Part year resident OR and FL

I'm a part year resident of Florida (no income tax) and Oregon, 6 months each. Regarding income to include in Oregon return, generally one can exclude income taxed by another state. Since Florida doesn't have an income tax, does that mean I have to include 100% of my income (ie, investment income, cap gains, retirement distributions in my part year resident return? That doesn't seem "fair."

521

Level 15

May 11, 2023 3:04:20 PM

If you are a part year resident of Oregon then you only report the income received on the Oregon return while you were a resident of Oregon.

Using TurboTax in the Personal Info section you indicate your resident state as of 12/31/2022. Then you indicate that you lived in another state in 2022 entering the date you moved to your resident state.

New Member

May 11, 2023 5:21:28 PM

Thanks. I found the allocation screens subsequent to my asking the question.

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Part year resident OR and FL