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Sorry, I didn't mean the forum shouldn't discuss it. I meant that "I" personally don't because it will change. I heard that the main objections were to the amount it would increase the deficit and debt, the SALT limitation, and by implication, probably the overall limitation on itemized deductions. Like I said, it didn't make it to the House floor, and Republican senators were already voicing strong objections, so that we know that the Senate would not pass it it's current form there either.

Oregon has now adopted rules similar to California. The preparation of Oregon Tax Returns for residents or a business residing or located in Oregon by preparers located outside of Oregon is considered to be Oregon Income subject to Oregon Tax.

Are you experiencing slower than expected refunds? For years, after electronic filing and acknowledgements, refunds would typically come through in about 10 days. My own refund took about a month. And I'm getting calls from clients who somehow think I can speed up their refund. Am I the only one? or are you experiencing the same.

The same, and so many of them are being questioned. This was not the case throughout most of the tax season. Some of the questions don't make any sense.

This might not be as bad as it sounds. The income threshold to file a return for OR nonresidents is about $2,700 single and $5.500 MFJ. That one OR client who pays you $500 is not going to trigger your filing in OR. Or is there some other rule governing tax preparers? EAs don't have to worry about it at all since those who reside in other states can't prepare OR returns anyway. So if you're a CPA preparing an OR return, be sure to keep your price at $5,495.

This didn't even make it out of committee in the House and why I've always had a policy of not discussing any legislation until it passes.

My understanding is that it would be based on where the client is residing at the time the return was prepared.

Do you know if a final PY return for a taxpayer that moved from OR be considered a "resident" return for this purpose?

Not a surprise. But based on your earlier email they are not going to have out of state EA preparers anyways because they don't recognize our licensure. I don't have any OR clients, and I guess I never will. I will send anyone who asks to you Lee. Tom Longview, TX

However, depending on where your client resided your income could be subject to Self Employment Tax from a Transit District or a City. Over $400 of Self Employment Income related to a client living in Eugene would require the filing of a Lane Transit District SE Tax Return and the filing of a City of Eugene SE Tax Return.