Adjustments to GA income due to Alabama state retirement (nonresident)

Forum|Forum|1 year ago
January 25, 2025
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I have retirement on my federal income tax, which is pulling into my GA reports. When I select the "tax exempt" retirement option, it sends me to Schedule 1.

On Schedule 1, I am notified that I have adjustments that need to be allocated to GA (if from GA or occurred while resident of GA - neither are applicable).

The note says indicate positive adjustment as negative number and negative adjustment as positive number. Then I'm prompted to add an amount to the Georgia Adjustments field.

I have not idea what amount to add here. Help will be greatly appreciated.

TurboTax Basic Online

DoninGA

Employee

Did you enter your state retirement pension income reported to you on Form 1099-R in the federal tax return section of the program? If so, that information flowed to the Georgia state tax return.

If you are age 62 and are a Georgia resident you are eligible for the Retirement Income Exclusion of up to $35,000 for those age 62 thru 64 and $65,000 for those age 65 or older.

The Georgia state program will automatically enter this information on the Georgia Schedule 1 if you are eligible.