Return types (1041-OR)

See below for information regarding the treatment of select return types in Onvio Tax.

  • For grantor and charitable returns, Onvio Tax will calculate refund returns.
  • For Charitable returns filing Form 5227 or 1041-A, there is no Oregon source calculation. Onvio Tax generates a copy of the federal K-1 and Oregon K-1 with beneficiary Nonresident Source Income.
  • For Bankruptcy returns, Onvio Tax follows the federal return. If you are filing the Schedule P, there are state-specific data entry fields.

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