Oregon Kicker not adding to refund?

[DaveF1006]

Did you perform these steps:

 Enter your kicker information into Turbo Tax, please log into your Turbo Tax account and do the following steps:

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 2018 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.

[karli40]

My Oregon Tax refund is the same amount as before my kicker. Its actually less than my kicker amount, not sure if I will get a seperate deposit for my kicker?

[karli40]

Same here, it should show itemized refun... one with the Oregon Refund, then a seperate line showing the Kicker amount and a total. I'm not seeing that anywhere. My Oregon refund is less than my kicker amount. 

[BillM223]

@karli40

Did you read my last comment above? It turns out that taxpayers who did their 2018 returns through TurboTax have the kicker calculated as soon as the state is started.

So, by the time you get to the screens that ask about the kicker as David pointed out, the kicker is already there. I even showed you how you could prove it to yourself.

The kicker appears on line 34 of the OR-40 and is added to your tax payments and refundable credit.

I have heard that some time ago, the kicker was paid separately, but now it is added to your tax return.

@sstatler

"there is no ability to add it on the kicker worksheet"

If you followed David's instructions, you would have seen the screens on which you would enter the kicker information. However, I did not do an Oregon return in January, so I can't be positive that they were there. 

I assume you have a copy of your 2019 Oregon return? What is the amount on line 34 on the OR-40?

[karli40]

I understand that, but my kicker amount says higher than what I did receive. I already received my deposit. and it is less than what my kicker was. So I didn't get any Oregon Refund or I owed?

Line 27 says '*Overpayment of tax. If line 29 is less than line 36, you overpaid.'  On my taxes line, 29 is less than line 36, by $XXX.  Line 34 on my 2019 return 568. wouldn't that be added to the 'overpaid' amount ($XXX) mentioned above?

[BillM223]

Line 34 is included in line 36. It is treated as if it were a tax payment.

If line 36 is smaller than your kicker, this means that you would have owed tax had you not gotten the kicker.

You are not guaranteed to get the kicker as a refund of you still owe tax above. Since the kicker is treated like a tax payment, you won't get any refund at all unless everything that goes into line 36 exceeds the tax due on line 29.

[sstatler]

No they were not there and as I explained nor was it imported. I opened a problem ticket with Turbo Tax, they resolved the problem.

[John1947]

Thank you for your reply regarding the OR kicker problem. It would be great if I could send a message to TurboTax regarding the above. In lieu of that, I decided that I will run the state return, add the kicker amount by hand then, use white out tape to the refund amount and add the the kicker to the refund amount.

[Cmunch2020]

i am having the same issue.. my kicker amount is bigger then the amount i over paid to the state yet i did not get my kicker amount added when i filed my taxes

[MaryK4]

See DaveF1006's answer at How do I get my Oregon Kicker check? It didn't get added to my state return. Did I do something wron...

@Cmunch2020

[sstatler]

For my missing and not imported information for the kicker tax, I found the solution is return to the oregon state tax and selecting "Go Over Oregon Again" (this shows up after you select the state then accept the form). Do not try to find it below with "Credits and Taxes" as it is not there, start over. Select 'Done with Income" and now there is a full header and box with the Kicker Tax in a bright blue. Select edit and I found that I could enter my 2018 tax liability (it was blank as I knew by the Oregon Kicker worksheet which cannot be edited). 

[VT33]

Super helpful! Thanks!!

[BManTurian]

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