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HOPE2
Level 7
March 22, 2024
Solved

OREGAN AND FLORIDA

  • March 22, 2024
  • 2 replies
  • 8 views

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!

This topic has been closed for replies.
Best answer by Terry53029

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

2 replies

Skylane
Intuit Community Champion
March 23, 2024

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
HOPE2
HOPE2Author
Level 7
March 23, 2024

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

 

Intuit Community Champion
March 23, 2024

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

HOPE2
HOPE2Author
Level 7
March 24, 2024

@Terry53029 Wonderful help.