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Level 5

Solved

1099-SA Georgia Return

Forum|Forum|3 years ago
February 24, 2023
5 replies
35 views

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

I only got one copy.

Best answer by BillM223

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.

Level 15

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]

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AndrewA87Author

Level 5

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

Level 15

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.

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