How to Claim the Qualified Rural Hospital Organization Expense (“QRHOE”) Tax Credit using TurboTax

• In the State Taxes section, once you are on the “Take a look at Georgia credits” screen, go to the Business and Investment credits section.

• Select the Start button next to “Business and K-1 Credits”

• Note: Georgia HEART has had multiple conversations with the State Government Relations Senior Manager at Intuit, who has confirmed that this is where all individuals must claim the QRHOE credit in TurboTax, even though it is in the Business and K-1 Credits section. This is simply where the developers at TurboTax placed the QRHOE credit within their software.

• On the Georgia Business, K-1, and Other Schedule 2 Credits screen, you will see a table where you can enter credits received in 2017.

• Click the drop down menu under “Credit Code” and select ‘136. Qualified Rural Hospital Org Expense’

• Fill in the fields next to the credit number, referencing the IT-QRHOE-RHO1 Form that was emailed to you from Georgia HEART.

• If you need your RHO1 Form again, please email ksaylor@georgiaheart.org for a copy.

• Then select ‘Continue’

If you have made more than one QRHOE tax credit contribution in 2017, please enter the additional contribution in the next row. The software will total the amounts once you click “Continue”

Primary Taxpayer Name

Credit Certificate Number found in your DOR approval letter and RHO1 form

This will always be 100, since you own the entire credit

Primary taxpayer’s full social security number

The amount of your tax credit –NOT the contribution amount (example: if you contributed $11,111, you would enter $10,000 in this field)

• If you itemized deductions on your federal income tax return and included your HEART contribution as a charitable donation, you will need to make sure that the contribution was added back to your Georgia income. We cannot confirm that this happens automatically within TurboTax’s software, so please be sure to look at your Schedule 1 for the “add back.”

• If you see that the amount is not there, you will need to manually add it back by going to the ‘Income’ section of your State return and selecting “Other Additions to Georgia Income”

• Note: if you have some sort of add back already, the “Other Additions to Georgia Income” may appear at the top of the page, with ‘Edit’ next to it instead

• Type the description and amount of your Qualified Rural Hospital Organization Expense tax credit

• Type “RURAL HOSPITAL EXPENSE” as the Description of Income, and enter the contribution amount in the Amount field, and click Next

11,111