Is the Oregon kicker rebate included in the current return calcuations?

[howellses]

Since the Oregon form isn't available for review yet, I can't tell if the kicker refundable credit is included in the calculations.

[BillM223]

As you see, some of the Oregon forms are not yet available in TurboTax. Until they are, results are unpredictable. The scheduled dates of availability are subject to change, so please watch this page for Tax Form Availability.

I assume the kicker will be there, based on previous years of testing for it, but we in the Community will also have to wait with you until all the forms are available.

[fanfare · Accepted solution]

There is no kicker this year.

That was last year.

@howellses 

[howellses]

Aha!   Being a recent(ish) transplant, I didn't realize until today that the kicker, like the State budget cycle, is on a two-year cycle, not annual.  This DOR page (https://www.oregon.gov/dor/programs/individuals/Pages/Kicker.aspx) explains it very clearly.

Thank you for getting me on the right path!

[howellses]

For the benefit of those coming along into the discussion later, the assumption is incorrect; if triggered, the kicker is only available in odd-numbered tax years.  See https://www.oregon.gov/dor/programs/individuals/Pages/Kicker.aspx.

[Johnw47]

The problem is that TurboTax gives no hint that there is something missing in the Oregon state return that results in the kicker not being applied. So an Oregon user unknowingly can complete and file their return without getting the kicker credit. I don't know how they can recover it without filing an amended return, if they even figure out that they didn't get it. TurboTax must fix this now or warn Oregon users of the problem. It seems like not a year goes by that I don't encounter a software problem with TurboTax.

[Johnw47]

This is not accurate. The kicker is based on the 2022 tax paid and is credited against the 2023 tax owed. As far as I can tell, though, TurboTax is no applying the kicker for some reason.

[Johnw47]

My last post was incorrect. TurboTax does apply the kicker. It’s included as a refund or credit in the state summary. I apologize for my hysteria. 

[midgenelson]

I do not see the Oregon kicker applied, and I can't see the returns until I pay for the state return. I don't want to pay for it unless I know it is correct. Once I went through the kicker pages, the taxes owned number did not change despite a $924 kicker due.

I also do not see where my pre-payments from IRA distributions have been applied in 2023 but I see them in 2022 comparison chart.  I don't want to pay extra to talk to someone to get the corrections done. Do I just go to another tax software and dump Turbo Tax? 

[DaveF1006]

It depends. Changing software is a personal decision for you to make as we are not allowed to make that decision for you. To claim the kicker credit. 

1. Select state in the left navigational pane.
2.  Once you make the selection, Turbo Tax, will transfer the information in your federal return to your state return.
3. Next screen will ask you what Oregon return you wish to file. If you were a full year resident, you will select full year Oregon Resident return. Press Continue
4. Press continue on the next screen
5. Press Done with Income on the screen that says, Here's the income that Oregon handles differently.
6. The very next screen will begin the interview questions to see if you are eligible for the kicker credit. This is going to ask you questions about your 2022 Oregon return to see if you are eligible for the credit. if you are eligible for the credit, Turbo Tax will determine the amount of credit you are eligible for. 
7. If you were eligible, Turbo Tax will announce that you qualify and the amount of the credit. see screenshot below.
8. The credit is dependent on the amount of tax liability on your 2022 return. If you had no tax liability in 2022, you are not eligible for the credit.

As far as the second part of your question, if you are referring to your own contributions made to the IRA, this can be found by going to:

1. Tax Tools
2. Tools
3. View Tax Summary
4. Look for preview my 1040 in the left navigational pane in your return.
5. Scroll down to Part 11 line 20 to see if there is an amount reported in that Box. if not, go back the area where you reported this an make any corrections that are necessary.