Article: 50612
General Information
The GA – Retirement Income Exclusion (RIE) screen is used to calculate the Georgia retirement income exclusion amount for taxpayers and spouses who qualify. This screen includes fields for disability exclusions, retirement income amounts, and a worksheet for nonresident or part-year resident overrides.
Fields highlighted in green are override fields and will override any data that automatically flows to those fields from elsewhere in the return.
How to Add
- Click on the State Taxes section on the left-hand side of the screen.
- Click the link I‘d like to see the forms I’ve filled out or search for a form.
- Click on the dropdown menu for Georgia.
- Select the General tab.
- Click on RIE – Retirement Income Exclusion to open the screen.
- Enter the applicable details.
- Click Save.
Further Information
For more on Georgia’s retirement income exclusion rules and eligibility requirements, see:
Georgia Department of Revenue – Taxes for Individuals:
https://dor.georgia.gov/taxes/taxes-individuals