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February 14, 2024
Question

After filling out my Oregon return for 2023, I see no mention or line item for the "Kicker" which is supposed to be substantial for 2023. Where is it?

  • February 14, 2024
  • 2 replies
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2 replies

February 14, 2024

To claim the credit:

  1. Open your state return. 
  2. On the screen Here's the income that Oregon handles differently, click done with income.
  3. Continue to the screen Take a look at Oregon credits and taxes.
  4. Click Start next to Oregon surplus (Kicker) credit..

 

Taxpayers are eligible to claim the kicker if they filed a 2022 tax return and had tax due before credits. Even taxpayers who don't have a filing obligation for 2023, still must file a 2023 tax return to claim their credit.

myoregon.gov

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February 14, 2024

We did file 2022 and will file 2023. Does this mean the kicker is not refunded/credited until 2024 tax returns?

 

Thank you.

AmyC
Employee
February 14, 2024

The kicker credit is on the tax return. I have another post with pictures and instructions to receive the credit, click here.

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January 17, 2025

I am not seeing the "Oregon Kicker" credit in the TurboTax guide for 2024. However, I can look up the amount using the state calculation utility. How am I able to see the kicker credit within Turbotax? 

LenaH
January 18, 2025

Please follow the instructions below to get to the Oregon Kicker credit screens:

  1. Open your Colorado state return.
  2. Continue through your return until you reach the screen, Qualifying for the Colorado state sales tax refund. Click No for the question, Were you incarcerated in Colorado for 180 days or more in 2024? If the answer should be answered Yes, you do not qualify for the credit. 
  3. On the next screen, answer Yes to the question, Will this return be filed by April 15, 2025 (or by October 15, 2025 if you file an extension)? 
  4. On the next screen, it should say You're getting the Colorado sales tax refund! 

Per the DR0104, the Tabor Credit is for full-year Colorado residents, born before 2006, or full-year Colorado residents who are under the age of eighteen but are required to file a return. Your return must be postmarked or transmitted by the extension due date. In addition, Individuals serving a sentence for a felony do not qualify for the credit if they were incarcerated for at least 180 days of the 12-month period ending on June 30 of the tax year. 

 

The amount of the kicker credit depends on your modified AGI on Line 34 of the Colorado return. Please see the table below. 

 

 

@mbenno 

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