topic Pay capital gains to Oregon in State tax filing

Pay capital gains to Oregon

danlhsb1012 — Tue, 10 Feb 2026 10:11:10 GMT

We are full time residents of Texas and sold a house in Oregon in August 2023. At the closing, the agent withheld our Oregon capital gains taxes and sent them to the state government. I think we need to file Oregon state income tax forms to report the capital gains taxes that were withheld. Has anyone had a similar experience? I called Oregon department of revenue but all they could tell me was to fill out form OR-40-N for nonresidents. The form is 11 pages and it seems like a lot of effort to just report the already collected Oregon capital gains. Any recommendations for where I can get some quality assistance? Can the Turbo-Tax people help me with this? Other ideas? Thanks for any and all help!

Re: Pay capital gains to Oregon

TomD8 — Tue, 09 Jan 2024 17:39:11 GMT

Oregon law requires non-residents to file an Oregon tax return if their "income from Oregon Sources" (such as your capital gain) exceeds the amount shown in this chart:

Part year and nonresident
Your filing status is	And your Oregon gross income is more than
Single	$2,605
Married filing jointly	$5,210
Married filing separately (If spouse claims standard deduction)	$2,605
Married filing separately (If spouse itemizes deductions)	$0
Head of household	$4,195
Qualifying surviving spouse	$5,210

Showing 6 out of 6 items

https://www.oregon.gov/dor/programs/individuals/Pages/file-requirements.aspx#part

You can use TurboTax to file a non-resident Oregon return if you must file one. In the Personal Info section of TT, just enter TX as your state of residence, and indicate that you had other state income from OR. This will prompt the program to generate the appropriate OR tax return form.

The reason for this requirement is that the amount of tax you actually owe to Oregon is not necessarily the same as the amount that was withheld at closing.

Re: Pay capital gains to Oregon

Hal_Al — Tue, 09 Jan 2024 20:46:13 GMT

For how to enter the withholding, in TurboTax, see a similar question here:

https://ttlc.intuit.com/community/tax-credits-deductions/discussion/re-filing-non-resident-return-for-earnings-from-a-sale/01/1213607/highlight/false#M130106