Title: Oregon Form OR-40 - 2024

{ --- Federal Return --- }

FileName1040:  { File-name of Form 1040 output file. }

{ --- Fiscal Year, Amended Return, Special Status --- }
FiscalYearEnd: { For fiscal year filers, enter fiscal year end as MM/DD/YYYY}
CkAmended No { Is this an amended return ? (answer: Yes, No) }
NOLTaxYear: { If amending for an NOL (Net Operating Loss), enter the tax year the NOL was generated }
CkCalcAsIfFed No  { Calculated with "as if" federal return? (answer: Yes, No) }
CkShortYear No { Short-year tax election? (answer: Yes, No) }
CkExtFiled No { Extension Filed? (answer: Yes, No) }
CkFormOR24       No { Form OR-24? (answer: Yes, No) }
CkFormOR243      No { Form OR-243? (answer: Yes, No) }
CkFedForm8379    No { Federal Form 8379? (answer: Yes, No) }
CkFedForm8886    No { Federal Form 8886? (answer: Yes, No) }
CkDisasterRelief No { Disaster relief? (answer: Yes, No) }

{ --- Optional info for auto-fillout only --- }
{ The federal Form 1040 is used as the primary source for optional personal
 info, but Oregon requires the following additional information. }

YourDOB: { Enter your date of birth as MM/DD/YYYY }

CkYFirstSSN No { Your first time using this SSN? (answer: Yes, No) }
CkYAppITIN  No { You applied for ITIN? (answer: Yes, No) }
CkYDeceased No { Taxpayer is deceased? (answer: Yes, No) }

SpouseDOB: { Enter your spouse's date of birth as MM/DD/YYYY }

CkSFirstSSN No { Spouse first time using this SSN? (answer: Yes, No) }
CkSAppITIN  No { Spouse applied for ITIN? (answer: Yes, No) }
CkSDeceased No { Spouse is deceased? (answer: Yes, No) }

Country: { Country }
Phone:	 { Phone number, enter as XXX-XXX-XXXX }

{ --- Exemptions --- }

CkL6aRegular Yes { Regular exemption credit for yourself? (answer: Yes, No) }
CkL6aDisabled No { You are severely disabled? (answer: Yes, No) }
CkL6aDep No { Someone else can claim you as a dependent? (answer: Yes, No) }

CkL6bRegular No { Spouse regular exemption credit (answer: Yes, No) }
CkL6bDisabled No { Spouse is severely disabled? (answer: Yes, No) }
CkL6bDep No { Someone else can claim your spouse as a dependent? (answer: Yes, No) }

{ --- Dependents --- }
{ --- Optional info for auto-fillout only --- }

{ The federal Form 1040 is used as the primary source for dependent info, 
 but Oregon requires the following additional information. 
 Enter dependents on Form 1040 in order from youngest to oldest, as required by
 Oregon, so that they will match with the DOB values entered here.
 }

Dep1DOB: { Enter Dependent 1 data of birth as MM/DD/YYYY }
Dep1Code: { Enter Dependent 1 code. Click label for code info.}
CkDep1Dis No { Dependent 1 has a qualifying disability? (answer: Yes, No) }

Dep2DOB: { Enter Dependent 2 data of birth as MM/DD/YYYY }
Dep2Code: { Enter Dependent 2 code }
CkDep2Dis No { Dependent 2 has a qualifying disability? (answer: Yes, No) }

Dep3DOB: { Enter Dependent 3 data of birth as MM/DD/YYYY }
Dep3Code: { Enter Dependent 3 code }
CkDep3Dis No { Dependent 3 has a qualifying disability? (answer: Yes, No) }

{ --- Dependent Totals  --- }
L6c ; { Total number of dependents }
L6d ; { Total number of dependent children with a qualifying disability (see instructions) }

{ --- Taxable Income --- }

{ --- Subtractions from Taxable Income --- }
L10_worksheet_L4 ; { Federal Tax Worksheet line 4 'Other Taxes'. Form 1040 section 2 line 17 with exceptions. }
L10_worksheet_L7 ; { Federal Tax Worksheet line 7 'Premium tax credit (Form 8962, line 24)' }

L12 ; { Oregon income tax refund included in federal income }

{ --- Deductions --- }
CkStdDedOverride No { Set to 'Yes' to override auto calculation of the standard deduction. Click label for line help. (answer: Yes, No) }
 
StdDedOverride ; { Enter a manually calculated standard deduction if previous field is set to 'Yes' }

CkL17a No { You are 65 or older (answer: Yes, No) }
CkL17b No { You are blind (answer: Yes, No) }
CkL17c No { Spouse is 65 or older (answer: Yes, No) }
CkL17d No { Spouse is blind (answer: Yes, No) }

{ --- Oregon Tax --- }
{ If all three of these checkboxes are set to 'No', the standard tax table is used for auto-calculation }
CkL20a No { Use Schedule OR-FIA-40 for tax? (answer: Yes, No) }
CkL20b No { Use Worksheet FCG for tax? (answer: Yes, No) }
CkL20c No { Use Schedule OR-PTE-FY for tax? (answer: Yes, No) }
AltMethodTaxAmt ; { Enter tax amount if any checkbox is selected, and an alternative method is used }

L21 ; { Interest on certain installment sales }

{ --- Standard and Carryfoward Credits --- }
L26 ; { Political contribution credit. See limits in instructions }

{ --- Payments and Refundable Credits --- }
L32 ; { Oregon income tax withheld. Include a copy of your Forms W-2 and 1099 }
L33 ; { Prior-year refund applied as estimated payment  }
L34 ; { Estimated tax payments for 2024.  Include all estimated payments, including
any extension payment, that you made by April 15, 2025 }
L35 ; { Estimated tax payments from Schedule OR-K-1, line 20  }
L36 ; { Earned income credit  }
L37 ; { Oregon Kids Credit }

{ --- Tax to pay or refund --- }
L43 ; { Penalty and interest for filing or paying late }
L44 ; { Interest on underpayment of estimated tax. Include Form OR-10 }
L44a ; { Exception number from Form OR-10, line 1 }
CkL44b No { Enter Yes if you annualized (answer: Yes, No) }
L48 ; { Amount from line 47 you want to apply as a payment of your 2025
estimated tax }
L49 ; { Charitable checkoff donations from Schedule OR-DONATE, line 30 }
L50 ; { Political party $3 checkoff }
L50a: { Your party code }
L50b: { Spouse party code }
L51 ; { Higher education savings plan deposits from Schedule OR-529, line 5 }

{ --- Direct deposit --- }
{ --- Optional info for auto-fillout only --- }
CkL54DepOutUS No { Is the final deposit destination outside the United States? (answer: Yes, No) }
CkAcctChecking No { Checking account? (answer: Yes, No) }
CkAcctSavings No { Savings account? (answer: Yes, No) }
AcctRoutingNumber: { Enter 9 digit ACH routing number }
AcctNumber: { Enter ACH account number, up to 17 digits }

{ --- OR-40 Supporting Schedules --- }

{ --- Schedule OR-A --- }

{ Medical and dental expenses  }
SchA_L1 ; { Medical and dental expenses }

{ Taxes you paid  }
SchA_L5 ; { State and local income taxes. Don't include Oregon income tax,
including Oregon withholding. }
SchA_L6 ; { Real estate taxes }
SchA_L7 ; { Personal property taxes }
SchA_L10 ; { Other taxes }
SchA_L10_Type: { Type of 'Other taxes' on L10 }

{ Interest you paid  }
SchA_L12 ; { Mortgage interest and points reported on federal Form 1098 }
SchA_L13 ; { Mortgage interest not reported on federal Form 1098 }
SchA_L14 ; { Points not reported on federal Form 1098 }
SchA_L16 ; { Investment interest }

{ Gifts to charity }
SchA_L18 ; { Gifts by cash or check }
SchA_L19 ; { Gifts other than by cash or check }
SchA_L20 ; { Carryover from prior year }

{ Other miscellaneous deductions }
SchA_L22 ; { Other deductions. Important! Don't include employee business
expenses, tax preparation fees, or other deductions subject to the
2 percent of AGI limitation }
SchA_L22_Type: { Type of 'Other deduction' on L22 }

{ --- Schedule OR-ASC --- }
{ Section A: Additions (codes 100-199) }
{ First row }
SchASC_A1:  { Code }
SchASC_A2 ; { Amount }
{ Second row }
SchASC_A3:  { Code }
SchASC_A4 ; { Amount }

{ Section B: Subtractions (codes 300-399) }
{ First row }
SchASC_B1:  { Code }
SchASC_B2 ; { Amount }
{ Second row }
SchASC_B3:  { Code }
SchASC_B4 ; { Amount }
{ Third row }
SchASC_B5:  { Code }
SchASC_B6 ; { Amount }

{ Section C: Tax recaptures (codes 950-999) }
{ First row }
SchASC_C1:  { Code }
SchASC_C2 ; { Amount }
{ Second row }
SchASC_C3:  { Code }
SchASC_C4 ; { Amount }

{ Section D: Standard credits (codes 800-834) }
{ First row }
SchASC_D1:  { Code }
SchASC_D2:  { State }
SchASC_D3 ; { Amount }
{ Second row }
SchASC_D4:  { Code }
SchASC_D5:  { State }
SchASC_D6 ; { Amount }
{ Third row }
SchASC_D7:  { Code }
SchASC_D8:  { State }
SchASC_D9 ; { Amount }
{ Fourth row }
SchASC_D10:  { Code }
SchASC_D11:  { State }
SchASC_D12 ; { Amount }
{ Fifth row }
SchASC_D13:  { Code }
SchASC_D14:  { State }
SchASC_D15 ; { Amount }

{ Section E: Carryforward credits (codes 835-889) }
{ First block }
SchASC_E1:  { Code }
SchASC_E2 ; { Amount }
SchASC_E3 ; { Amount }
SchASC_E4 ; { Amount }
{ Second block }
SchASC_E5:  { Code }
SchASC_E6 ; { Amount }
SchASC_E7 ; { Amount }
SchASC_E8 ; { Amount }

{ Section F: Refundable credits (codes 890-949) }
{ First row }
SchASC_F1:  { Code }
SchASC_F2 ; { Amount }
{ Second row }
SchASC_F3:  { Code }
SchASC_F4 ; { Amount }
{ Third row }
SchASC_F5:  { Code }
SchASC_F6 ; { Amount }


{--------------------------------------------- }  
