Question

Jerry moved from California to Oregon and filed Form 40P. You have amended his federal return to show additional income earned in California. For Oregon, Jerry should:

a. File a new Form 40P and write amended on top.
b. Do nothing because the income was not received in Oregon.
c. File Form 40 and attach the amended schedule.
d. File an amended Form 40P and attach the amended schedule.

Answer 1

Jerry should file an amended Form 40P for Oregon after discovering additional income earned in California and amending his federal return, to ensure all tax information is accurate and up-to-date.

Step-by-step explanation:

When Jerry moved from California to Oregon and discovered additional income earned in California after filing his federal return, for Oregon tax purposes, Jerry should: d. File an amended Form 40P and attach the amended schedule. This is because when you amend your federal return, you typically also need to amend your state return to reflect any changes. Since the income was originally earned in California and Jerry was a California resident at the time, Oregon needs the updated information to assess if there are any implications for Oregon state taxes.