OR 2025 Kicker Credit Percentage in Lacerte is wrong

Forum|Forum|5 months ago
January 6, 2026
1 reply
10 views

How do I change the Kicker percentage in Lacerte? Or is that a Lacerte issue? The percentage currently is showing up around 44% and it is supposed to be 9.863%.

Lacerte Tax

BobKamman

Level 15

From the "What Will They Dream Up Next" department of the Stupid Tax Laws Office:

The 1979 Oregon Legislative Assembly passed the "Two percent kicker" law as a way to control state spending. The law requires the state to compare the revenue forecast for each two-year biennium to the amount actually received and return any surplus to taxpayers.

Voters approved a ballot measure adding the kicker to the Oregon Constitution in 2000 and provided taxpayers with the option to donate their kicker to the State School Fund to help fund K-12 schools in Oregon. After the biennium ends, if actual revenue collected exceeds the forecast amount by more than 2 percent, the revenue surplus is refunded to taxpayers as a tax credit claimed on their personal income tax returns in the even-numbered year of the next biennium.

https://apps.oregon.gov/oregon-newsroom/OR/DOR/Posts/Post/Fact-Sheet-Oregons-Surplus-Revenue-Kicker-Credit

B

Big T-77Author

Level 3

Bob,

I know what it is lol. I am just asking why is the percentage calculating incorrectly in Lacerte and can I change it.

BobKamman

Level 15

This is a public forum, other regulars might be curious about it. Especially those who are paying big bucks for a Lacerte program that says Oregon collected 44% more tax than it predicted in the last couple years.

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