Incorrect retirement exclusion on GA return

Forum|Forum|1 year ago
February 23, 2025
1 reply
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I entered a 1099-R for my spouse with $46 in taxable income. Spouse is 68 and code on 1099-R is 8J. The GA return isshowing $92 ($46*2) as his retirement exclusion amount which is incorrect - should be $46.

I have 1099-Rs in my name with code 4 and all of these are being included correctly on the retirement exclusion. I am 63.

Any ideas why my husbands exclusion was doubled.

FiddleAuthor

Additional information. This appears to be as a result of the 8J code on the 1099-R. I entered the same thing in Taxact and it worked correctly so it looks like it is an error in the GA version of TurboTax. If I override it with the correct amount, will it prevent efiling. Thanks

DoninGA

Employee

Where are you seeing this amount for your spouse doubled?

I just did a test return for Georgia and created a Form 1099-R with a code of 8J for a $2,500 distribution,

On the Georgia Income and Retirement Worksheets it correctly excluded $5,000 of earned income and the $2,500 of income reported on the 1099-R for a total of $7,500. These amounts flow to the Georgia Schedule 1 Retirement Income Exclusion on Lines 5 for Maximum Earned Income and Line 11 for Taxable IRA Distributions. No doubling of amounts noted on either the Georgia Retirement Worksheets or the Georgia Schedule 1 Retirement Income Exclusion

FiddleAuthor

Thanks for your reply. I am seeing it on line 7a of the retirement worksheet under my spouse's column. Same place you are seeing the $2500. I think I have found the issue. On my 1099-R, the IRA/SEP/Simple box from the Custodian is not checked. When I check the box, the amount shows as $46 as it should. If you have some time, would you mind seeing if your box was checked and if it was, can you try it unchecked.

Thanks