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D
dhburton
April 14, 2025
Question

Married filing jointly & both qualify for Georgia's retirement income exclusion but only one of us is retired. Why does our refund reduce when we enter the exclusion?

  • April 14, 2025
  • 1 reply
  • 0 views
If I tell the app to remove the exclusion which is supposedly a tax break, our refund amount increases. Why? Can we elect to not take the deduction since it seems to provide a greater refund?

1 reply

R
RobertB4444
April 23, 2025

Your deductions are based on your income.  Changing your income changes your deductions.

 

Yes, you can skip taking a deduction like this.  

 

@dhburton 

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