Thank you John for the additional comments. I think Turbo Tax is Great and have been using it for years. When I was a California resident, TT would walk me through the capital loss carryforward scenario. I had to manually add back the capital loss carryforward ($3,000) for Oregon along with the capital gain and capital gain distributions that were offset on the federal return but had to be included on the Oregon return. I double checked the Oregon return by running the numbers thru an Excel spreadsheet.
If the TT Oregon state software could include a question section to address this type of situation i.e. "is the capital loss carryforward attributable to Oregon sources - yes or no? Was the taxpayer an Oregon resident when the loss was incurred - yes or no? Something along those lines would be very helpful.
Can you forward this to the appropriate department? Thanks Again!
