evelynm
Employee Tax Expert

Retirement tax questions

To claim the credit:

  1. Open your state return. 
  2. On the screen Here's the income that Oregon handles differently, click done with income.
  3. Continue to the screen Take a look at Oregon credits and taxes.
  4. Click Start next to Oregon surplus (Kicker) credit..

 

Taxpayers are eligible to claim the kicker if they filed a 2022 tax return and had tax due before credits. Even taxpayers who don't have a filing obligation for 2023, still must file a 2023 tax return to claim their credit.

myoregon.gov

 

Another expert provided this information - here is the link for further details if needed:

Oregon 2023 Kicker 

Have an amazing day. Evelyn M (CPA 20+ years)
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