1099-SA Georgia Return

[AndrewA87]

Do I need to include a copy of the 1099-SA form in the Georgia tax return?

I only got one copy.

[BillM223]

You generally have to include copies of forms on which you have tax withheld (like W-2, 1099-R, 1099-MISC, etc.).

You can't withhold tax on a 1099-SA, so I would say no.

P.S., See Instruction Booklet on page 6: "Completed the Income Statement Detail section where Georgia income tax was withheld on Forms W-2s, 1099s, G2-RPs, G2-LPs, G2-As, and/or G2-FLs. Attached/included the forms with my return." But, this refers ONLY to forms where Georgia tax was withheld.

[Ed 2/24/2023 | 8:07 PST]

[AndrewA87]

I made a mistake. It is a SSA-1099 and not a  1099-SA.

[BillM223 · Accepted solution]

Social Security benefits are not taxable in Georgia (see item 1 in the Retirees FAQ). Therefore, no Georgia tax would be withheld on SS income, so no need to attach the SSA-1099 to the Georgia return.

[AndrewA87]

I am wondering if I am making this unnecessarily hard.

His only income this year came from his SSDI which is reported on his SSA-1099 and his SSI income which does not send out any forms. He has 0 taxable income on his 1040 and -8,100 taxable income on his Georgia form 500 after completing his returns using Turbotax.

I am wondering maybe the best and the simple thing to do is not file the federal and state return.

Any suggestions?

[AnnetteB6]

If there is no other income to report except for Social Security benefits reported on form SSA-1099, then there is no need to file either return.  The Social Security benefits would only become reportable and possibly partially taxable if there was other income to report.  The SSI income is not taxable or reported on either tax return.

For more information about filing requirements, take a look at the following TurboTax help article:

Do I need to file a federal return this year?

@AndrewA87