Oregon 2010: Federal Government Pension Exclusion May be Incorrect for Certain Customers

You are affected if ALL of the following are true:

• You filed your 2010 Oregon part-year resident tax return prior to January 31, 2011 AND
• You received a federal government pension AND
• You had date of service for that pension prior to 1991.

If you meet the criteria, your pension exclusion was understated and you overpaid your Oregon taxes. If so, you need to amend your Oregon tax return.

Let us do the work for you. We highly recommend this.

1. Please download and print this Authorization Form.
2. Complete the form and fax it to us at the number printed at the top of the form.
3. A TurboTax representative will contact you (within 6 days) when your corrected return is ready to be securely emailed back to you.
4. You can print, sign and mail the corrected return to Oregon.

Or you can make the corrections yourself. However, the amend process can be complex.

• To do it yourself, please follow these step-by-step instructions.
• After you make the changes to your tax return, you will need to mail a copy to Oregon.
• If you need assistance, call us at the phone number in the email.