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Free Oregon 40P Form

The Oregon 40P form is an amended return for individual income tax, specifically designed for part-year residents of Oregon. This form allows individuals to report any changes to their income or deductions after their initial tax return has been filed. If you need to make adjustments to your tax information, consider filling out the Oregon 40P form by clicking the button below.

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Content Overview

The Oregon 40P form is a crucial document for part-year residents who need to file their individual income tax returns. This form captures essential personal information, including names, Social Security numbers, and dates of birth for both the taxpayer and their spouse or registered domestic partner. It allows individuals to report various sources of income, such as wages, interest, dividends, and business income, ensuring that all taxable income is accounted for. Additionally, the 40P provides sections for adjustments to income, which can include IRA contributions and education deductions. Taxpayers can also detail their deductions, whether they choose to itemize or take the standard deduction. The form incorporates calculations for Oregon tax liability, credits, and payments made, ultimately determining any refund or amount owed. Understanding the 40P is essential for compliance with state tax regulations and for optimizing tax outcomes for part-year residents.

Similar forms

Form 1040: This is the standard individual income tax return form used by U.S. taxpayers. Like the Oregon 40P, it collects information about income, deductions, and credits to determine tax liability.
Form 1040A: A simplified version of the 1040, this form is for taxpayers with straightforward financial situations. Similar to the 40P, it allows for adjustments to income and standard deductions.
Form 1040EZ: This is the easiest version of the 1040 form, designed for single and joint filers with no dependents. Both forms aim to simplify the tax filing process for eligible taxpayers.
Form 4868: This form is used to request an extension for filing federal income tax returns. Like the 40P, it requires basic taxpayer information and can affect the filing timeline.
Schedule A: This form is used for itemizing deductions on federal tax returns. It shares similarities with the 40P in that both forms address deductions and adjustments to income.
Form W-2: Issued by employers, this form reports wages and taxes withheld. The 40P requires information from W-2s to calculate total income, making them closely related.
Form 1099: Various types of 1099 forms report income from sources other than wages, such as freelance work. The 40P includes data from these forms to determine total income.
Form 8889: This form is used for Health Savings Accounts (HSAs). Like the 40P, it requires detailed reporting of specific financial activities that can impact tax calculations.
Form 8886: This form is for reporting certain transactions that may have tax avoidance implications. Both the 40P and 8886 require detailed information about financial activities.
Notice to Quit form: This legal document is essential for landlords to formally request tenants to vacate a property, often referencing the necessary guidelines for compliance. For more information on the process, you can visit Forms Georgia.
Form 6251: This form is used to calculate the Alternative Minimum Tax (AMT). Similar to the 40P, it requires detailed income reporting and adjustments to determine tax liability.

Preview - Oregon 40P Form

Form	OREGON
Amended Return	Individual Income Tax Return 2012
40P		For office use only



	FOR PART-YEAR RESIDENTS

Oregon resident:	mm	dd	yyyy	mm	dd	yyyy	Fiscal year ending	F	P	J
From				To			K	F	P	J
From				To
Last name			First name and initial				Social Security No. (SSN)			Date of birth (mm/dd/yyyy)

Deceased

–

Spouse’s/RDP’s last name if joint return

Spouse’s/RDP’s irst name and initial if joint return Spouse’s/RDP’s SSN if joint return

Date of birth (mm/dd/yyyy)

Deceased

–

Current mailing address

Telephone number

(

)

City

State

ZIP code

Country

If you filed a return last year, and your

name or address is different, check here

•Filing

Single

Exemptions

•

Status 2a

Married iling jointly

Total

Check

Registered domestic partners (RDP) iling jointly

6a Yourself

Regular

...... Severely disabled

....6a

only

Married iling separately:

one

Spouse’s name _____________________________ Spouse’s SSN___________________

6b Spouse/RDP ...

Regular

...... Severely disabled

......b

box

Registered domestic partner iling separately:

6c All dependents First names __________________________________• c

Partner’s name _____________________________ Partner’s SSN ___________________

6d Disabled

First names __________________________________• d

Head of household: Person who qualiies you ________________________________

children only

Total •6e

Qualifying widow(er) with dependent child

(see instructions)

•

• You

7c • You have

You filed

Check all that apply ➛

You were:

65 or older

Blind

filed an

federal

Oregon

Spouse/RDP was:

65 or older

Blind

extension

Form 8886

Form 24

Federal column (F)

Oregon column (S)

INCOME

Wages, salaries, and other pay for work. Include all Forms W-2

.00

• 8S

.00

Taxable interest income from federal Form 1040, line 8a

.00

• 9S

.00

Dividend income from federal Form 1040, line 9a

10F

.00

•10S

.00

State and local income tax refunds from federal Form 1040, line 10

11F

.00

•11S

.00

Alimony received from federal Form 1040, line 11

12F

.00

•12S

.00

Include

Business income or loss from federal Form 1040, line 12

13F

.00

•13S

.00

proof of

Capital gain or loss from federal Form 1040, line 13

14F

.00

•14S

.00

withholding

Other gains or losses from federal Form 1040, line 14

15F

.00

•15S

.00

(W-2s,

1099s),

IRA distributions from federal Form 1040, line 15b

16F

.00

•16S

.00

payment,

Pensions and annuities from federal Form 1040, line 16b

17F

.00

•17S

.00

and payment

Rents, royalties, partnerships, etc., from federal Form 1040, line 17

18F

.00

•18S

.00

voucher

Farm income or loss from federal Form 1040, line 18

19F

.00

•19S

.00

Unemployment and other income from federal Form 1040, lines 19 through 21 ...

20F

.00

•20S

.00

Total income. Add lines 8 through 20

• 21F

.00

•21S

.00

ADJUSTMENTS

IRA or SEP and SIMPLE contributions, federal Form 1040, lines 28 and 32

22F

.00

•22S

.00

TO INCOME

Education deductions from federal Form 1040, lines 23, 33, and 34

23F

.00

•23S

.00

Moving expenses from federal Form 1040, line 26

24F

.00

•24S

.00

Deduction for self-employment tax from federal Form 1040, line 27

25F

.00

•25S

.00

Self-employed health insurance deduction from federal Form 1040, line 29

26F

.00

•26S

.00

Alimony paid from federal Form 1040, line 31a

27F

.00

•27S

.00

Other adjustments to income. Identify:

•28x

•28y

Schedule28z

• 28F

.00

•28S

.00

Total adjustments to income. Add lines 22 through 28

• 29F

.00

•29S

.00

Income after adjustments. Line 21 minus line 29

• 30F

.00

•30S

.00

ADDITIONS

Interest on state and local government bonds outside of Oregon

• 31F

.00

•31S

.00

Federal election on interest and dividends of a minor child

• 32F

.00

•32S

.00

Other additions. Identify: •33x

•33y

Schedule included 33z

• 33F

.00

•33S

.00

Total additions. Add lines 31 through 33

• 34F

.00

•34S

.00

Income after additions. Add lines 30 and 34

• 35F

.00

•35S

.00

SUBTRACTIONS

Social Security and tier 1 Railroad Retirement Board benefits included on line 20F ..

• 36F

.00

Other subtractions. Identify: •37x

•37y

Schedule included

37z

• 37F

.00

•37S

.00

• 38F

•38S

Income after subtractions. Line 35 minus lines 36 and 37

.................................

.00

Oregon percentage. Line 38S ÷ line 38F (not more than 100.0%) •39

__ __ __.__ %

➤ Carry this ➤

amount to line 40

150-101-055 (Rev. 12-12)

NOW GO TO THE BACK OF THE FORM ➛

Page 2 — 2012 Form 40P

Amount from front of form, line 38F (federal amount)

.00

DEDUCTIONS

Itemized deductions from federal Schedule A, line 29

.........................................

• 41

.00

AND

.................................................

• 42

State income tax claimed as itemized deduction

.00

MODIFICATIONS

EITHER,

......................................

• 43

Net Oregon itemized deductions. Line 41 minus line 42

.00

NOT BOTH

........................................................................

• 44

Standard deduction from page 25

.00

....

• 45

2012 federal tax liability ($0–$6,100; see instructions for the correct amount)

.00

Other deductions and modifications. Identify: •46x

•46y

Schedule 46z

• 46

.00

Add lines 43, 45, and 46 if itemizing. Otherwise, add lines 44, 45, and 46

• 47

.00

Taxable income. Line 40 minus line 47

• 48

.00

OREGON

Tax from tax charts. 49a

See instructions, page 27

• 49

.00

TAX

Oregon income tax. Line 49 X Oregon percentage from line 39, or

• 50

.00

Check if tax is from: • 50a

Form FIA-40P or • 50b

Worksheet FCG

• 51

Interest on certain installment sales

.00

• 52

Total tax before credits. Add lines 50 and 51

OREGON TAX➛

.00

NONREFUNDABLE 53

Exemption credit. See instructions, page 28

• 53

.00

CREDITS

................................

• 54

Child and dependent care credit. See instructions, page

.00

ADD TOGETHER

INCLUDE PROOF}55

Credit for income taxes paid to another state. State: •55y

Schedule 55z

• 55

.00

Other credits. Identify: • 56x

•56y

• 56

.00

Schedule included 56z

..................................................................................

• 57

Total non-refundable credits. Add lines 53 through 56

.00

Net income tax. Line 52 minus line 57. If line 57 is more than line 52, enter -0-

• 58

.00

PAYMENTS AND 59

Oregon income tax withheld from income. Include Forms W-2 and 1099

• 59

.00

REFUNDABLE

......

• 60

Estimated tax payments for 2012 and payments made with your extension

.00

CREDITS

•60a Wolf depredation •60b Claim of right

..................

• 61

Tax payments from pass-through entity and real estate transactions

.00

.................................................

• 62

ADD TOGETHER

Include Schedule

Earned income credit. See instructions, page 34

.00

WFC-N/P if you

Working family child care credit from WFC-N/P, line 21

• 63

.00

claim this credit

....................................

• 64

Mobile home park closure credit. Include Schedule MPC

.00

..................................................................

• 65

Total payments and refundable credits. Add lines 59 through 64

.00

Overpayment. Is line 58 less than line 65? If so, line 65 minus line 58

OVERPAYMENT➛• 66

.00

Tax to pay. Is line 58 more than line 65? If so, line 58 minus line 65

TAX TO PAY➛

• 67

.00

Penalty and interest for filing or paying late. See instructions, page 34

.00

ADD TOGETHER

Interest on underpayment of estimated tax. Include Form 10 and check box ...• 69

.00

Exception # from Form 10, line 1 •69a

Check box if you annualized •69b

Total penalty and interest due. Add lines 68 and 69

.00

................................................................

AMOUNT YOU OWE➛ • 71

Amount you owe. Line 67 plus line 70

.00

Refund. Is line 66 more than line 70? If so, line 66 minus line 70

............................................

REFUND➛

• 72

.00

Estimated tax. Fill in the part of

line 72 you want applied to 2013 estimated tax

• 73

.00

CHARITABLE

Prevent Child Abuse •74

.00

Alzheimer’s Disease Research • 75

.00

CHECKOFF

Stop Dom. & Sexual Violence •76

.00

Habitat for Humanity • 77

.00

DONATIONS,

These will

PAGE 35

OR Head Start Association •78

.00

OR Military Financial Assist. • 79

.00

reduce

I want to donate

Oregon Historical Society •80

.00

Oregon Food Bank • 81

.00

your refund

part of my tax

Albertina Kerr Kid’s Crisis Care •82

.00

American Red Cross • 83

.00

refund to the

following fund(s)

Charity code •84a

•84b

.00

Charity code

•85a

•85b

.00

......

Total Oregon 529 College Savings Plan deposits. See instructions, page 35

• 86

.00

• 87

Total. Add lines 73 through 86. Total can’t be more than your refund on line 72

.00

.........................................

NET REFUND➛ • 88

NET REFUND. Line 72 minus line 87. This is your net refund

.00

DIRECT

For direct deposit of your refund, see instructions, page 35.

• Type of account:

Checking or

Savings

DEPOSIT

• Routing No.

• Account No.

Will this refund go to an account outside the

United States? •

Yes

Important: Include a copy of your federal Form 1040, 1040A, 1040EZ, or 1040NR.

Under penalty for false swearing, I declare that the information in this return is true, correct, and complete.

Your signature

Date

Signature of preparer other than taxpayer

• License No.

Address

Telephone No.

Spouse’s/RDP's signature (if iling jointly, BOTH must sign)

Date

150-101-055 (Rev. 12-12)

Key takeaways

When filling out the Oregon 40P form, it is essential to keep several key points in mind to ensure accuracy and compliance.

Understand your residency status: The form is specifically for part-year residents. Make sure to indicate the dates you were a resident of Oregon.
Accurate income reporting: Include all sources of income, such as wages, interest, and dividends. Be sure to reference the correct federal forms for each type of income.
Adjustments and deductions: Carefully review the adjustments to income and the deductions you may qualify for. This can significantly affect your taxable income.
Double-check your calculations: Ensure that all totals are correct. Mistakes in addition or subtraction can lead to delays or issues with your tax return.

By following these guidelines, you can navigate the Oregon 40P form with greater confidence and clarity.

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File Details

Fact Name	Details
Form Purpose	The Oregon 40P form is used for filing an amended individual income tax return for part-year residents of Oregon.
Filing Requirement	Taxpayers must file the 40P form if they need to correct errors on a previously submitted Oregon tax return.
Governing Law	The use of the Oregon 40P form is governed by the Oregon Revised Statutes, specifically ORS 316.037.
Filing Deadline	Amended returns must generally be filed within three years from the original due date of the return.
Eligibility	This form is specifically designed for individuals who were part-year residents during the tax year in question.

Documents used along the form

The Oregon 40P form is essential for part-year residents filing their state income tax returns. To ensure a complete and accurate submission, several other forms and documents are commonly used alongside the 40P. Below is a list of these documents, along with a brief description of each.

Oregon Form 40: This is the standard individual income tax return for full-year residents. It provides a comprehensive overview of income and deductions.
Federal Form 1040: This is the primary federal income tax return form used by individuals. A copy must be included to support the information reported on the Oregon 40P.
W-2 Forms: These forms report wages and tax withheld from employers. They are crucial for verifying income and withholding amounts.
1099 Forms: Various 1099 forms report different types of income, such as freelance work or interest income. They are necessary for accurately reporting all sources of income.
Schedule A: This form is used for itemizing deductions on the federal return. If itemizing, it helps determine the deductions applicable to the Oregon return.
Alabama Bill of Sale Form: For effective documentation of ownership transfers, refer to the Alabama bill of sale form essentials to ensure proper legal compliance.
Oregon Form 40N: This form is specifically for non-residents. If you earned income in Oregon while being a non-resident, this form is required.
Oregon Form 40P Worksheet: This worksheet helps in calculating the Oregon percentage for income earned during the part-year residency.
Oregon Form 8886: This form is used to disclose certain transactions that may be considered tax avoidance. It is important for compliance with tax regulations.
Proof of Payments: Documentation such as receipts or bank statements showing estimated tax payments made during the year can support claims for credits or deductions.

Filing taxes can be a complex process, especially for part-year residents. By ensuring you have all the necessary forms and documentation, you can navigate this process with confidence. If you have questions or need assistance, resources are available to help guide you through your tax obligations.