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Level 1
posted Apr 18, 2022 9:44:50 AM

Do I have to file a non-resident Oregon return if I signed up for health insurance through the Oregon marketplace?

I'm a California resident going to school year round in Oregon. I'm not working, so I don't have earned income, but I have passive income from stocks and bonds. I am filing a California state return but my understanding is that because I did not earn any wages in Oregon, I do not have to file an Oregon non-resident state return.

When in California, I had health insurance through Covered California. When I got to Oregon, I signed up for local health insurance through the Oregon marketplace exchange. Because I'm now receiving health insurance through the Oregon marketplace, do I have to file an Oregon non-resident state return? Will this affect my California state return in any way?

0 2 497
2 Replies
Expert Alumni
Apr 18, 2022 9:59:59 AM

No, if you do not have income, having insurance is not listed as one of the requirements for filing a Non Resident Oregon tax return. 

 

Level 1
Apr 21, 2022 9:22:43 AM

Thanks. Does this affect my California state return though? California has Form 3853 for Health Coverage Exemptions and Individual Shared Responsibility Penalty I have to file to calculate a penalty if I didn't have health insurance coverage. But my health insurance is through the Oregon marketplace not Covered California. I can't find anything in the instructions for Form 3853 about what to do if my health insurance is out of state.