HOPE2
Level 9
‎03-22-2024 06:45 PM

Hi to all.

New couple client, husband works and lives in Florida entire year but wife lives an works in Oregan entire year, both has a W-2; what is the best way to file their return also 1098 mortgage from primary house in Florida, any recommendation?

I would greatly appreciated it!

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Skylane
Level 11
Level 11
‎03-23-2024 01:19 AM

well, Fl has no state income tax, so you're 1/2 way there.... you only have to read the instructions for the OR-40 https://www.oregon.gov/dor/forms/FormsPubs/form-or-40-inst_101-040-1_2023.pdf

... and  fwiw, OR is generally written as Oregon

 

If at first you don’t succeed…..find a workaround
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Terry53029
Level 15
Level 15
‎03-23-2024 02:10 PM

You will file MFJ nonresident, and only wife's income will be taxed in OR. See link.

https://www.oregon.gov/dor/programs/individuals/pages/what-form.aspx

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HOPE2
Level 9
‎03-23-2024 03:06 PM

@Skylane  thanks , I did not get this part ::::::::::and  fwiw, OR is generally written as Oregon

 

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HOPE2
Level 9
‎03-23-2024 11:28 PM

@Skylane Thank you so much was very helpful.

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HOPE2
Level 9
‎03-23-2024 11:29 PM

@Terry53029 Wonderful help.

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