We are full time residents of Texas and sold a house in Oregon in August 2023. At the closing, the agent withheld our Oregon capital gains taxes and sent them to the state government. I think we need to file Oregon state income tax forms to report the capital gains taxes that were withheld. Has anyone had a similar experience? I called Oregon department of revenue but all they could tell me was to fill out form OR-40-N for nonresidents. The form is 11 pages and it seems like a lot of effort to just report the already collected Oregon capital gains. Any recommendations for where I can get some quality assistance? Can the Turbo-Tax people help me with this? Other ideas? Thanks for any and all help!
Oregon law requires non-residents to file an Oregon tax return if their "income from Oregon Sources" (such as your capital gain) exceeds the amount shown in this chart:
| Your filing status is | And your Oregon gross income is more than |
|---|---|
| Single |
$2,605 |
| Married filing jointly |
$5,210 |
| Married filing separately (If spouse claims standard deduction) |
$2,605 |
| Married filing separately (If spouse itemizes deductions) |
$0 |
| Head of household |
$4,195 |
| Qualifying surviving spouse |
$5,210 |
For how to enter the withholding, in TurboTax, see a similar question here: