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 2023 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:

2023 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 Donor Tax Credit (unrelated to the GOAL Qualified Education Expense Tax Credit). See 2023 Tips document above for details and instructions on how to resolve.

2023 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.)

Blank Form IT-QEE-TP2

Sample of Completed TP2 Form 

Sample 2023 Georgia Income Tax Return

If you need another copy of your IT-QEE-SSO1 Form, please email GOAL at