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March 6, 2022
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Oregon kicker

  • March 6, 2022
  • 2 replies
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I have a refund coming to me for my Oregon state taxes of $183.

That was halfway through the Oregon taxes section.

When I went forward to do the kicker section, it said I had a kicker credit of $1124.

But that did not seem to change my Orgon refund, or anything else.

Can anyone explain how this works, or does not work?

Thanks.

Mac

    Best answer by FangxiaL

    The kicker credit should increase your state refund or reduce your tax liability. That is from what I saw on my screen. If you  

    On the next screen, if you selected Yes to the question Would you like to donate your entire credit to the Oregon School Fund? then the credit won't affect your refund or balance due on your return.

     

     

    2 replies

    FangxiaLAnswer
    March 6, 2022

    The kicker credit should increase your state refund or reduce your tax liability. That is from what I saw on my screen. If you  

    On the next screen, if you selected Yes to the question Would you like to donate your entire credit to the Oregon School Fund? then the credit won't affect your refund or balance due on your return.

     

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    MacTiggerAuthor
    March 7, 2022

    I see.

    I went back through this, and I see that the kicker was - already - figured in, before I even got to the kicker part of the return.

    So, all is well.

    Thanks.

    Mac

    March 2, 2024

    In Oregon for 2023 we get a Kicker rebate.  My son's online Turbo computed it correctly using 2022 tax liability BEFORE personal exemptions.  My Turbo software incorrectly used tax liability after tax liability.  When I got back more money than expected, I had to figure this out.  Maybe the software Turbo will eventually be updated.

    March 3, 2024

    There are no known issues with TurboTax's kicker computation.

     

    According to 38 Kicker (Oregon surplus) credit in Oregon's Form OR-40 Instructions:

    In general, your kicker is a percentage of your total Oregon personal income tax liability for the prior year, as adjusted or amended. Your total personal income tax liability is your Oregon income tax before all payments or credits other than the credit for taxes paid to another state. For 2023, your kicker is 44.28 percent of your 2022 total Oregon personal income tax liability. 

    [Bolding mine.]