TAXES 17-06, Oregon State Income Tax Withholding

Published: March 8, 2017
Effective: Pay Period 06, 2017

Summary

The income tax withholdings for the State of Oregon will change as follows:

No action on the part of the employee or the personnel office is necessary.

Tax Formula

State Abbreviation:

OR

State Tax Withholding State Code:

41

Acceptable Exemption Form:

W-4

Basis for Withholding:

State or Federal Exemptions

Acceptable Exemption Data:

S/M, Number of Exemptions

TSP Deferred:

Yes

Special Coding:

None

Additional Information:

If a State income tax certificate has not been processed or if a valid State exemption code is not present, the Federal exemption code will be used in the computation of State tax; or if an invalid marital status (other than S or M) is present with the number of State exemptions, the highest Oregon withholding rate (Single), with the number of exemptions, will be used in the computation of State tax.

Withholding Formula (Effective Pay Period 06, 2017)

  1. Subtract the nontaxable biweekly Thrift Savings Plan contributions from the gross biweekly wages.
  2. Subtract the nontaxable biweekly Federal Health Benefits Plan payment(s) (includes dental and vision insurance program and flexible spending account - health care and dependent care deductions) from the amount computed in step 1.
  3. Add the taxable biweekly fringe benefits (i.e., taxable life insurance) to the amount computed in step 2 to obtain the adjusted gross biweekly wages.
  4. Multiply the adjusted gross biweekly wages times 26 to obtain the gross annual wages.
  5. Subtract the employee's annualized Federal withholding tax from annualized gross pay to determine annualized taxable wages. The annualized Federal withholding tax to be deducted cannot exceed the maximum amount shown in the following table(s) based on marital status and the annualized gross pay calculated in step 4:

    Note: To calculate the annualized Federal withholding tax, multiply the biweekly Federal income tax withholding times 26 and deduct from the result of step 4.

    Single (Regardless of the Number of Exemptions) Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Maximum Federal Deduction Amount Is:

    Over $0 but not over $124,999.99

    $6,550

    Over $124,999.99 but not over $129,999.99

    $5,200

    Over $129,999.99 but not over $134,999.99

    $3,900

    Over $134,999.99 but not over $139,999.99

    $2,600

    Over $139,999.99 but not over $144,999.99

    $1,300

    Over $144,999.99

    $0

    Married (Regardless of the Number of Exemptions) Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Maximum Federal Deduction Amount Is:

    Over $0 but not over $249,999.99

    $6,550

    Over $249,999.99 but not over $259,999.99

    $5,200

    Over $259,999.99 but not over $269,999.99

    $3,900

    Over $269,999.99 but not over $279,999.99

    $2,600

    Over $279,999.99 but not over $289,999.99

    $1,300

    Over $289,999.99

    $0

  6. Determine the standard deduction allowance by applying the following guideline and subtract this amount from the annual wages:

    If the Employee Is:

    The Standard Deduction Is:

    Single claiming less than three exemptions

    $2,175

    Single claiming three or more exemptions

    $4,350

    Married

    $4,350

  7. If the employee's annualized gross wages calculated in step 4 are less than $50,000, calculate the annual tax amount on the adjusted taxable wages using one of the tables below.

    Single (With Less Than Three Exemptions) Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Amount of Tax Withholding Should Be:

    Over $0 but not over $3,400

    $197.00 plus 5% of excess over $0

    Over $3,400 but not over $8,500

    $367.00 plus 7% of excess over $3,400

    Over $8,500

    $724.00 plus 9% of excess over $8,500

    Single (With Three or More Exemptions) or Married Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Amount of Tax Withholding Should Be:

    Over $0 but not over $6,800

    $197.00 plus 5% of excess over $0

    Over $6,800 but not over $17,000

    $537.00 plus 7% of excess over $6,800

    Over $17,000

    $1,251.00 plus 9% of excess over $17,000

  8. If the employee's annualized gross wages calculated in step 4 are $50,000 or more, calculate the annual tax amount on the adjusted taxable wages using one of the tables below.

    Single (With Less Than Three Exemptions) Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Amount of Tax Withholding Should Be:

    Over $0 but not over $8,500

    $0.00

    Over $8,500 but not over $125,000

    $527.00 plus 9% of excess over $8,500

    Over $125,000

    $11,012.00 plus 9.9% of excess over $125,000

    Single (With Three or More Exemptions) or Married Tax Withholding Table

    If the Amount of Taxable Income Is:

    The Amount of Tax Withholding Should Be:

    Over $0 but not over $17,000

    $0.00

    Over $17,000 but not over $250,000

    $1,054.00 plus 9% of excess over $17,000

    Over $250,000

    $22,024.00 plus 9.9% of excess over $250,000

  9. Based on the employee's marital status and the annualized gross wages calculated in step 4, reduce the total number of exemptions claimed by the personal allowance shown in the following table (do not reduce exemptions below zero):

    Marital Status

    Annualized Wages

    Total Exemptions Claimed

    Personal Allowance Reduction

    Single

    Greater than $100,000

    1 or more

    1

    Married

    Greater than $200,000

    1

    1

    Married

    Greater than $200,000

    2 or more

    2

  10. Multiply the adjusted number of exemptions claimed by $197 and subtract this amount from the annual tax calculated above.
  11. Divide the annual Oregon tax withholding calculated in step 7 by 26 to obtain the biweekly Oregon tax withholding.

Resources

To view the updated tax formula, go to the HR and Payroll Clients page from the MyNFC drop-down menu on the National Finance Center (NFC) homepage. Select the Publications tab in the center ribbon. Select U.S. Income Tax Formulas from the Publication menu to launch the tax map. Select the desired State from the map provided for the formula.

Previous Tax Bulletin

Inquiries

For questions about NFC processing, authorized Servicing Personnel Office representatives should contact the NFC Contact Center at 1-855-NFC-4GOV (1-855-632-4468) or via the Internet using the Requester Console.