Oregon State taxing my social security

[thompms]

I moved to Oregon from Washington State in October 2024.  I received 3 months of social security after I moved to Oregon.  On the Turbotax "identifying Oregon source income" page it shows the full year social security  taxable amount in the federal column.  Am I supposed to enter the federally taxed amount for the three months I lived in Oregon, or do I enter $0 since Oregon does not tax social security.  If I do the former, turbotax taxes it.  If I enter $0 it does not tax it.  If I enter the 3 month amount, where does it get subtracted?

[xmasbaby0]

There are nine states that tax Social Security benefits.  Oregon is not one of them.

Colorado, Connecticut, Kansas, Minnesota,, Montana,, New Mexico, Rhode Island, Utah, and Vermont 

[thompms]

I understand that Oregon does not tax social security.  Why is turbotax asking for the Oregon portion of my taxable social security in the Oregon State Tax portion of this year's App?  On the Turbotax page entitled "Oregon Source Income and Adjustments" the last line is entitled "Unemployment. Social Security, and Other taxable income".  The full year taxable amount of my social security is pre-entered in the federal column and the Oregon column expects me to enter something.  If I enter 3 months of my taxable social security in that box Turbotax taxes it.  Is this a bug in the Oregon state tax portion of Turbotax or am I missing something?

[BrittanyS · Accepted solution]

Since Oregon does not tax social security, you would not list the 3 months of Social Security received while you lived in Oregon.  To correct in TurboTax you would enter 0 for the Oregon portion of federally taxable social security income.

Per the Oregon Department of Revenue, "Oregon doesn’t tax your Social Security benefits. Any Social Security benefits included in your federal adjusted gross income (AGI) are subtracted on your Oregon return."

@thompms 

• Is Social Security Taxable in Oregon?
• OR-40-P Instructions