SAMPLE - INDIVIDUAL YOUR SOCIAL SECURITY NUMBER SUFFIX SUFFIX

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1 SAMPLE - INDIVIDUAL Georgia Form 500 (Rev. 06/22/17) 2017 (Approved booklet version) Pag Fiscal Year Beginning Fiscal Year Ending DRIVER'S LICENSE/STATE ID STATE ISSUED 1. YOUR FIRST NAME Ml LAST NAME SUFFIX SPOUSE'S FIRST NAME Ml SPOUSE'S SOCIAL SECURITY NUMBER DEPARTMENT USE ONLY LAST NAME SUFFIX 2. ADDRESS (NUMBER AND STREET or P.O. BOX) (Use 2nd address line for Apt, Suite or Building Number') []CHECK IF ADDRESS HAS CHANGED 3. CITY (Please insert a space if the city has multiple names) STATE ZIP CODE (COUNTRY IF FOREIGN) ~-----~~~-~~~-~~-~-~~~---~-----~ ResidencyStatus 4. Enter your Residency Status with the appropriate number... ~ FULL- YEAR RESIDENT 2. PART- YEAR RESIDENT TO 3. NONRESIDENT Part-Year Residents and Nonresidents must omit Lines 9 thru 14 and use Form 500 Schedule 3. Filing Status 5. Enter Filing Status with appropriate letter (See IT ~ 5. A. Single B. Married filing joint C. Manied filingseparate(spouse'ssocialsecurey numbermustbeentered above) D. Head of Household orqual'lfying Widow(~ 6. Number of exemptions (Check appropriate box(es) and enter total in 6c.) Sa. Yourself 6b.Spouse 6c. ALL PAGES (1-5) ARE REQUIRED FOR PROCESSING

2 Georgia Form ?a. Number of Dependents (Enter details on Line?c., and DO NOT include yourself or your spouse)... 7a. 7b. Enter the total number of exemptions and dependents (Add Lines 6c and 7a)......?b. 7c. Dependents (If you have more than 5 dependents, attach a list of additional dependents) Social Security Number Relationship to You First Name, MI. Last Name Social Security Number Relationship to You First Name, MI. Last Name Social Security Number Relationship to You First Name, MI. Last Name If amount on line 8, 9, 10, 13 or 15 is negative, use the minus sign(-). Example -3, Federal adjusted gross income(from Federal Form 1040,1040Aor1040 EZ). IJJJ. 8. (Do not use FEDERAL TAXABLE INCOME) If the amount on Line 8 is $40,000 or more, or your gross income is less than your W-2s you must enclose a copy of your Federal Form 1040 Pages 1 and Adjustments from Form 500 Schedule 1 (See IT-511 Tax Booklet )... IJJJ Georgia adjusted gross income (Net total of Line 8 and Line 9)... 1JJJ.10. ALL PAGES (1-5) ARE REQUIRED FOR PROCESSING

3 Georgia Form Standard Deduction (Do not use FEDERAL STANDARD DEDUCTION) a. (See IT -511 Tax Booklet) ~y.).mrlj b. Self: 65 or over? 11~~,11 Blind? Total X 1,300=... Spouse: 65 or over? Blind? c. Total Standard Deduction (Line 11a +Line 11b).... Use EITHER Line 11c OR Line 12c (Do not write on both lines) 12. Total Itemized Deductions used in computing Federal Taxable Income. If you use itemized deductions, you must enclose Federal Schedule A a. Federal Itemized Deductions (Schedule A-Form 1 040) a. b. Less adjustments: (See IT-511 Tax Booklet).... c. Georgia Total Itemized Deductions Subtract either Line 11 cor Line 12c from Line 1 0; enter balance a. Enter the number from Line 6c. Multiply by $2,700forfiling statusaord... 14a. or multiply by $3,700forfiling status Bore 14b. Enter the numberfrom Line 7a. Multiplyby$3, b. 14c. Add Lines 14a. and 14b. Enter total c. 15. Georgia taxable income (Line 13 less Line 14c or Schedule 3, Line 14) Tax (Use Tax Table in the IT-511 Tax Booklet) Low Income Credit 17b..,._17c. 18. Other State(s) Tax Credit (Include a copy of the other state(s) return) Credits used from IND-CR Summary Worksheet Total Credits Used from Schedule 2 Georgia Tax Credits Total Credits Used (sum of Lines 17-20) cannot exceed Line Balance (Line 16 less Line 21) if zero or less than zero, enter zero Georgia Income Tax Withheld on Wages and 1 099s (Enter Tax Withheld Only and enclose W-2s and/or 1 099s) 24. Other Georgia Income Tax Withheld (Must enclose G2-A, G2-FL, G2-LP and/or G2-RP) PLEASE COMPLETE INCOME STATEMENT DETAILS ON PAGE 4. ALL PAGES (1-5) ARE REQUIRED FOR PROCESSING

4 Georgia Form Please complete the Supplemental W-2 Income Statement if additional space is needed. 25. Estimated Tax paid for 2017 and Form IT ~ Total prepayment credits (Add Lines 23, 24 and 25)... ~ If Line 22 exceeds Line 26, subtract Line 26 from Line 22 and enter balance due... ~ If Line 26 exceeds Line 22, subtract Line 22 from Line 26 and enter overpayment... ~ Amount to be credited to 2018 ESTIMATED TAX... ~ 29. Pages (1-5) are Required for Processing

5 Georgia Form Georgia Wildlife Conservation Fund (No gift of less than $1.00) Georgia Fund for Children and Elderly (No gift of less than $1.00) Georgia Cancer Research Fund (No gift of less than $1.00) Georgia Land Conservation Program (No gift of less than $1.00) Georgia National Guard Foundation (No gift of less than $1.00) Dog & Cat Sterilization Fund (No gift of less than $1.00) Saving the Cure Fund (No gift of less than $1.00) Realizing Educational Achievement Can Happen (REACH) Program (No gift of less than $1.00) 38. Public Safety Memorial Grant (No gift of less than $1.00) Form 500 UET (Estimated tax penalty) 500 UET exception attached (If you owe) Add Lines 27, 30 thru 39 MAKE CHECK PAYABLE TO GEORGIA DEPARTMENT OF REVENUE (If you are due a refund) Subtract the sum of Lines 29 thru 39 from Line 28 THIS IS YOUR REFUND a. Direct Deposit(Foru.s.AccountsOnly) Type: Checking If you do not enter Direct Deposit information or if you are a first time filer a paper check will be issued. (PAYMENT) PROCESSING CENTER GEORGIA DEPARTMENT OF REVENUE PO BOX All.ANTA, GA INCLUDE ALL ITEMS IN ENVELOPE, DO NOT STAPLE YOUR CHECK, W-2s, OTHER WITHHOLDING DOCUMENTS, OR TAX RETURN. 1/We declare under the penalties of perjury that 1/we have examined this return (including accompanying schedules and statements) and to the best of my/our knowledge and belief, it is true, correct, and complete. If prepared by a person other than the taxpayer(s), this declaration is based on all information of which the preparer has knowledge. Georgia Public Revenue Code Section stipulates that taxes shall be paid in lawful money of the United States, free of any expense to the State of Georgia. Taxpayer's Signature (Check box if deceased) Spouse's Signature [J (Check box if deceased) Date Date Taxpayer's Phone Number I authorize DOR to discuss this return with the named preparer. Preparer's Phone Number Signature of Preparer Preparer's FEIN Preparer's Firm Name Preparer's SSN/PTIN/SIDN Pages {1-5) are Required for Processing

6 Georgia Form500 (Rev. 06/22/17) Schedule Adjustments to Income 2017 (Approved booklet version) f SCHEDULE 1 ADJUSTMENTS to INCOME BASED on GEORGIA LAW (See IT-511 Booklet) ADDITIONS to INCOME 1. Interest on Non-Georgia Municipal and State Bonds Schedule 1 Page 1 I 2. Lump Sum Distributions Federal deduction for income attributable to domestic production activities..., (IRC Section 199) 4. Net operating loss carryover deducted on Federal return Other (Specify) Total Additions (Enter sum of Lines 1-5 here) SUBTRACTION from INCOME 7. Retirement Income Exclusion (See IT-511 Tax Booklet) Complete Schedule 1, page 2 if claiming Retirement Income Exclusion. 8. Social Security Benefits (Taxable portion from Federal return) Path2College 529 Plan Interest on United States Obligations (See IT-511 Tax Booklet) Georgia Net Operating loss carryover from previous years (List only the amount used in 2017, see IT-511 Tax Booklet) Other Adjustments (Specify) Adjustment Adjustment Adjustment Adjustment Amount Amount Amount Amount Total Total Subtractions (Enter sum of Lines 7-12 here) Net Adjustments (Line 61ess Line 13). Enter Net Total here and on Line 9 ofpage2 (+or-) of Form 500 or&dx...._

7 Georgia Form500 (Rev. 06/22/17) Schedule 1 Adjustments to Income 2017 (Approved booklet version) /~'"''~---.--~~~,\ { Schedule 1 \ l Page 2 ) 1 "'<.,_,.,,~~.wm.wc'"''" w"'w.w."mv~ LE 1 RETIREMENT INCOME EXCLUSION Social security and railroad retirement paid by the Railroad Retirement Board, exempt interest, or other income that is not taxable to Georgia should not be included in the retirement income exclusion calculation. Income or losses should be allocated to the person who owns the item. If any item is held jointly, the income or loss should be allocated to each taxpayer at 50%. Part-year residents and nonresidents must prorate the retirement income exclusion. The earned income portion and the unearned income portion must be separately prorated. The earned income portion shall be prorated using the ratio of Georgia source earned income to total earned income computed as if the taxpayer were a resident of Georgia for the entire year. The unearned portion shall be prorated using the ratio of Georgia source unearned retirement income to total unearned retirement income computed as if the taxpayer were a resident of Georgia for the entire year. *Retirement income does not include income received directly or indirectly from lotteries, gambling, illegal sources or similar income. ** Rental, Royalty or Partnership income that is subject to FICA tax or Self employment tax should be included on line 2 not line 13. Trade or business income from an S Corp in which the taxpayer or their spouse materially participated should be included on line 2 not line Salary and wages OtherEamed Income (Losses) Total Earned Income Maximum Eamed Income SmallerofUne 3 or4; if zero or less, enter zero Interest Income Dividend Income Alimony Capital Gains (Losses) Other Income (Losses)* Taxable IRA Distributions Taxable Pensions Rental, Royalty, Partnership, S Corp, etc. Income (Losses)** TotalofUnes6through 13; if zero or less, enterzero Add Unes5 and MaximumADowable Exclusion, if age 62-6 or less than age 62 and permanently disabled enter $35,000, or if age 65 or older enter $65, SmallerofUnes15and16;enterhere and on Form 500, Schedule 1, Lines 7 A & B...

8 Georgia Form500 (Rev. 06/22/17) Schedule 2 Georgia Tax Credits Schedule 2 Page 1 LE 2 GEORGIA TAX CREDIT USAGE AND CARRYOVER For the credit generated this year (series 1 00), list the Company/Individual Name,FEIN/SSN, Credit Certificate Number, if applicable, and % of credit (purchased credits should also be included). If the credit originated with this taxpayer, enter this taxpayer's name and FEIN/SSN below and 100% for the percentage. 1. First Credit Code Total available credit for 2017 (sum of Lines 2 through 5) Enter the amount of the credit sold (Conservation Tax Credits, Film Tax Credits and certain Historic Rehabilitaion Tax Credits) Credit Used in Potential carryover to 2018 (Line 6 less Lines 7 and 8) Second Credit Code Credit remaining from previous years (If from a business, do not include

9 Georgia Form500 (Rev. 06/22/17) Schedule 2 Georgia Tax Credits Schedule 2 Page2 15. Total available creditfor2017 (sum of lines 11 through 14) Enter the amount of the credit sold (Conservation Tax Credits, Film Tax Credits and certain Historic Rehabilitation Tax Credits) Credit Used in Potential carryover to 2018 (Line 151ess Lines 16 and 17) Third Credit Code Credit remaining from previous years (If from a business, do not include amounts elected to be applied to withholding) Total available credit for 2017 (sum of Lines 20 through 23) Enter the amount of the credit sold (Conservation Tax Credits, Film Tax Credits and certain Historic Rehabilitation Tax Credits) Credit Used in Potential carryover to 2018 (Line 24 less Lines 25 and 26) Total Credit Used in 2017 (sum of Line 8, Line 17 and 26) enter here and.include on Form 500 or Form 500X, page 3 Line