2 different states entries--CA and OR-reporting of what--to Oregon

Forum|Forum|1 year ago
March 21, 2025
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Hello:

We do receive 2024 like pensions, IRA distributions, investment income, but no w2 or other wages as we're both retired. The Ira distributions were when we lived in CA and did do federal taxes on that.

My question is for Oregon part where we moved from CA to Oregon and became resident on November 19--So the question is as my wife and I do have pensions and did get 11 months in CA and 1 month in Oregon as is the first of the month. We do take out federal tax on our pensions. So do we do a separate one for pension on also the Oregon tax and how do we do it. Do we put the total on it per person that is just without the taxes as again we do take federal taxes out. Another question is how to get a 2nd state download online as we have premier. Does the form come up asking for both our totals for example of the pension or do we just since we file jointy does it come up under both names. So also got two answers on if need to include social security since neither has state taxes. Thank you and waiting for your response.

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MAK70

If you moved to Oregon November 19, that would be 42 days. 42/365=11.5%. On the Report Pension amount, multiply the federal amount by .115 and enter the number- this is the Oregon pension received as a Resident.

mjckhcAuthor

Hello:

On the Oregon amount on the pension--since I also took out 10% federal tax--do I just put in the total minus 10% or what I received total. Also my wife and I receive pensions-will the 1 state ask for each person as we file jointly. How do we put our totals in for each person? Will I have to do a CA state form for the pension also as lived there until November 18 when became a resident of Oregon on November 19 2024. Will I also have to do mortgage interest individually as bought a place in Oregon and sold in CA.

MAK70

You will enter what you received as the total.

The 10% was withholding- the pension subtracted the money from your distribution and sent the money to the IRS to pay your taxes. It does not affect your state tax income.

In the California section of TurboTax, you will see the Nonresident Adjustments, then the Other California Taxable Income (see below). You will want to multiply the total by .885 (365/321 days in California) to get your California amount.