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TY2022: Filing for Oregon county, Tri-met, and city taxes not completed (user error)

I've completed my federal and state (Oregon) taxes and filed them. However, none of my county (Multnomah), Tri-met (tri-metropolitan-county) or city (Portland) taxes were completed. In past years, Turbotax Deluxe + state completed all of those. How do I force TurboTax to complete those? 

I can open the raw forms (eg, form OR-TM), and manually plug in values, but the values don't flow through to lines that depend on them. Some lines (eg, OR-TM line 4 "Less: exclusion") can't be modified at all. 

The forms for these new Metro taxes appear to be missing entirely, even the raw forms:
"Combined Metro Supportive Housing Services (SHS)"
"MultCo Preschool for All (PFA) Tax Return"


Help! Getting close to due date!

I'm using WinPerRelease version [phone number removed], freshly updated with Oregon patches, for TY2022
[The forum server removed the version number; here it is, obfuscated:
022 dot 000 dot 0587]

Forms which Turbotax Deluxe + state (Oregon) completed correctly in 2017, 2018, 2019, 2020, and 2021:
Form SP "Combined tax return for individuals, Multnomah business income tax, City of Portland business license tax

Form Arts "Arts income tax return"
Form OR-TM "Tri-county metropolitan transport district self-employment tax"


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1 Best answer

Accepted Solutions
ErnieS0
Expert Alumni

TY2022: Filing for Oregon county, Tri-met, and city taxes not completed (user error)

You can prepare Tri-Met and City of Portland returns in TurboTax CD/Download.

 

  1. In the Oregon section, go to “A few things before we wrap up your state taxes”
  2. Select Additional Forms (Forms TM and LTD, ARTS, Form SP)
  3. Select the appropriate returns

I am unclear when you say “the values don’t flow through to lines that depend on them.” You specifically mention OR-TM line 4. That is limited to $400 which TurboTax correctly calculates on my return.

 

You can use Forms mode to make additional entries and changes.

 

Tap Forms in the upper right corner and click on the appropriate form in the left column.

 

When you are through, tap Step-by-Step where Forms used to be to return to the interview mode

 

You can override fields in you wish by right-clicking in the box and selecting Override or typing Ctrl-D on your keyboard. An override will prevent e-filing (which would not matter since the local forms will have to be mailed. They also void the 100% Accurate Calculation Guarantee.

 

TurboTax does not support the Metro Supportive Housing Services (SHS) Personal Income Tax and Multnomah County Preschool for All (PFA) Personal Income Tax.

 

To file a SHS or PFA return or make a payment, go to Personal Income Taxes (SHS/PFA) at Portland Revenue Online.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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2 Replies
ErnieS0
Expert Alumni

TY2022: Filing for Oregon county, Tri-met, and city taxes not completed (user error)

You can prepare Tri-Met and City of Portland returns in TurboTax CD/Download.

 

  1. In the Oregon section, go to “A few things before we wrap up your state taxes”
  2. Select Additional Forms (Forms TM and LTD, ARTS, Form SP)
  3. Select the appropriate returns

I am unclear when you say “the values don’t flow through to lines that depend on them.” You specifically mention OR-TM line 4. That is limited to $400 which TurboTax correctly calculates on my return.

 

You can use Forms mode to make additional entries and changes.

 

Tap Forms in the upper right corner and click on the appropriate form in the left column.

 

When you are through, tap Step-by-Step where Forms used to be to return to the interview mode

 

You can override fields in you wish by right-clicking in the box and selecting Override or typing Ctrl-D on your keyboard. An override will prevent e-filing (which would not matter since the local forms will have to be mailed. They also void the 100% Accurate Calculation Guarantee.

 

TurboTax does not support the Metro Supportive Housing Services (SHS) Personal Income Tax and Multnomah County Preschool for All (PFA) Personal Income Tax.

 

To file a SHS or PFA return or make a payment, go to Personal Income Taxes (SHS/PFA) at Portland Revenue Online.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

TY2022: Filing for Oregon county, Tri-met, and city taxes not completed (user error)

@ErnieS0, thanks very much ... that worked like a charm! I must have been moving too fast through that page.

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