2 state taxes

[mjckhc]

Thank you for responding.  Do have some other questions; You said that i had to allocate to each state CA and Oregon for social security and pension. On social security and pensions my wife and I were also doing 10% federal taxes on both social security and pension. Do we add that also. Also do we do the same on form 1098 for mortgage interest doing that on CA and Oregon. Then do we when putting our Social security do we for example on Oregon which would be November and December would we add both our social security together and put that in 1 lump sum and the taxes as one lump sum as we file jointly.

Thanks and sorry about all the questions.

[MaryK4]

You do not have to enter the federal withholding for the allocation.  You will want to do the mortgage interest allocation by percentage of time or amount paid for each location, and the social security total is the same allocation.  Oregon will have total reported on the 1040, you can just apply the percentage of time you lived in Oregon to get the Oregon amount.

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