@MaryK4
I think I'm following. Sorry to ask so many questions about this, I just know my situation is complex and am nervous about making a mistake.
When I'm entering my income for Oregon, there's a page titled "Oregon source income and adjustments." Below, the amount of unemployment I received is displayed, along with a box where I'm instructed to report the income I received while either an Oregon resident or from an Oregon source. Based on what you're saying, I would enter the full amount there? Because while only part of my benefits were received in Oregon, all of it was from an Oregon source. So I'll then file Oregon and then the credit will appear?
When entering income in New York, I am shown a "New York resident income page" where I'm told to enter "any federal income received while [I was] a resident of New York state." Like the Oregon page, it has a box displaying my total unemployment earnings and another where I disclose how much I received in New York. If I input any amount there, the amount I have to pay for New York goes up and what I owe Oregon remains the same.
To be clear, filing Oregon first will give me a credit that I can then apply to my New York tax amount? I guess I just don't understand how Oregon will know to give me a credit, because I don't enter anywhere in my Oregon return the date I moved.
Just out of curiosity, how would this have worked if I had Oregon withhold federal and state taxes from unemployment benefits throughout the year? I had been going to do that this year, but now I'm not sure if that would be more complicated come next year's tax season (I would be having state taxes withheld at Oregon's rate, despite not having to pay Oregon income tax on them because I'm receiving them in New York).
Again, thank you so much for your help.
