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The Oregon surplus credit, known as the “kicker,” is a way for state government to return some of your taxes to you when revenues are more than predicted. The Oregon Department of Administrative Services determines whether there is a surplus and the amount to be returned to taxpayers as a kicker. If there’s a surplus, the kicker may be claimed on the return as a refundable tax credit. If there’s no surplus, there’s no kicker.

For 2020, your kicker is 17.171 percent of your 2019 total Oregon personal income tax liability. Depending on whether or not your filing status or marital status changed from 2019 to 2020, this amount may need to be adjusted further.

The following will take you back to the part of the program where you can enter the 2019 information needed to calculate the Oregon Surplus (Kicker) tax credit.

  1. From within your TaxAct return (Online or Desktop), click State to expand, then click Oregon (or OR). On smaller devices, click in the upper left-hand corner, then click State.
  2. Click Credits in the Oregon Quick Q&A Topics menu.
  3. Click Review on the "Oregon Kicker (Surplus) Credit" row, then proceed with the interview questions to enter or review the appropriate information.

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