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fiddle1
New Member

Part-year resident of Illinois Filing jointly in Oregon

My husband moved from Illinois to Oregon in 2019, worked for the summer and then was a student. He is now an Oregon resident. I was a resident of Oregon for the full year. We're filing jointly this year for the first time. When he indicated that he was a part-year resident of Illinois, the Oregon taxes jumped way up, from owing about $50 to about $700. Why is this? Would it be better to file state taxes separately?

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Anonymous
Not applicable

Part-year resident of Illinois Filing jointly in Oregon

since your were an Oregon resident for all of 2019 and he was a resident of iLLinos for only part of the year.  Illinois should reflect only his Illinois income for that part of the year.   there is no credit for this on your oregon return.

 

your oregon return should reflect your income for the whole year and his for that which he earned after he left illinois. 

 

 

the jump in taxes may have resulted in changing him to part year Illinois resident.  TT may have computed Oregon taxes assuming he was a full year Illinois resident and you would have gotten credit for the Illinois taxes.  indicating he was a part year illinois  resident and that credit properly goes away.

 

make sure you use the correct oregon form

Part-year residents

You're a part-year resident if you move into or out of Oregon during the tax year. You'll use Form OR-40-P if any of these are true:

  • You're a part-year resident.
  • You're filing jointly and, between you and your spouse, one of you is a full-year Oregon resident and the other is a part-year resident.
  • You're filing jointly and both you and your spouse are part-year Oregon residents.
  • You qualified as an Oregon resident living in a foreign country for part of the year

 

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