Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
rlavaran
Level 1

Do I include my husband 401k withdrawal in OR taxes? We live in WA state.I work and file OR-40-N(part-year).He is on SS benefits.Should we file separate?

If we have to pay OR tax on the 401k withdrawal, will my opening an IRA account offset the tax we have to pay, therefore, no tax due?

1 Best answer

Accepted Solutions
CarolynM
Level 1

Do I include my husband 401k withdrawal in OR taxes? We live in WA state.I work and file OR-40-N(part-year).He is on SS benefits.Should we file separate?

No, this is income attributable only to WA. You can still file jointly with only your Oregon income reported on OR 40-N. 

For more information on OR-40-N, follow this link: 

http://www.oregon.gov/DOR/forms/FormsPubs/publication-or-40-np_101-045_2017.pdf

View solution in original post

1 Reply
CarolynM
Level 1

Do I include my husband 401k withdrawal in OR taxes? We live in WA state.I work and file OR-40-N(part-year).He is on SS benefits.Should we file separate?

No, this is income attributable only to WA. You can still file jointly with only your Oregon income reported on OR 40-N. 

For more information on OR-40-N, follow this link: 

http://www.oregon.gov/DOR/forms/FormsPubs/publication-or-40-np_101-045_2017.pdf

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Manage cookies
v