Georgia Income Tax (2024)¶
Quick Reference¶
Tax Rate (2024)¶
Flat Rate: 5.39%
Georgia transitioned from progressive brackets to a flat tax in 2024. All taxable income is taxed at 5.39%, regardless of amount or filing status.
Standard Deduction (2024)¶
- Single: $12,000
- Married Filing Jointly: $24,000
- Married Filing Separately: $12,000
- Head of Household: $18,000
Personal Exemption¶
- Taxpayer: $2,700
- Spouse: $2,700
- Dependents: $3,000 each
Flat Tax Transition Schedule¶
Georgia is phasing down the flat rate toward 4.99%:
- 2024: 5.39%
- 2025: 5.29% (scheduled)
- 2026: 5.19% (scheduled)
- 2027: 5.09% (scheduled)
- 2028-2029: 4.99% (target)
Note: Future reductions contingent on state revenue meeting thresholds.
Details¶
Tax Computation¶
Georgia uses federal AGI as starting point:
Step 1: Federal AGI - From federal Form 1040, line 11 - Adjusted gross income after federal adjustments
Step 2: Georgia Additions - Add back: state/local income tax deduction claimed on federal Schedule A - Add back: other state-specific items
Step 3: Georgia Subtractions - Retirement income exclusion (see retirement-income.md) - Social Security (fully exempt) - Other Georgia-specific subtractions
Step 4: Georgia Taxable Income - Subtract standard deduction OR itemized deductions - Subtract personal exemptions
Step 5: Apply Flat Rate - Multiply Georgia taxable income by 5.39%
Historical Context¶
Prior to 2024, Georgia used six progressive brackets ranging from 1% to 5.75%. HB 1437 (signed 2022) replaced brackets with flat rate, effective tax year 2024.
Capital Gains¶
- No preferential rate for capital gains
- Taxed at same 5.39% flat rate as ordinary income
- Long-term and short-term treated equally for state purposes
Withholding¶
Employers withhold at 5.39% flat rate (simplified from previous bracket-based calculation).
Estimated Tax¶
Required if: - Expect to owe $1,000 or more after withholding and credits - Georgia follows federal safe harbor rules
Due dates: April 15, June 15, September 15, January 15
Nonresident Taxation¶
Georgia-source income includes: - Wages for services performed in Georgia - Business income from Georgia operations - Rental income from Georgia property - Pass-through income from Georgia entities
Allocation: Nonresidents pay 5.39% on Georgia-source income only
Part-Year Residents¶
- Taxed on all income while Georgia resident
- Plus Georgia-source income while nonresident
- Prorate personal exemption and standard deduction by residency period
Comparison to Other States¶
Flat Tax States (2024): - Georgia: 5.39% - Pennsylvania: 3.07% - Illinois: 4.95% - North Carolina: 5.25% - Colorado: 4.40%
Georgia advantage: Lower than most neighboring states (NC 5.25%, SC up to 6.4%)
Georgia consideration: No preferential capital gains rate (unlike federal)
Planning Notes¶
Benefits of Flat Tax¶
- Simplified calculation and withholding
- Predictable effective rate
- No bracket creep concerns
Future Rate Reductions¶
Monitor state revenue reports - future rate cuts depend on meeting revenue thresholds. Conservative planning should assume current 5.39% rate.
Retirement Planning¶
Georgia's retirement income exclusion ($65,000 age 65+) combined with flat 5.39% rate makes Georgia attractive for retirees. See retirement-income.md.
Citations¶
Georgia Code¶
- O.C.G.A. § 48-7-20 - Imposition of tax; rate
- O.C.G.A. § 48-7-26 - Personal exemptions
- O.C.G.A. § 48-7-27 - Computation of taxable net income
- HB 1437 (2022) - Flat tax transition legislation
- HB 1015 (2023) - Accelerated rate reduction to 5.39%
Forms¶
- Form 500 - Georgia Individual Income Tax Return
- Form 500-EZ - Short form for simple returns
- Schedule 1 - Adjustments to income
- Schedule 2 - Georgia credits
Department of Revenue¶
- Georgia DOR: https://dor.georgia.gov
- Tax Tables: https://dor.georgia.gov/tax-tables-georgia-tax-rate-schedule
- Withholding Guide: https://dor.georgia.gov/withholding-tax