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New Member
posted Jun 3, 2019 10:30:51 AM

Where is 2018 Form OR-TM? I need this to file Oregon transit tax for self-employed individuals. It is available on the internet, but not in TurboTax as in prior years.

It doesn't make sense that the "2018 Form OR-TM" tax form is not available with Home and Business Turbotax. In previous years this was included for Oregon residents filing transit tax returns. Instructions are clearly available on the internet. You can find these by searching under "2018 Form OR-TM". Look for the voucher form and instructions and you will find it. But for some reason the form was left off of the 2018 Turbotax Home & Business software.

I can calculate the tax manually, but I am puzzled why it isn't in the software since in the past this form has always been included with the software.

0 5 1980
1 Best answer
Intuit Alumni
Jun 3, 2019 10:30:54 AM

The Oregon Form OR-TM is available in TurboTax Home & Business.  To complete the form, please follow these steps:

  1. In the Oregon interview, continue to the screen, A few things before we wrap up your state taxes.
  2. In the Other Forms section, click the Start box next to Additional Forms (Forms TM and LTD, ARTS, Form SP, OR-STI).
  3. On the next screen, Additional Forms, mark the box net to TriMet and Lane County Self-Employment tax (Forms TM and LTD).  Click Continue.
  4. Continue through the screens, entering the requested information.

5 Replies
Intuit Alumni
Jun 3, 2019 10:30:54 AM

The Oregon Form OR-TM is available in TurboTax Home & Business.  To complete the form, please follow these steps:

  1. In the Oregon interview, continue to the screen, A few things before we wrap up your state taxes.
  2. In the Other Forms section, click the Start box next to Additional Forms (Forms TM and LTD, ARTS, Form SP, OR-STI).
  3. On the next screen, Additional Forms, mark the box net to TriMet and Lane County Self-Employment tax (Forms TM and LTD).  Click Continue.
  4. Continue through the screens, entering the requested information.

New Member
Jun 3, 2019 10:30:55 AM

Thank you! Your answer was very helpful.

New Member
Jun 3, 2019 10:30:56 AM

I did not get the option for"Other Forms" in the Oregon interview wrap up.  Does this require payment for the federal data transfer? I am also getting an Oregon refund - does that matter re: the SE - LTD  form not being generated?     

New Member
Jul 14, 2020 9:37:59 AM

Is this paid when you file with turbotax, or do you have to pay it separately? 

Expert Alumni
Jul 14, 2020 9:58:34 AM

@ab111

 

The forms OR-TM and OR-LTD are supported to the extent that TurboTax will create them if you make the necessary entries.

 

However, TurboTax will not e-file them. This is because the instructions on those forms (OR-TM OR-LTD) clearly state that these forms are not to be attached to the state tax return.

 

Instead, you can print the forms and send them yourself to the state (or file online, as the forms note).

 

Since these forms are not part of the Oregon return, we do not include the amounts due on the Oregon state return - so, yes, you have to pay it separately.