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GA Retirement Exclusion - and under 62 (Disabled)

Good afternoon. I am filing jointly with my wife. She is under 62 and permanently disabled. I am not getting prompted for eligibility for the exclusion. I assume this is because we are under 62 because in doing my parents taxes, I do get prompted. The law says 62 (or over) *or* permanently disabled. Is this a TurboTax error or am I missing a nuance in the law? Thank you

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3 Replies
BillM223
Expert Alumni

GA Retirement Exclusion - and under 62 (Disabled)

Early in the Georgia interview, there is a screen with the heading "Let's see if you qualify for a Georgia tax break". On the screen it asks if either spouse had a permanent disability that prevented [name] from working in 2019. The Learn More link says that this question is asked explicitly for the retirement exclusion.

 

Did you see this screen and how did you answer it?

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GA Retirement Exclusion - and under 62 (Disabled)

Thank you. I restarted the interview and then did see it. Don’t know how I missed. Appreciate the quick response. 

DawnC
Employee Tax Expert

GA Retirement Exclusion - and under 62 (Disabled)

You are welcome - glad you got the issue resolved!  

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