After you file

Hi there @danielod ,

 

Yes I ended up figuring out the problem. CA has a double taxation law that says you get a refund for any income that is also taxed by another state. In this case, TurboTax interpreted the RSU income as double-taxed by OR, which it was, but the law mentioned in the original question overrides this double-taxation exemption (because the double-taxation exemption doesn't apply to any income whose "source" was CA, and this RSU stuff has that classification).

 

I figured this out by printing out the final tax form (what is sent to the IRS) and going through it until I spotted the unusually large deduction, and looked up the deduction code to figure out it was the double taxation thing.

 

From there, I filed an amendment through TurboTax by finding the part of the UI in which I could override the amount of income that was double taxed by each state, which was under special deductions. It took me forever to find because I kept looking around in the income section.

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