topic OR state tax refund in State tax filing

OR state tax refund

gdavault — Fri, 29 Jan 2021 17:37:31 GMT

I live in WA state and work for an OR based company. I have been working from home for several months but have still been paying OR state tax. How, if possible, do I get the money money back from OR since I was not physically working in the state? Have looked for forms and such but have had no luck.

Thank you.

Re: OR state tax refund

TomD8 — Fri, 29 Jan 2021 17:49:37 GMT

You must file an non-resident Oregon tax return. In TurboTax, allocate to OR only the portion of your income that you earned by physically working inside OR. OR will refund any excess withholding to you.

Re: OR state tax refund

gdavault — Mon, 01 Feb 2021 20:49:42 GMT

I have not attempted doing my taxes yet as I am still waiting for documents. I do not understand when you say 'allocate to OR only the portion...'. Is this done with a separate form or merely entering data that will ultimately conflict with my W-2? I have the # of days I was physically in OR so getting my total for OR state taxable income is easy but, as I mentioned earlier, how/will I be able to enter these #'s into TurboTax without any red flags popping up? Thank you for your help

Re: OR state tax refund

TomD8 — Tue, 02 Feb 2021 16:12:00 GMT

You are correct that, if your W2 and your tax return do not match up, a red flag is likely to be raised, especially if you e-file your OR return.

My suggest is that you edit Box 16 of your W2 so as to reflect your actual OR income, then print and mail your OR return along with a note of explanation.

How do I change my W-2 info in TurboTax? (intuit.com)

Re: OR state tax refund

gdavault — Tue, 02 Feb 2021 17:14:04 GMT

Thanks so much!