ErnieS0
Expert Alumni

State tax filing

You will need TurboTax CD/Download to annualize withholding. 

 

If you are using TurboTax Online, first switch to CD/Download: How do I switch from TurboTax Online to TurboTax CD/Download?

 

In TurboTax CD/Download:

 

  1. Tap Forms in the top right corner
  2. In the left column, Forms in My Return, tap Undrpymt Stmt to open the Underpayment Statement.
  3. On the Underpayment Statement, you will see Withholding amounts for the four periods. Highlight the first box and either right-click and select Override or tap Ctrl+D on your keyboard.
  4. Ener the actual amount paid for the period
  5. Repeat the process for the other three periods
  6. Tap Step-by-Step where Forms used to be to return to the interview mode

Overriding entries will make your Oregon return ineligible for electronic filing. You'll need to mail in your return. You can still e-file federal.

 

An override will also void the 100% Accurate Calculation Guarantee.

 

 

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