DaveF1006
Expert Alumni

State tax filing

It depends. Changing software is a personal decision for you to make as we are not allowed to make that decision for you. To claim the kicker credit. 

 

  1. Select state in the left navigational pane.
  2.  Once you make the selection, Turbo Tax, will transfer the information in your federal return to your state return.
  3. Next screen will ask you what Oregon return you wish to file. If you were a full year resident, you will select full year Oregon Resident return. Press Continue
  4. Press continue on the next screen
  5. Press Done with Income on the screen that says, Here's the income that Oregon handles differently.
  6. The very next screen will begin the interview questions to see if you are eligible for the kicker credit. This is going to ask you questions about your 2022 Oregon return to see if you are eligible for the credit. if you are eligible for the credit, Turbo Tax will determine the amount of credit you are eligible for. 
  7. If you were eligible, Turbo Tax will announce that you qualify and the amount of the credit. see screenshot below.
  8. The credit is dependent on the amount of tax liability on your 2022 return. If you had no tax liability in 2022, you are not eligible for the credit.

As far as the second part of your question, if you are referring to your own contributions made to the IRA, this can be found by going to:

 

  1. Tax Tools
  2. Tools
  3. View Tax Summary
  4. Look for preview my 1040 in the left navigational pane in your return.
  5. Scroll down to Part 11 line 20 to see if there is an amount reported in that Box. if not, go back the area where you reported this an make any corrections that are necessary.

 

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