Oregon Form 40N – Fill Out and Use This PDF

The Oregon 40N form is designated for nonresidents needing to file their state income tax returns with the Oregon Department of Revenue for the 2020 tax year. It comprehensively covers income, adjustments, deductions, and tax credits, tailored to those who earn income from Oregon sources while residing out of state. For individuals navigating the complexities of filing nonresident tax returns, ensuring accurate completion of the Oregon 40N form is paramount. Ready to file your Oregon 40N form? Click the button below to begin.

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Oregon Form 40N PDF Details

The 2020 Form OR-40-N serves as a pivotal document for individuals who are nonresidents of Oregon but need to navigate their tax obligations to the state. Released by the Oregon Department of Revenue, this comprehensive form, part of document series 150-101-048 and identifiable by its version revision on 08-25-20 as "ver. 01", encapsulates a range from income tax computation to specific adjustments and credits pertinent to nonresident filers. Designed to foster accurate tax return filing, it encompasses sections that address varied incomes, from wages and salaries to dividends and IRA distributions, adjusting for both federal and state-specific considerations. Notably, it accommodates unique situations such as military service, employment exceptions, and eligibility for standard deductions or itemized deductions to fine-tune taxable income calculations. Provisions for filing amended returns, claiming refundable credits, and specifying payments like estimated taxes or tax withheld underscore the form's role in the financial planning of nonresidents with Oregon-sourced income. The inclusion of direct deposit options for refunds, potential penalties for late filings, and even opportunities for charitable contributions via tax refunds illustrates the form's comprehensive approach to managing tax responsibilities in Oregon.

Question	Answer
Form Name	Oregon Form 40N
Form Length	11 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min 45 sec
Other names	oregon form 40n, or 40 n instructions, oregon form 40p, 40n

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2020 Form OR-40-N

Page 1 of 5, 150-101-048	Oregon Department of Revenue	00542001010000

(Rev. 08-25-20 ver. 01)

Oregon Individual Income Tax Return for Nonresidents

Submit original form—do not submit photocopy

Office use only

Fiscal year ending:

Amended return. If amending for an NOL,

tax year the NOL was generated:

Calculated using “as if” federal return.

Space for 2-D barcode—do not write in box below

Short-year tax election.

Federal disaster relief.

Extension filed.

Federal Form 8886.

Form OR-24.

Military.

Employment exception.

First name	Initial	Last name		Social Security no. (SSN)		First time using	Applied
						First time using	Applied
			Deceased			this SSN (see	for ITIN
			Deceased	–	–	instructions)
						instructions)

Spouse’s first name	Initial	Spouse’s last name		Spouse’s SSN		First time using	Applied
						First time using	Applied
			Deceased			this SSN (see	for ITIN
			Deceased	–	–	instructions)
						instructions)

Current mailing address

Date of birth (mm/dd/yyyy)

/ /

Spouse’s date of birth

/ /

City

State

ZIP code

Country

Phone

( ) –

Filing status (check only one box)

1.		Single.
2.		Married filing jointly.

3.		Married filing separately (enter spouse’s information above).

4.		Head of household (with qualifying dependent).

5.		Qualifying widow(er) with dependent child.

Exemptions					Total
6a.Credits for yourself:		Regular		Severely disabled .... 6a.

Check box if someone else can claim you as a dependent.

6b.Credits for spouse:

Regular

Severely disabled .... 6b.

Check box if someone else can claim your spouse as a dependent.

Dependents. List your dependents in order from youngest to oldest. If more than four, check this box with your return.

and include Schedule OR-ADD-DEP

First name

Last name

Code*

Dependent’s SSN

Dependent’s date

of birth (mm/dd/yyyy)

Check if child with

qualifying disability

– –

/ /

– –

/ /

– –

/ /

– –

/ /

*Dependent relationship code (see instructions).

6c.	Total number of dependents	6c.
6d. Total number of dependent children with a qualifying disability (see instructions)		6d.
6e.	Total exemptions. Add 6a through 6d	Total. 6e.

2020 Form OR-40-N

Page 2 of 5, 150-101-048	Oregon Department of Revenue	00542001020000

(Rev. 08-25-20 ver. 01)

Name

SSN

– –

Note: Reprint page 1 if you make changes to this page.

Income

7.Wages, salaries, and other pay for work from federal Form 1040 or

	1040-SR, line 1. Include all Forms W-2	7F.
8.	Interest income from Form 1040 or 1040-SR, line 2b	8F.
9.	Dividend income from Form 1040 or 1040-SR, line 3b	9F.
10.	State and local income tax refunds from federal Schedule 1, line 1	10F.
11.	Alimony received from federal Schedule 1, line 2a	11F.
12.	Business income or loss from federal Schedule 1, line 3	12F.
13.	Capital gain or loss from Form 1040 or 1040-SR, line7	13F.
14.	Other gains or losses from federal Schedule 1, line 4	14F.
15.	IRA distributions from Form 1040 or 1040-SR, line 4b	15F.
16.	Pensions and annuities from Form 1040 or 1040-SR, line 5b	16F.
17.	Schedule E income or loss from federal Schedule 1, line 5	17F.
18.	Farm income or loss from federal Schedule 1, line 6	18F.

19.Social Security benefits from Form 1040 or 1040-SR, line 6b; and unem-

ployment and other income from federal Schedule 1, lines 7 and 8	19F.
20. Total income. Add lines 7 through 19	20F.

Federal column (F)

.00 7S.

.00 8S.

.00 9S.

.00 10S.

.00 11S.

.00 12S.

.00 13S.

.00 14S.

.00 15S.

.00 16S.

.00 17S.

.00 18S.

.00 19S.

.00 20S.

Oregon column (S)

.00

Adjustments

21.IRA or SEP and SIMPLE contributions, from federal Schedule 1,

	lines 15 and 19	21F.
22.	Education deductions from federal Schedule 1, lines 10, 20, and 21	22F.
23.	Moving expenses from federal Schedule 1, line 13	23F.
24.	Deduction for self-employment tax from federal Schedule 1, line 14	24F.

25.Self-employed health insurance deduction from federal

	Schedule 1, line 16	25F.
26.	Alimony paid from federal Schedule 1, line 18a	26F.
27.	Total adjustments from Schedule OR-ASC-NP, section 1	27F.
28.	Total adjustments. Add lines 21 through 27	28F.
29.	Income after adjustments. Line 20 minus line 28	29F.

.00	21S.
.00	22S.
.00	23S.
.00	24S.

.00	25S.
.00	26S.
.00	27S.
.00	28S.
.00	29S.

.00

Additions

30.	..............................Total additions from Schedule OR-ASC-NP, section 2	30F.	.00	30S.
31.	Income after additions. Add lines 29 and 30	31F.	.00	31S.

.00

Subtractions

32.Social Security and tier 1 Railroad Retirement Board benefits included

	on line 19F	32F.
33.	Total subtractions from Schedule OR-ASC-NP, section 3	33F.
34.	Income after subtractions. Line 31 minus lines 32 and 33	34F.
35.	Oregon percentage (see instructions; not more than 100.0%)	35.

.00

33S.

34S.

.00

2020 Form OR-40-N

Page 3 of 5, 150-101-048	Oregon Department of Revenue	00542001030000
Page 3 of 5, 150-101-048	Oregon Department of Revenue
(Rev. 08-25-20 ver. 01)
Name	SSN

– –

Note: Reprint page 1 if you make changes to this page.

Deductions and modifications

36. Amount from line 34S

36.

37.Oregon itemized deductions. Enter your Oregon itemized deductions from Schedule OR-A, line 23. If you

	are not itemizing your deductions, enter 0						37.
38.	Standard deduction. Enter your standard deduction (see instructions)						38.
	You were: 38a.	65 or older 38b.	Blind	Your spouse was: 38c.		65 or older 38d.		Blind
	You were: 38a.	65 or older 38b.	Blind	Your spouse was: 38c.		65 or older 38d.		Blind
39.	Enter the larger of line 37 or 38						39.
39.	Enter the larger of line 37 or 38						39.
40.	2020 federal tax liability. See instructions for the correct amount: $0-$6,950						40.
41.	Total modifications from Schedule OR-ASC-NP, section 4			......................................................................................			41.
42.	Deductions and modifications multiplied by the Oregon percentage (see instructions)				..........................................		42.
43.	Charitable art donation (see instructions)						43.
44.	Total deductions and modifications. Add lines 42 and 43						44.
45.	Oregon taxable income. Line 36 minus line 44. If line 44 is more than line 36, enter 0						45.

Oregon tax

46.	Tax. Check the appropriate box if you’re using an alternative method to calculate your tax (see instructions)						46.
	46a.	Schedule OR-FIA-40-N	46b.	Worksheet FCG	46c.	Schedule OR-PTE-NR
	46a.	Schedule OR-FIA-40-N	46b.	Worksheet FCG	46c.	Schedule OR-PTE-NR
47.	Interest on certain installment sales		.........................................................................................................................				47.
48.	Total tax before credits. Add lines 46 and 47						48.

Standard and carryforward credits

49.	Exemption credit (see instructions)	49.
50.	Total standard credits from Schedule OR-ASC-NP, section 5	50.
51.	Total standard credits. Add lines 49 and 50	51.
52.	Tax minus standard credits. Line 48 minus line 51. If line 51 is more than line 48, enter 0	52.

53.Total carryforward credits claimed this year from Schedule OR-ASC-NP, section 6. Line 53 can’t be more

than line 52 (see Schedules OR-ASC and OR-ASC-NP Instructions)	53.
54. Tax after standard and carryforward credits. Line 52 minus line 53	54.

Payments and refundable credits

55.	Oregon income tax withheld. Include a copy of Forms W-2 and 1099	55.
56.	Amount applied from your prior year’s tax refund	56.

57.Estimated tax payments for 2020. Include all payments you made prior to the filing date of this return,

	including real estate transactions. Do not include the amount you already reported on line 56	57.
58.	Tax payments from a pass-through entity	58.
59.	Earned income credit (see instructions)	59.

60.KickReserved(Oregon surplus credit). Enter your kicker credit amount (see instructions).

	If you elect to donate your kicker to the State School Fund, enter 0 and see line 76	60.
61.	Total refundable credits from Schedule OR-ASC-NP, section 7	61.
62.	Total payments and refundable credits. Add lines 55 through 61	62.

.00

2020 Form OR-40-N

Page 4 of 5, 150-101-048	Oregon Department of Revenue	00542001040000
Page 4 of 5, 150-101-048	Oregon Department of Revenue
(Rev. 08-25-20 ver. 01)
Name	SSN

– –

Note: Reprint page 1 if you make changes to this page.

Tax to pay or refund

63.	Overpayment of tax. If line 54 is less than line 62, you overpaid. Line 62 minus line 54		63.
64.	Net tax. If line 54 is more than line 62, you have tax to pay. Line 54 minus line 62		64.
65.	Penalty and interest for filing or paying late (see instructions)		65.
66.	Interest on underpayment of estimated tax. Include Form OR-10		66.

	Exception number from Form OR-10, line 1: 66a.	Check box if you annualized:	66b.
67.	Total penalty and interest due. Add lines 65 and 66		67.
68.	Net tax including penalty and interest. Line 64 plus line 67	This is the amount you owe. 68.
69.	Overpayment less penalty and interest. Line 63 minus line 67	This is your refund. 69.
70.	Estimated tax. Fill in the portion of line 69 you want applied to your open estimated tax account		70.
71.	Charitable checkoff donations from Schedule OR-DONATE, line 30	......................................................................	71.
72.	Oregon 529 college savings plan deposits from Schedule OR-529 (see instructions)		72.
73.	Total. Add lines 70 through 72. The total can’t be more than your refund on line 69		73.
74.	Net refund. Line 69 minus line 73	This is your net refund. 74.

Direct deposit

75.For direct deposit of your refund, see instructions. Check the box if the final deposit destination is outside the United States:

.00

Type of account:

Routing number:

Account number:

Checking or

Savings

KickerReserveddonation

76.Kicker donation. If you elect to donate your kicker to the State School Fund, check this box: 76a. Complete the kicker worksheet, located in the instructions, and enter the amount here.

This election is irrevocable

76b.

.00

2020 Form OR-40-N

Page 5 of 5, 150-101-048	Oregon Department of Revenue	00542001050000

(Rev. 08-25-20 ver. 01)

Name

SSN

– –

Note: Reprint page 1 if you make changes to this page.

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

Your signature

Date

X		/	/
Spouse’s signature (if filing jointly, both must sign)	Date
X		/	/
Signature of preparer other than taxpayer	Preparer phone				Preparer license number, if professionally prepared
X	(	)		–
Preparer address	City					State	ZIP code

Signing this return does not grant your preparer the right to represent you or make decisions on your behalf. For more information, see the instructions for the Tax Information Authorization and Power of Attorney for Representation form on our website.

Important: Include a copy of your federal Form 1040, 1040-SR, 1040-X, 1040-NR, or 1040-NR-EZ. Without this information, we may adjust your

return.

Make your payment (if you have an amount due on line 68)

•Online payments: Visit our website at www.oregon.gov/dor.

•Mailing your payment: Make your check or money order payable to the Oregon Department of Revenue. Write “2020 Oregon Form OR-40-N” and the last four digits of your SSN or ITIN on your check or money order. Include your payment with this return. Don’t use the Form OR-40-V payment voucher if you’re mailing your payment with your return.

Send in your return

Non-2-D barcode. If the 2-D barcode area on the front of this return is blank:

—Mail tax-due returns to: Oregon Department of Revenue, PO Box 14555, Salem OR 97309-0940.

—Mail refund and no-tax-due returns to: Oregon Department of Revenue, PO Box 14700, Salem OR 97309-0930.

2-D barcode. If the 2-D barcode area on the front of this return is filled in:

—Mail tax-due returns to: Oregon Department of Revenue, PO Box 14720, Salem OR 97309-0463.

—Mail refund and no-tax-due returns to: Oregon Department of Revenue, PO Box 14710, Salem OR 97309-0460.

Amended statement. Complete this section only if you’re amending your 2020 return or filing with a new SSN.

If filing an amended return, use this space to explain what you’re changing. Include the return line numbers and the reason for each change. If your filing status has changed, explain why. Include all supporting forms and schedules when you file your amended return, even if you haven’t changed anything on them.

If filing with a new SSN, enter your former identification number.

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How to complete oregon return enter form portion 1

2. Right after finishing the last step, go to the next part and enter all required particulars in all these fields - Spouse last name, Spouse SSN, Current address, City, Country, First time using this SSN see, Applied for ITIN, Deceased, State, ZIP code, Phone, Filing Status check only one box, Single, Married filing jointly, and Head of household with qualifying.

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3. The next part is easy - complete all the fields in Last name, SSN, Note Reprint page if you make, Exemptions, a Credits for yourself a, Check boxes that apply, Regular, Severely disabled, Someone else can claim you as a, b Credits for your spouse b, Check boxes that apply, Regular, Severely disabled, Someone else can claim you as a, and Dependents List your dependents in in order to finish the current step.

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5. Since you draw near to the end of this form, there are a couple more points to do. Mainly, Last name, SSN, Note Reprint page if you make, Income Wages salaries and other, Federal column F, Oregon column S, Interest income from Form or SR, Dividend income from Form or SR, State and local income tax, and Alimony received from federal must be filled out.

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Oregon Form 40N – Fill Out and Use This PDF

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