD/download product, sign back into your return and select Amend a filed return.
You must file a separate Form 1040-X for each tax return you are amending.
See also this TurboTax Help.
If your return has been transmitted and rejected by Georgia, you can correct your tax return and re-transmit.
I am able to enter Social Security income and pension income in a Georgia state tax return.
In the Georgia state tax return, the reductions in Social Security and pension income was reported at the screen Here's the income that Georgia handles differently.
Schedule 1 reports both the Retirement Income Exclusion and the non-taxable Social Security benefits.
If your return has been transmitted and accepted by Georgia, you will have to amend your Georgia state tax return. You will not have to amend your Federal 1040 tax return.
However, before amending your tax return, do not enter the return and do not enter the return and make any changes.
Amended tax returns will not be available before February 23. See forms availability here.
If you used TurboTax Online, simply log in to your account and select Amend a return that was filed and accepted.
If you used the CD/download product, sign back into your return and select Amend a filed return.
You must file a separate Form 1040-X for each tax return you are amending.
See also this TurboTax Help.
Thank you - it appears Turbo Tax did not fill out a schedule 1 - it's not with my downloaded documents.
You should wait until your state return has been processed prior to amending it, especially if you are getting a refund.
You can amend and e-file a Georgia State return in TurboTax.
Click here for information regarding e-filing your amended state return.
Click here for detailed instructions and a helpful video on amending your state return in Turbo Tax.
To view your State Return in TurboTax if you want to check your entries:
Please click here for a TurboTax Help link to watch a video to help walk you through the steps.