Why do I owe state estimated when I'm getting a refund

I've never had to pay Oregon estimated. On this amended return I'm getting a refund. On the unamended return I owed.

there is a form OR-10 stating that I owe a large estimated tax amount and TurboTax attached and Annualized Income worksheet that makes no sense.

How do I resolve this?

1247

Expert Alumni

Mar 26, 2025 4:33:58 PM

For Oregon. underpayment interest is charged if your tax after all credits and withholding is $1,000 or more and you don’t qualify for an exception.

Note: You could be charged interest on underpayment of estimated tax even if you are getting a refund.

TurboTax uses the Annualized Income Worksheet to determine if the exception applies.