topic 2025 OR does not import HSA or IRA amounts from Federal in Get your taxes done using TurboTax

2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Wed, 18 Feb 2026 23:04:26 GMT

Using TurboTax Online. The information is entered in the Federal return, but the OR form 40P shows blank in the Federal column. I can input the amounts manually but it says it needs to match the Federal column, which is not editable. How can I resolve this?

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Thu, 19 Feb 2026 19:10:44 GMT

I have cleared cookies, used a different browser and rebooted...no change. I think this is a bug. Can I please have some help?

Re: 2025 OR does not import HSA or IRA amounts from Federal

BillM223 — Thu, 19 Feb 2026 23:30:52 GMT

I see the adjustment for your IRA on 40-P, but on what line is the adjustment for the HSA? Also, which type of HSA contribution is this: the payroll deduction (W-2, box 12, code W) or the direct contribution to the HSA custodian (line 13 on Schedule 1, form 1040)?

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Fri, 20 Feb 2026 01:19:04 GMT

Thank you for your reply! The HSA amount should be $4850, direct contribution, and it is entered correctly on the Oregon side but nothing in the Federal side field. This is the worksheet section just below line 26 on OR-40P. IRA is line 21 of Form 40P, should be $8000 and is also correct on the Oregon column but missing on the Fed side. I will try to post screenshots separately below if I can.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Fri, 20 Feb 2026 01:18:00 GMT

Re: 2025 OR does not import HSA or IRA amounts from Federal

DaveF1006 — Fri, 20 Feb 2026 14:40:17 GMT

Try these three methods in the order given to see if this will clear the error.

Go back to the Federal tab.
Navigate to Wages & Income (or any section with a number).
Click Edit on a small entry (like $10 of interest). Change it to a different number,
This forces the TurboTax to run a full recalculation.
Immediately go back to the State tab and revisit the Oregon section. This often forces the Federal Column on the 40-P to "wake up" and populate.
Close your return to save the change
Open it back to reinsert the change you made in step 3.

If this doesn't work, try this.

In the left-hand menu, select Tax Tools > Tools.
Select Delete a form.
Find Form 8889 (for HSAs) and the IRA Contribution Worksheet
Delete them. (Don't worry, your W-2 data stays, but the calculation forms reset).
Close the program and then open it back up again. this will save the change.
Go back to the Federal interview and quickly re-step through the HSA and IRA sections.
Once finalized, return to the Oregon state return. The fresh forms often link correctly where the old ones failed.

This third step is to be used if the other two fail.

Go to your State interview Tab. Select the trash icon and remove the state return
Sign out of TurboTax
Clear your cache and cookies.
Now log back again and restart your State interview. it should now successfully pull the data from the federal return into your Oregon state return.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Sat, 21 Feb 2026 20:14:17 GMT

Thank you for this! The first two did not work but the third one did. Hopefully this will help anyone else struggling with OR forms.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Mon, 16 Mar 2026 23:07:50 GMT

So I just received a bill from Oregon Dept of Revenue. They adjusted my return because a previously taxed employee retirement plan contribution of $3891 did not meet the proper conditions. Turbotax included this amount on Schedule OR-ASC, Section B7. It shows a code of 327. I don't know where this number even came from and I don't know if it is an error in Turbotax or an entry error on my part. Please advise!

Re: 2025 OR does not import HSA or IRA amounts from Federal

DaveF1006 — Tue, 17 Mar 2026 19:22:15 GMT

To clarify, did you live in any other states or file any other state tax returns this year other than Oregon?

Trixie@home

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Tue, 17 Mar 2026 19:24:33 GMT

Yes, we lived in Arizona until mid May and filed an AZ return as well.

Re: 2025 OR does not import HSA or IRA amounts from Federal

BillM223 — Tue, 17 Mar 2026 20:18:14 GMT

I can't find a code 327 in the Oregon instructions. There is a code 325 (Schedule OR-ASC-NP filers only), however, is this what you meant?

Code 325 refers to an Oregon state tax refund.

Which number are you wondering about? The 327? or the $3,891?

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Tue, 17 Mar 2026 20:25:02 GMT

Both. This is a screenshot of the relevant section of the OR-ASC form. It is literally the only thing on it, everything else is blank. This number then showed up on line 13 of the OR-40.

Re: 2025 OR does not import HSA or IRA amounts from Federal

BillM223 — Tue, 17 Mar 2026 20:50:10 GMT

Ah. The solution was not in the Oregon instructions, but in Publication OR-CODES, Numeric Codes for Oregon Adjustments, Additions, Subtractions, Modifications, and Credits for tax year 2025.

As you can see in this document, code 327 refers to "Previously taxed employee retirement plan contributions".

What I am reading suggests that the 3,891 was a retirement distribution that was taxed in another state but not in Oregon.

In the Oregon interview, look for the screen titles "IRA and Pension Distributions". Did you check off "some or all of our IRA or pension withdrawals were taxed by another state". If you check this and hit Continue, the next screen asks "Report Pension Amount". Did you perhaps put 3,891 here?

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Tue, 17 Mar 2026 21:05:17 GMT

I can’t see the interview anymore since the returns were filed, but yes, my husband has a pension paid monthly which is taxed as ordinary income. So I apportioned the amounts based on how long we resided in each state. This amount would be the payments received after we moved to Oregon, which were not taxed by Arizona but possibly would be taxed by Oregon.

Re: 2025 OR does not import HSA or IRA amounts from Federal

BillM223 — Wed, 18 Mar 2026 02:06:10 GMT

"So I apportioned the amounts based on how long we resided in each state. " So that's where the $3,891 came from: approximately one-half of the $8,000 IRA contribution.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Wed, 18 Mar 2026 02:10:55 GMT

No, it was exactly five months of pension. The IRA was not an employee retirement contribution plan, it was opened in October after my husband retired, and we made a one time contibution to it of $8000. He did not have an IRA as an employee, but his pension was from a prior employer.

Re: 2025 OR does not import HSA or IRA amounts from Federal

BillM223 — Wed, 18 Mar 2026 02:18:36 GMT

That's what I get for guessing on a return that I cannot see. 🙂

I take it that your original issue of the amounts in the federal column disappearing resolved itself? My test worked just fine.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Wed, 18 Mar 2026 02:20:37 GMT

Yes, that did work, thank you! This letter from the tax people was a surprise and I’m trying to figure out if it as an error I made, a bug in the software, or something else.

Re: 2025 OR does not import HSA or IRA amounts from Federal

Trixie@home — Fri, 20 Mar 2026 17:35:14 GMT

Any update on this issue?

Re: 2025 OR does not import HSA or IRA amounts from Federal

MarilynG1 — Fri, 20 Mar 2026 22:43:52 GMT

You should have contact info on the letter you received where you can explain that you apportioned pension income between two states lived in during 2025. There are screens in the interview where you most likely did this. If you used TurboTax Online, under 'Tax Returns and Docs' you can choose 'Add a State' to re-open a filed return.

Here's more info on How to File a Part-Year Resident Return.

Trixie@home