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pbleeg
Level 2
March 1, 2026
Question

Oregon Surplus Credit (Kicker)

  • March 1, 2026
  • 1 reply
  • 10 views

The Oregon Surplus Credit is not being calculated on my Oregon individual clients because the prior year tax is not populating in screen 53 Other Credits.  So I have to file a number of amended returns for my Oregon clients to get them their Kicker refunds.  Is anyone else experiencing this glitch?  In the past, we didn't have to manually input the prior year tax in order for the Kicker to calculate correctly.

1 reply

BobKamman
BobKamman
Level 15
March 1, 2026

Have the clients received their refunds yet?  Did the state make the correction?  I wouldn't file the amended returns until I was sure they were needed.  The state has all the information to calculate the credit, and they might be checking it to make sure it's not enough, as well as too much.  

    P
    pbleegAuthor
    Level 2
    March 1, 2026

    Great point, I will check with the clients to see if the state corrected the refunds and post the answer here.

    BobKamman
    BobKamman
    Level 15
    March 1, 2026

    In Arizona we can check online if a refund has been issued ... but I don't think it indicates whether the amount has changed.  

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