Oregon Source Income and Adjustments Question

Forum|Forum|2 years ago
February 25, 2024
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I am on the page where I am asked to report Oregon source income. My spouse (married filing jointly) has social security disability income that is reported on our federal tax return. There is a box where I need to fill out how much "Unemployment, Social Security and Other Taxable Income" was earned in Oregon. When I click on "more information" to see what they mean by Social Security (such as if they are referring to disability, or unemployment wages or what they are asking for), disability is NOT listed in the example list as taxable income. Do I put the amount he received from disability in that box or no? What I found in a google search is that Oregon does not tax social security disability, so I think no, but the box doesn't clearly list what counts as social security income in the help buttons/list. Please help!

DMarkM1

It depends. If you allocating due to part-year or non-resident status in OR then allocate the amount of the Federal box that was paid while in OR to OR.

If you are in the credits section, then also "Yes", include the amount of social security in the box when asked. According to OR Publication 17, pages 130-131, Appendix, Social Security Disability (taxable and nontaxable) are included in household income for OR credits.

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