Form OC1 print requirements
Generate, complete, and print Form OC1, Oregon Composite Return Tax Calculation for Individual and Fiduciary Owners.
The following conditions must be met before Form OC1 generates:
- The partner must be a non-resident of Oregon.
- The composite return must be activated for each necessary non-resident partner.
The Owner Type field determines whether a partner appears on Form OC1 (Individual, Estate, or Trust) or Form OC2 (C Corporation).
- Go to . Confirm the partner is a non-resident of Oregon.
- Go to . Confirm the composite return is activated for the partner.
- Go to .
- Complete the following fields, withOwner Typebeing mandatory:
- Owner Type— selectIndividual,Estate, orTrustto include the partner on Form OC1
- Tax Type
- Filing Status
- Enter any required overrides. To access override information for individual partner information and totals, double-click the partner's name to open the yellow pages. Override fields are found in the yellow pages following Form OC1.
- Go to .
- Optional: To activate the Oregon Composite Payment Transfer Request, go to . Mark theChecked to not include shareholder in composite filingcheckbox.
- Do a full recompute, then print.
