Finance

Oregon Kicker Calculator

Estimate your Oregon surplus refund credit from your prior-year tax liability.

Enter your values

Enter the percentage published for the tax year you are filing.

Results update instantly as you type — no submit needed.

Results
Estimated kicker credit
$1,549.80
Liability used
$3,500.00
Kicker rate applied
44.28 %

Working

  1. 1Start from line 22 of your prior-year Form OR-40: $3,500.00
  2. 2No exemption credit subtracted.
  3. 3Multiply by 44.28%: $1,549.80

Quick answer

The Oregon kicker is a surplus refund paid as a credit on your state return. Your credit equals your prior-year Oregon tax liability before credits, multiplied by the kicker percentage announced by the Office of Economic Analysis.

Kicker credit = prior-year tax liability before credits × kicker percentage

How to use the Oregon Kicker Calculator

  1. 1Find your prior-year Oregon tax liability before credits (Form OR-40, line 22).
  2. 2Enter the kicker percentage announced for that year.
  3. 3Read the estimated credit — it is claimed on the following year's return.

Frequently asked questions

How is the Oregon kicker calculated?

Multiply your prior-year Oregon tax liability before credits (minus any exemption credit) by the kicker percentage the state announces when revenue exceeds the forecast by more than 2%.

Is the kicker a check or a credit?

Since 2011 it is a credit on your Oregon income tax return, not a mailed cheque. It can be donated to the State School Fund instead.

Do I need to have filed the prior year to get it?

Yes. The credit is based on your prior-year return, so you must have filed it even if you had no tax due.