- Entering the Oregon State Kicker Refund into TurboTax
Entering the Oregon State Kicker Refund into TurboTax
Instructions for Entering the Kicker Refund #1
Entering your Kicker Refund is easy with TurboTax. This example assumes that you prepared your 2006 Federal and Oregon State returns using TurboTax.
1. Start your 2007 return and allow TurboTax to transfer your 2006 tax information.
2. In the Income section of Federal Taxes, select State and Local Refund (see Screen 1 below). Your Oregon income tax refund from last year is already entered by TurboTax. Select the Revisit button or the Start button for this item (it varies based on whether you’ve already visited the topic).
Screen 1: Select State and Local Refunds to enter your Kicker Refund
3. TurboTax displays the refund that it transferred from your 2006 Oregon tax return (see Screen 2 below). At this point, TurboTax still does not know about your Kicker Refund. Therefore, in response to “Is this information correct?," answer No.
Screen 2: Here is what TurboTax knows before the Kicker Refund.
4. On the next TurboTax interview screen, enter the total of your Oregon tax refund plus the Kicker Refund you received in 2007. In this example, we used a regular tax refund of $145 (see Screen 2 above) and $875 as the Kicker Refund for a total of $1020.
Screen 3: This screen shows the total tax refund (including Kicker). 
5. If you have no other income tax refunds, confirm the additional tax information TurboTax needs to determine if the refunds are taxable (see Screen 4 below). Now confirm the information (because the state may have adjusted your return or you may have filed an amended return).
Screen 4: TurboTax now determines if your refunds are taxable
6. If the information from your 2006 return is correct (see Screen 5 below), press Yes.
Screen 5: If the information TurboTax captured from last year is correct, select Yes.
7. TurboTax computes how much of the refund is taxable (see Screen 6 below).
Screen 6: TurboTax shows how much of your refund is taxable.
TurboTax has now determined how much of your total Oregon tax refund is taxable. Even if your deductions were limited last year or you were subject to AMT, TurboTax handles it all for you.
Instructions for Entering the Kicker Refund #2 (alternate method)
If you had a tax refund and a Kicker Refund, you could enter each one separately and you’d get the same results as above. The choice is yours.
The following three screens reflect how you would enter your Kicker Refund as a separate income tax refund.
Screen 7: Select Add Another State if you want to enter the Kicker Refund separately.
Screen 8: Enter the state as Oregon, the Kicker Refund amount and the tax year as 2006.
Screen 9: This is what the Summary screen shows when you enter the state refunds separately.
