Good day,

We need to update you on a recent process change.
As you know, returns requiring additional documentation for processing can still be e-filed for Oregon but the required information had to be mailed or faxed to the department in order to process the return. To both facilitate processing and reduce the amount of processing related correspondence we send to taxpayers, we modified our process for e-filed returns that claim a credit for income taxes paid to another state for tax year 2008. We will no longer require the first two pages of the other state's return or a schedule if the credit is from an S corporation prior to the return being processed.

However, the department may request the first two pages of the other state’s return or the S corporation schedule at a later date. You may continue the past practice of submitting the documentation initially if you so choose or you may wait until the department requests the documentation. The request would be sent to the taxpayer, not to the preparer. We expect that for the upcoming season very few requests for this documentation would originate out of our processing unit.

If you have questions about this change or about this credit, please direct your inquiries to: