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.
We have proof positive that both H&R Block and TurboTax are viable e-filing options for taxpayers. Detailed instructions for claiming the credit using these software vendors is below:
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:
If you need another copy of your IT-QEE-SSO1 Form, please email Allison Saxby at firstname.lastname@example.org.