Georgia Form Help

The following information has been provided to assist in the preparation of Georgia state tax returns.

 

Form GA 500

 

Part-Year Residents

 

If you were a part-year resident of Georgia, enter the

dates you resided in Georgia on line 4, Item 2. The residency

code on line 4 will automatically calculate "2". Also, enter

your items of income and deductions in the Georgia column of

Schedule 3.

 

Nonresidents

 

If you do not live in Georgia or one spouse is a resident

and the other is not a resident, then enter income and

deductions in the Georgia column of Schedule 3. Enter code

of ‘3’ for Nonresident.

 

Income Tax Other Than Georgia

 

If you had state income tax withheld other than from Georgia,

enter that amount at line 12 just below "Total Federal Itemized

Deductions".

Georgia Income Tax Withheld

 

If you had Georgia income tax withheld other than from W-2's,

W-2G's or 1099R's, enter that amount on line 20,  "Other Georgia

Income Tax Withheld".

 

Prepayments and Credits

 

Line 21 includes any estimated tax payments made, the amount

credited from your previous year tax return and any

prepayments (Form 560) from requests for extensions. Estimated

payments and the "Credit to 2014 Estimated Tax" from your

previous year tax return that are entered on the Federal

Form 1040, line 63 worksheet will automatically calculate on

line 21. State code "GA" must be entered on the line 63

worksheet.

 

Low Income Credit

 

You qualify for the Low Income Credit if all of the following

apply: a) you are a Georgia resident, b) your Federal AGI is

less than $20,000, and c) you are not claimed or eligible to be

claimed as a dependent by another taxpayer on their Federal or

Georgia Individual income tax return.  The credit will be

automatically calculated by the program.  The credit is

determined as follows:

 

Federal Adjusted Gross Income            Base Credit

-----------------------------                 -----------

Under $6,000 or Negative                    $26

 $6,000 to $7,999                                $20

 $8,000 to $9,999                                $14

$10,000 to $14,999                             $ 8

$15,000 to $19,999                             $ 5

 

The base credit is mutiplied by: 1) total exemptions claimed

including self, spouse and naturally or legally adopted

children, and 2) one exemption for each spouse age 65 or over. 

 

Lump Sum Distributions Addition

 

If you reported a lump sum distribution on Federal Form 4972,

the program will automatically calculate the total distribution

received and enter it on Schedule 1, line 2.

 

Other Additions

 

This category includes items such as depreciation

differences between Georgia and Federal tax law in the years

1981 through 1986, the adjustment for 30% & 50% bonus depreciation

per the Federal 2002 JCWA act, and the Federal Sect 179 deduction

in excess of the allowed amount per Georgia.

 

Retirement Income Exclusion

 

Georgia taxes all pensions of all residents. However, Georgia

law provides a retirement income exclusion of up to $35,000

($65,000 if 65 or over) per taxpayer. To qualify taxpayers must be:

1) age 62 or over or 2) permanently and totally disabled unable to work.

 

Taxpayers qualify for the exclusion on a separate basis and

cannot use any income attributable to the other spouse. Jointly

owned property should be allocated equally to each spouse on the

Worksheet for Schedule 1, line 6.

 

Of the $35,000/$65,000 maximum exclusion per taxpayer, up to $4,000 per

taxpayer may be earned income.

 

NOTE: Taxpayers who are disabled must enter the type of

disability and date of disability on Schedule 1, line 6.

 

Other State Credit

 

This credit will automatically calculate when the other state tax

return is filed in the Crosslink program. If you are filing a

state return not supported by Crosslink, complete lines 1 and 10

of the Schedule 2, line 1 worksheet (GA resident) or complete

lines 1 and 8 of the Sch 2, line 1 worksheet (GA part year

resident).