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I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

What section do I upload an exception letter?
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DanielV01
Expert Alumni

I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

@breannashores If you notice the document link that @xmasbaby0 provided, Oregon does not treat your income earned while you have been telecommuting from Washington as taxable to Oregon if you are a Washington resident.  If Oregon tax has already been withheld from any income, however, you will need to reconcile this through the tax return.  On the Oregon nonresident return, your income reported to Oregon on your W2 will pre-populate.  However, you will be provided a box to override that entry.  

 

In that box, you will input the actual amount of income you earned while working physically, not remotely, in Oregon.  If your company has that information, that would be the best.  If you are able to track it yourself (perhaps using your pay stubs throughout the year as a guide), then you can use that number.  Either way, the tax withheld on income earned while working from home should be refunded to you.

 

A certificate won't help if the tax has already been withheld.  A certificate will allow your company to stop withholding Oregon tax while you are working from home, and does not need to be provided with the tax return.  In fact, if you choose to e-file (once the e-filing season opens in 2020) the 2020 return, you do not need to "automatically" provide documentation unless and until Oregon asks for it.  Then you can submit your proof of the amounts you claim.

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4 Replies

I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

You may find this helpful---scroll down to the information about Oregon

 

https://www.hodgsonruss.com/assets/htmldocuments/Telecommuting_5.22.20.pdf

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Hal_Al
Level 15

I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

You can not upload attachments in TurboTax.  If you want to include an attachment, you have to mail in your state return.

DanielV01
Expert Alumni

I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

@breannashores If you notice the document link that @xmasbaby0 provided, Oregon does not treat your income earned while you have been telecommuting from Washington as taxable to Oregon if you are a Washington resident.  If Oregon tax has already been withheld from any income, however, you will need to reconcile this through the tax return.  On the Oregon nonresident return, your income reported to Oregon on your W2 will pre-populate.  However, you will be provided a box to override that entry.  

 

In that box, you will input the actual amount of income you earned while working physically, not remotely, in Oregon.  If your company has that information, that would be the best.  If you are able to track it yourself (perhaps using your pay stubs throughout the year as a guide), then you can use that number.  Either way, the tax withheld on income earned while working from home should be refunded to you.

 

A certificate won't help if the tax has already been withheld.  A certificate will allow your company to stop withholding Oregon tax while you are working from home, and does not need to be provided with the tax return.  In fact, if you choose to e-file (once the e-filing season opens in 2020) the 2020 return, you do not need to "automatically" provide documentation unless and until Oregon asks for it.  Then you can submit your proof of the amounts you claim.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I live in Washington state and work in Oregon. Since COVID hit in March I have been working from home. Since I am now working in WA I can get an exception letter from my payroll department concerning

Thank you, this makes sense! And I'm glad I'll be able to file using the app. 

I appreciate your helpful response. 

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