Tax Filing Guidance

The Georgia Department of Revenue (“DOR”) is requiring taxpayers to file their Georgia income tax returns electronically in order to claim many state income tax credits, including the Qualified Education Expense (“QEE”) tax credit. This means that you may not claim the credit by filing your Georgia Form 500 on paper.

Georgia GOAL 2025 Tax Filing Guidance 

Note the following, per DOR regulation: A taxpayer claiming the qualified education expense credit, unless indicated otherwise by the Commissioner, must submit Form IT-QEE-TP2 with the taxpayer's Georgia tax return when the qualified education expense credit is claimed. A software program's Form IT-QEE-TP2 that is electronically filed with the Georgia income tax return in the manner specified by the Department satisfies this requirement.

Additional Information for Reference:

2025 Tips for Claiming the QEE Credit using TurboTax 
*Note: a rare error has been encountered by some donors with TurboTax related to a Qualified Education Donation Tax Credit (unrelated to the GOAL Qualified Education Expense Tax Credit). See 2025 Tips document above for details and instructions on how to resolve.

2025 Tips for Claiming the QEE Credit using H&R Block 

DOR List of Approved Software Vendors (Click on a Vendor name to determine whether they support Georgia Tax Credits.)
*Note: some software vendors require 10 digits for the Certificate Number. If your certificate number is less than 10 digits, please put leading zeros at the beginning of the number.

Blank Form IT-QEE-TP2
Form IT-QEE-TP2 has not yet been updated for 2025; the 2024 form is the latest version available.

Sample of Completed TP2 Form 

Sample 2025 Georgia Income Tax Return  

If you need another copy of your IT-QEE-SSO1 Form, please email GOAL at goal@goalscholarship.org.

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