Oregon does not have a surplus "kicker" credit to claim on 2022 returns.
How do I claim the "kicker" credit on my 2023 Oregon return?
According to the Oregon Office of Economic Analysis (OEA), for the 2021-23 biennium, there was a surplus "kicker" of $5.6 billion. The kicker activates when Oregon's state revenue exceeds the expected revenue by at least 2%. When this occurs, an amount calculated by OEA is returned to the taxpayers through a refundable credit on their tax returns.
To claim the surplus "kicker" credit on your 2023 Oregon return, please follow the steps listed below.
- Edit (three dots)
- Refundable Credits
- Surplus Credit (Kicker)
Complete the necessary information from your 2022 return to have the credit applied to your 2023 return.
For more information regarding the 2023 Oregon "Kicker" credit, please see Oregon's Department of Revenue.