[Ga Gateway] Check your Surplus Tax Refund Checker, Irs Transcript – Ga Surplus Tax Refund 2024

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Check your Surplus Tax Refund 2024

Starting from February 10, 2024, changes have been made to the credit card payment process in the Georgia Tax Center (GTC), as a new vendor will be utilised for online credit card payments. While most users will not need to take any action, one might observe differences in payment screens and steps compared to previous transactions. Additionally, please note that GTC System Maintenance wass scheduled for February 10, during which filing and payments will be unavailable.

  • The HB 162 Surplus Tax Refund is available for Georgia filers who meet certain eligibility criteria.
  • Eligibility requirements include filing Individual Income Tax Returns for tax years 2021 and 2022 by the April 18, 2023 deadline (or by October 16, 2023 with an extension), having a tax liability for tax year 2021, and being a Georgia resident, part-year resident, or nonresident.
  • Surplus Tax Refunds are typically issued within 6-8 weeks if filed by the April 18, 2023 deadline.
  • You can check the status of your Surplus Refund for more information.

What is HB 162 Tax Refund ?

The HB 162 Tax Refund enables Georgia taxpayers to receive a refund of a portion or all of their Tax Year 2021 income taxes owed. In 2023, the Georgia General Assembly enacted legislation, signed by Governor Kemp, permitting an extra refund of income taxes from Tax Year 2021 due to a surplus in revenue for the State of Georgia. Similar action was taken in 2022, with the Governor and General Assembly providing a refund of Tax Year 2020 taxes to eligible Georgia filers.

To check your Surplus Tax Refund online, you need :
  • Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
  • The amount of your Federal Adjusted Gross Income as shown on your 2022 tax year Georgia Individual Income Tax return.
  • For Form 500, you’ll need to refer to Line 8.
  • For Form 500EZ, you’ll need to refer to Line 1.
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Details Needed for Tax Return Verification :
  • Last Name : Provide your last name.
  • Verification Code : Enter the verification code provided in the letter.
  • Confirm Verification Code : Re-enter the verification code for confirmation.
  • Did you or a representative file this state tax return ?
    • Yes, I filed the tax return myself.
    • Yes, I authorised someone else to file a return on my behalf.
    • No, I did not file this return and need to report identity theft.
  • Enter the refund amount on the return: Input the refund amount mentioned on the tax return.
Tax forms by type :
  1. Individual Income Tax forms
  2. Sales and Use Tax forms
  3. Corporate Income Tax forms
  4. Withholding Tax forms
How to do Tax ID Verification Quiz ?
  • Letter ID: Enter the 10-digit letter ID printed on the Identity Verification Letter, starting with the letter “L” (e.g., L1234567890).
  • Last 4 digits of the Primary filer’s SSN/ITIN: Provide the last 4 digits of the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) of the primary filer.
  • Confirm last 4 digits of the Primary filer’s SSN/ITIN: Re-enter the last 4 digits of the SSN or ITIN for confirmation.
  • Did you or a representative file this state tax return?
    • Yes, I filed the return myself.
    • Yes, I authorized someone else to file a return on my behalf.
    • No, I did not file this return and need to report identity theft.
  • Refund Amount: Input the refund amount mentioned on the tax return.
How to make a Quick Payment as an Individual ?
  • Visit the Georgia Tax Center website
  • Click on “Make a Quick Payment” under Tasks
  • Review the request details and click “Next”
  • Choose “Individual” for Customer Type
  • Select “Social Security #” or “Individual Taxpayer ID #” for ID Type and click “Next”
  • Indicate if you have a payment number by selecting Yes or No, then provide ID Information and click “Next”
  • Fill out Payor Information and click “Next”
  • Enter Payment Information and click “Next”
  • Review the request and click “Submit”
  • Confirm the payment by clicking “OK”
  • Note down or print the confirmation number and click “OK”
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Calculating the Refund Amount :
  • Tax refund under HB 162 :
    • Eligible Georgia filers can receive a refund from the State’s surplus.
    • The refund amount depends on filing status and tax liability.
    • Maximum refund amounts :
      • $250 for Single/Married Filing Separate.
      • $375 for Head of Household.
      • $500 for Married Filing Joint.
How to make Name Change ?
  • To update your name on a refund check, you’ll need to follow these steps.
  • Starting January 1, 2024, the Georgia Department of Revenue requires specific documents for name changes.
  • You’ll need copies of both a valid state-issued ID and legal documents showing the name change.
  • Acceptable state-issued IDs include a US state ID card (front and back copies) or a US passport.
  • Legal documents reflecting the name change can include a Superior Court order, decree, or certificate, a marriage certificate, divorce decree, or a Social Security card.
Eligibility for HB 162 tax refund :
  • Full-year residents of Georgia in 2021 and 2022.
  • Filed a Georgia individual income tax return for both 2021 and 2022.
  • Part-year or nonresident filers who filed Georgia individual tax returns for both years are also eligible.
  • Part-year and nonresident filers receive a proportional refund based on their share of income taxable in Georgia.
Filing for a deceased taxpayer :
  • The surviving spouse, administrator, or executor can file a tax return on behalf of the deceased for the taxable year.
  • Use the same filing status and due date as used on the Federal Income tax return.
Requesting a refund check :
To reissue a refund check in the name of the deceased taxpayer to the estate or beneficiary, gather the following :
  1. Completed Form GA-5347 – Deceased Taxpayer Refund Check Claim.
  2. Copy of the death certificate.
  3. Original refund check issued in the deceased’s name.
  4. Any other information specified on the form.
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How much time does it take for a refund ?
  • Individuals :
    • Refunds are typically issued within 3 weeks from when the Department receives the return.
    • Processing may take up to 12 weeks in some cases.
    • First-time filers and those who haven’t filed in five or more years will get a paper refund check.
  • Businesses :
    • W-2 and 1099-MISC with non-employee compensation (NEC) income statements are due by January 31st of the following year.
    • All other 1099 income statements are due by February 28th of the following calendar year.

OFFICIAL WEBSITE >> Ga Surplus Tax Refund >> gtc.dor.ga.gov

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