Retirement tax questions

For Oregon........you can have an OR income deduction for your Federal tax liability.   (only a few states allow this)

 

Oregon adjusts the initially calculated Federal tax liability by the amount of Federal stimulus (and a few other things).....so, you may be getting a lower deduction from OR income for that reason alone.   ( that worksheet is on page 65&66 of the 2020 OR tax instructions ).

 

2020 Publication OR-17, Oregon Individual Income Tax Guide, 150-101-431

 

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For the Federal tax return, you'd need to print out the 2020 Fed forms and compare them carefully to a print-out of your 2019 forms...and compare them side-by side to see if there is a section with an unexplained change from 2019...then go look at suspect sections to see if you've entered everything properly.

 

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Sometimes state values don't change immediately with a change in the Federal section....until you step thru the state section too.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*