DaveF1006
Expert Alumni

State tax filing

 

Instead of issuing a Kicker check in 2019, the State of Oregon will issue the credit on your Oregon State Tax return. If you are eligible for the Kicker Credit, Turbo Tax will determine what the amount of your credit is.

 

According to the following  link, the kicker credit is available for 2019.  This State of Oregon document explains how the credit is determined. Here are the highlights of the document:

 

1) To calculate the amount of your credit, multiply your 2018 tax liability before any credits—line 22 on the 2018 Form OR-40—by 17.171 percent according to OR-40 full year instructions.  This information is found on page 16 in this link

 

2) Taxpayers who claimed a credit for tax paid to another state will need to subtract the credit amount from their liability before calculating the credit. This is if you filed a state return in any other state besides Oregon.

Turbo Tax will perform any subtractions

 

3) You're eligible to claim the kicker if you filed a 2018 tax return and had tax due before credits. Even if you don't have a filing obligation for 2019, you still must file a 2019 tax return to claim your credit.  Please review this link on page 17 for detailed instructions on how your kicker credit is determined. you don't need to do any calculations. Turbo Tax will determine this for you.

 

Lastly, to enter your kicker information into Turbo Tax, please log into your Turbo Tax account and perform the following steps:

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 2018 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.

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