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New Member
posted Mar 2, 2026 6:14:15 AM

For Georgia SSO donation, Smart Check flags fields - I cannot proceed unless I use wrong values (e.g. $0). But then the GA return is incorrect (ADDITIONS to INCOME)

TurboTax sort of fixed the Education Expense Credit form, but broke it also. The form asks 3 Additional Info questions, the first one "I did not deduct my contribution as charitable donations on my federal return", you have to check the inverse to make it show up on the form correctly. If I deducted this amount from my Federal income, I added it back to my Georgia income tax. (If it was not, the credit cannot be claimed) I tried just the Business and Individual Credit form to get around this glitch, but it does not generate IT-QEE-TP2 which is now required by GA. Either way, no matter which combination of forms and values I choose, the GA Schedule 1 ADDITIONS to INCOME 5. Other (Specify) is always blank, due to Smart Check. (It looks correct when I am done with the form(s) and use Tax tools -> Print center to review the PDF, but as soon as I try to e-file, Smart Check ruins the outcome again)

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1 Replies
New Member
Mar 2, 2026 6:41:27 AM

After sitting on a call with Intuit support for almost 3 hours, I tinkered around and figured out a way to get past this error.  The logic may seem nonsensical, so bear with me.

 

In your Georgia state return, follow these steps:

  • Income
    • Other Additions to Georgia Income
      • EDU EXP ADJ
      • $ amount approved from your GA SSO
  • Credits
    • Education Expense Credit - ***SKIP***
    • Business and Individual Credit
      • 125. Qualified Education Expense Credit
      • Your Name (& spouse)
      • Certificate # from your GA SSO
      • $ amount from your GA SSO
    • Individual/Company ID Number
      • [x] SSN
      • ID Number (primary taxpayer’s SSN)
    • Qualified Education Donation Tax Credit
      • [x] No - (selecting yes will cause a Smart Check error)
    • Georgia Business, K-1, and Other Schedule 2 Credit Carry Forward
      • Years Remaining (5)

When you continue forward, you reach the step Let’s check it over

    • 1 item found
    • Delete Donation Credit Amount (0.) [the field should be blank]
    • Continue

 

Notes:

• This method will NOT generate an IT-QEE-TP2, but GA has been accepting my returns without that form since 2021

• In prior tax years, I was able to set the Education Expense Credit contribution to $0 to get past the old error (duplicated Credits), but this no longer works