2nd state

Forum|Forum|1 year ago
March 16, 2025
1 reply
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I have the turbo tax desk top advantage premier download and need to add a 2nd state being Oregon as moved from CA to Oregon in November of 2024. What is the procedure to add the 2nd state and can I call Turbo Tax to do it over the phone, Also will my federal tax carry over to Oregon return or what happens then. What do I need also to fill out the Oregon return as myself and my wife are retired and income from social security and pensions. When would I do this as haven't started taxes yet. Thanks and am waiting for your response.

TurboTax Premier Online

KrisD15

Level 15

For the Desktop versions, you can select the "State Tax" tab on the top of the home screen. If you reported that you lived in both California and Oregon, the software will suggest you file for those states. If the program doesn't suggest one or the other, you can select "Choose Another State" to generate the state you want.

First you will fill in everything for the Federal return.

You will then do a Part-Year Resident state return for California and a Part-Year Resident state return for Oregon.

Since you moved from California to Oregon, do the California return first.

TurboTax will ask you to allocate your income between the two states.

Allocate the amount of pension and Social Security by what was received while living in each state.

If you have TurboTax Desktop, you can start right now.

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mjckhcAuthor

Level 2

Thank you for responding. Do have some other questions; You said that i had to allocate to each state CA and Oregon for social security and pension. On social security and pensions my wife and I were also doing 10% federal taxes on both social security and pension. Do we add that also. Also do we do the same on form 1098 for mortgage interest doing that on CA and Oregon. Then do we when putting our Social security do we for example on Oregon which would be November and December would we add both our social security together and put that in 1 lump sum and the taxes as one lump sum as we file jointly.

Thanks and sorry about all the questions.

Mark Charnow

AmyC

Level 15

CA and OR are very different in the way taxes are done and you are on a learning curve. For the OR return:

you will select part year
see a screen to make adjustments for the OR income.
- The screen will show your forms of income so you can determine how much was made in OR.
- You may get dividends quarterly and your Social Security monthly. Divide up the numbers to show the OR portion.
After that you can go through the OR taxes and credits.

For the CA return:

You will enter part year resident and the dates
You will go through all the screens you are used to seeing
Nonresident adjustments screen and series of questions, answer all and adjust amounts as needed.

You've got this and we are here to help!