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Katie258
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State of Oregon Kicker

I received a letter from the State of Oregon that my refund was adjusted.  This is their explanation

"We adjusted your Oregon surplus credit (kicker) based on your 2020 Oregon income tax return because your filing status changed between 2020 and 2021 from filing 2020 status married jointly to 2021 filing married single. The surplus credit claimed by each taxpayer on separate returns for 2021 is prorated based on each taxpayers percentage of federal adjusted gross income reported for 2020.  Ok this I understand.  What I dont understand is that when filing the return the Original kicker amount that Turbo tax calculated on line 36 of the return was $5,963.  The states letter reduced this to $814.  I rely on the software to provide accurate calculations.  Any ideas of how there can be this much difference and what course of action can be taken to find out if this is accurate.

 

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1 Reply

State of Oregon Kicker

The program uses the information entered into it  so did you make a data entry error ?   Did you use the same account in 2021 that you used in 2020 when you were married ? (something you should never do)    If so the prior year info was probably carried forward  and the credit was based on that income and you did not make an adjustment in the state interview.  1a.jpg

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