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I have a client that moved from Texas to Oregon in mid-December 2020. They are retired and their allocable retirement income to Oregon during their residency was $2,834; they had no Oregon State tax withholding. Form OR-40-P ends up with a $171 tax due.
The Oregon DOR website shows a MFJ filing threshold of $4,630 of Oregon Gross Income. Seems that they do not have to file, but it bothers me that the form calculates a tax due. Any thoughts?
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I am not sure of this , it is just my opinion since I am not an Oregon tax preparer .... the tax filing threshold may apply to a full year resident, IE apply to a full-year of income. Your client is part year and the income is only for a short period Of time. Annualized this income may be over the threshold. Also I think it is always a good idea to file even if no taxes are due just to let the reporting entity know of that fact. These are all just my opinions as I am not an expert on Oregon
