2nd state

[mjckhc]

I have the turbo tax desk top advantage premier download and need to add a 2nd state being Oregon as moved from CA to Oregon in November of 2024. What is the procedure to add the 2nd state and can I call Turbo Tax to do it over the phone, Also will my federal tax carry over to Oregon return or what happens then. What do I need also to fill out the Oregon return as myself and my wife are retired and income from social security and pensions. When would I do this as haven't started taxes yet. Thanks and am waiting for your response.

[KrisD15]

For the Desktop versions, you can select the "State Tax" tab on the top of the home screen. If you reported that you lived in both California and Oregon, the software will suggest you file for those states. If the program doesn't suggest one or the other, you can select "Choose Another State" to generate the state you want. 

First you will fill in everything for the Federal return. 

You will then do a Part-Year Resident state return for California and a Part-Year Resident state return for Oregon.

Since you moved from California to Oregon, do the California return first. 

TurboTax will ask you to allocate your income between the two states. 

Allocate the amount of pension and Social Security by what was received while living in each state. 

If you have TurboTax Desktop, you can start right now. 

[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.

Mark Charnow

[AmyC]

CA and OR are very different in the way taxes are done and you are on a learning curve. For the OR return: 

1. you will select part year 
2. see a screen to make adjustments for the OR income. 
   • The screen will show your forms of income so you can determine how much was made in OR. 
   • You may get dividends quarterly and your Social Security monthly. Divide up the numbers to show the OR portion.
3. After that you can go through the OR taxes and credits.

For the CA return:

1. You will enter part year resident and the dates
2. You will go through all the screens you are used to seeing
3. Nonresident adjustments screen and series of questions, answer all and adjust amounts as needed.

You've got this and we are here to help!

[mjckhc]

Hello:

I received an email that social security needs to be entered in my federal return. Neither CA nor OR tax social security so there is no issue with social security in those states. I think pensions are taxed am I right or does that just entered in Federal form like always. The forms of income we have are social security, pensions, ira distributions, investment income and we're retired so no wages or no w2s. So with no state taxes in social security do I still need to enter it plus do I need to enter Pensions and if so as take 10% federal taxes off that would I need to enter that in each state as the pension in Oregon would be for 1 month only and is . How would if I need to report that would I do as again total takes off taxes--.  Since my wife and I file jointly what would I put down for pensions, Do I add the totals together and what about the tax amount. 

[DianeW777]

Yes, you must enter the income for each spouse for each type of income. Do not combine them when entering the information. All income must be entered into your federal return. The return information will flow from the federal to the states automatically. If the states do not tax social security it would automatically be removed on your state returns. As far as the other income, (retirement, IRAs, investments), when you get to your state returns you will adjust the amounts so the correct amount is taxed during your residency period.

Follow the steps provided by @AmyC to enter the correct income for each state.

@mjckhc