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Make sure you have your birthday entered correctly and your 1099-R forms are fully entered in the federal retirement section. Where do I enter a 1099-R?
If your service was before and after October 1, 1991, you can subtract a percentage of your pension income based on the number of months of service before October 1, 1991 divided by the total number of months of service. This percentage does not change from year to year.
When you go through the Oregon return, you will be asked about these pension distribution adjustments. On the screen titled Here's the Income that Oregon handles differently, select the IRA and Pension Distribution Adjustments option under Retirement. On the next screen, place a checkmark in the box next to I received federal pension income for federal service before October 1, 1991. The following screens will generate the subtraction.
This process looks familiar for the downloaded app. I switched this year to the online app and did not see these same screens and choices. I ended up going back to the Oregon return after I was done and finally got the screens that allowed me to enter dates and points. This option was not provided during my first pass through.
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