1 1 1 2 2 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 Form All layers With grid &2 data 84 85 3 4 82 83 3 3 4 4 5 Oregon Department of Revenue 5 2022 Form OR-20-INS 6 Oregon Insurance Excise Tax Return 6 7 7 8 Page 1 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 8 9 Short year beginning (MM/DD/YYYY) Short year ending (MM/DD/YYYY) 9 10 10 11 99/99/9999/ / 99/99/9999/ / 11 12 12 13 See instructions for checkboxes. 13 14 14 15 X New name X New address X Extension X Form OR-37 15 16 16 17 X Amended X Alternative apportionment request included 17 18 18 19 Corporation legal name 19 20 20 21 21 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 22 Federal employer identification number (FEIN) 22 23 23 24 24 99-9999999 25 Doing business as (DBA) or assumed business name (ABN) 25 26 26 27 27 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 28 Attn: or c/o, first name Initial Attn: or c/o, last name 28 29 29 30 30 XXXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 31 Corporation current address 31 32 32 33 33 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 34 City State ZIP code 34 35 35 36 XXXXXXXXXXXXXXXXXXXXXX XX XXXXX-XXXX - 36 37 37 38 Contact first name Initial Contact last name 38 39 39 40 40 XXXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 41 Contact phone 41 42 42 43 43 999-999-9999 44 Email 44 45 45 46 46 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 47 47 48 Only complete questions A through C if this is your first return, or the answer changed during this tax year. 48 49 49 50 A. Incorporated in (state) Incorporated on (date) (MM/DD/YYYY) 50 51 51 52 XX 99/99/9999/ / 52 53 B. State of commercial domicile C. Date business activity began in Oregon (MM/DD/YYYY) D. NAICS code 53 54 54 55 XX 99/99/9999/ / 999999 55 56 56 57 Continued on next page 57 58 58 59 59 60 60 61 61 62 62 150-102-129 63 (Rev. 08-04-22, ver. 01) 02932201010000 63 64 64 1 2 65 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 65 84 85 3 4 82 83 66 66 |
67 67 1 2 68 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 68 84 85 3 4 82 83 69 69 70 70 71 2022 Form OR-20-INS Oregon Department of Revenue 71 72 72 73 73 74 Page 2 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 74 75 75 76 E. X (1) Consolidated federal return X (2) Consolidated Oregon return X (3) Corporations included in consolidated federal 76 77 return, but not in Oregon return 77 78 78 79 F. Parent corporation name, if applicable 79 80 80 81 81 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 82 Parent corporation FEIN, if applicable G. Number of Oregon corporations 82 83 83 84 84 99-9999999 999 85 85 86 86 87 H. List the tax years for which federal waivers of the statute of limitations are in effect and dates on which waivers expire 87 88 88 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 89 89 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 90 90 91 I. List the tax years for which your federal taxable income was changed by an IRS audit or by an amended federal return filed during this tax year 91 92 92 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 93 93 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 94 94 95 95 96 J. If first return, indicate: X New business X Successor to previous business 96 97 97 98 Previous business name 98 99 99 100 100 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 101 FEIN 101 102 102 103 103 99-9999999 104 104 105 K. If final return, indicate: X Withdrawn X Dissolved X Merged or reorganized 105 106 106 107 Merged or reorganized corporation name 107 108 108 109 109 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 110 FEIN 110 111 111 112 112 99-9999999 113 113 114 114 115 115 116 L. Fill in the amount of your total Oregon sales .................................................L. , , 99,999,999,999.00, 0 0 116 117 117 118 118 119 119 120 120 121 121 122 122 123 Continued on next page 123 124 124 125 125 126 126 127 127 128 128 150-102-129 129 (Rev. 08-04-22, ver. 01) 02932201020000 129 130 130 1 2 131 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 131 84 85 3 4 82 83 132 132 |
133 133 1 2 134 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 134 84 85 3 4 82 83 135 135 136 136 137 2022 Form OR-20-INS Oregon Department of Revenue 137 138 138 139 139 140 Page 3 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 140 141 141 142 Income—Net income from the annual statement to the insurance commissioner: 142 143 143 144 1. Life, accident, and health companies (from page 4, line 35 of the 144 145 annual statement) ....................................................................................1. , , 99,999,999,999.00, 0 0 145 146 2. Less: Income, expenses, and other items attributable to separate 146 147 accounts (from ‘Summary of Operations,’ page 4, lines 5 & 8.1 of the 147 148 annual statement for life companies) .......................................................2. , , 99,999,999,999.00, 0 0 148 149 149 150 150 151 3. Subtotal (line 1 minus line 2) ....................................................................3. , , 99,999,999,999.00, 0 0 151 152 152 153 4. Fire, property, and casualty companies (from page 4, line 20 of the 153 154 annual statement) ....................................................................................4. , , 99,999,999,999.00, 0 0 154 155 155 156 5. Less: Underwriting profit derived from wet marine and 156 157 transportation insurance ..........................................................................5. , , 99,999,999,999.00, 0 0 157 158 158 159 159 160 6. Subtotal (line 4 minus line 5) ....................................................................6. , , 99,999,999,999.00, 0 0 160 161 161 162 162 163 7. Total (line 3 plus line 6) .............................................................................7. , , 99,999,999,999.00, 0 0 163 164 164 165 8. Total additions from Schedule OR-ASC-CORP, Section A 165 166 (see instructions) ......................................................................................8. , , 99,999,999,999.00, 0 0 166 167 167 168 168 169 9. Income after additions (line 7 plus line 8) ................................................9. , , 99,999,999,999.00, 0 0 169 170 170 171 10. Total subtractions from Schedule OR-ASC-CORP, Section B 171 172 (see instructions) ....................................................................................10. , , 99,999,999,999.00, 0 0 172 173 11. Income before net loss deduction (line 9 minus line 10). If income is 173 174 derived from sources both in Oregon and other states, carry 174 175 amount on line 11 to Schedule OR-AP, part 2, line 1. Complete 175 176 both parts of Schedule OR-AP ...........................................................11. , , 99,999,999,999.00, 0 0 176 177 177 178 178 179 12. Net loss deduction (include schedule, enter as a positive number) ......12. , , 99,999,999,999.00, 0 0 179 180 13. Enter the apportionment percentage from Schedule OR-AP, part 1, 180 181 line 23. Enter 100.0000 if you don’t apportion income. 181 182 You must include Schedule OR-AP to apportion income ................13. 999.9999 % 182 183 183 184 14. Oregon taxable income (line 11 minus line 12, or amount Schedule 184 185 OR-AP, part 2, line 12) ............................................................................14. , , 99,999,999,999.00, 0 0 185 186 186 187 187 188 188 189 Continued on next page 189 190 190 191 191 192 192 193 193 194 194 150-102-129 195 (Rev. 08-04-22, ver. 01) 02932201030000 195 196 196 1 2 197 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 197 84 85 3 4 82 83 198 198 |
199 199 1 2 200 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 200 84 85 3 4 82 83 201 201 202 202 203 2022 Form OR-20-INS Oregon Department of Revenue 203 204 204 205 205 206 Page 4 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 206 207 207 208 Tax 208 209 15. Calculated excise tax (see instructions) .................................................15. , , 99,999,999,999.00, 0 0 209 210 210 211 211 212 16. Minimum tax (based on Oregon sales, see instructions) .......................16. , , 99,999,999,999.00, 0 0 212 213 213 214 214 215 17. Tax (greater of line 15 or line 16) ............................................................17. , , 99,999,999,999.00, 0 0 215 216 216 217 217 218 18. Tax adjustment for installment sales interest (include schedule) ...........18. , , 99,999,999,999.00, 0 0 218 219 219 220 220 221 19. Tax before credits (line 17 plus line 18) ..................................................19. , , 99,999,999,999.00, 0 0 221 222 222 223 223 224 Credits 224 225 20. Total standard credits from Schedule OR-ASC-CORP, Section C.........20. , , 99,999,999,999.00, 0 0 225 226 226 227 21. Tax after standard credits (line 19 minus line 20, not less than 227 228 minimum tax) .........................................................................................21. , , 99,999,999,999.00, 0 0 228 229 229 230 22. Total carryforward credits from Schedule OR-ASC-CORP, 230 231 Section D ...............................................................................................22. , , 99,999,999,999.00, 0 0 231 232 232 233 233 234 23. OLHIGA (Oregon Life and Health Insurance Guaranty Association) ......23. , , 99,999,999,999.00, 0 0 234 235 235 236 236 237 24. Total carryforward credits/offsets (add lines 22 through 23) ..................24. , , 99,999,999,999.00, 0 0 237 238 238 239 239 240 Excise tax 240 241 25. Net excise tax (line 21 minus line 24, not below minimum tax; 241 242 see instructions) .....................................................................................25. , , 99,999,999,999.00, 0 0 242 243 26. Estimated tax payments, other prepayments, and refundable 243 244 credits from Schedule ES, line 8. Include payments made with 244 245 your extension........................................................................................26. , , 99,999,999,999.00, 0 0 245 246 246 247 27. Withholding payments made on your behalf from pass-through 247 248 entity or real estate income (include schedule) ......................................27. , , 99,999,999,999.00, 0 0 248 249 249 250 28. Tax due. Is line 25 more than line 26 plus line 27? If so, line 25 250 251 minus lines 26 and 27 .............................................................Tax due 28. , , 99,999,999,999.00, 0 0 251 252 252 253 29. Overpayment. Is line 25 less than line 26 plus line 27? 253 254 If so, line 26 plus line 27, minus line 25 ........................Overpayment 29. , , 99,999,999,999.00, 0 0 254 255 255 256 Continued on next page 256 257 257 258 258 259 259 260 260 150-102-129 261 (Rev. 08-04-22, ver. 01) 02932201040000 261 262 262 1 2 263 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 263 84 85 3 4 82 83 264 264 |
265 265 1 2 266 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 266 84 85 3 4 82 83 267 267 268 268 269 2022 Form OR-20-INS Oregon Department of Revenue 269 270 270 271 271 272 Page 5 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 272 273 273 274 274 275 30. Penalty due with this return ...................................................................30. , , 99,999,999,999.00, 0 0 275 276 276 277 277 278 31. Interest due with this return ...................................................................31. , , 99,999,999,999.00, 0 0 278 279 279 280 280 281 32. Interest on underpayment of estimated tax (include Form OR-37) .......32. , , 99,999,999,999.00, 0 0 281 282 282 283 283 284 33. Total penalty and interest (add lines 30 through 32) ...............................33. , , 99,999,999,999.00, 0 0 284 285 285 286 286 287 34. Total due (line 28 plus line 33) .............................................Total due 34. , , 99,999,999,999.00, 0 0 287 288 288 289 289 290 35. Refund available (line 29 minus line 33) ..................................Refund 35. , , 99,999,999,999.00, 0 0 290 291 291 292 292 293 36. Amount of refund to be credited to your open estimated tax account ...36. , , 99,999,999,999.00, 0 0 293 294 294 295 295 296 37. Net refund (line 35 minus line 36) .....................................Net refund 37. , , 99,999,999,999.00, 0 0 296 297 297 298 298 299 Schedule ES—Estimated tax payments, other prepayments, and refundable credits 299 300 1. Quarter 1 300 301 Payer name 301 302 302 303 303 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 304 Payer FEIN Date paid 304 305 305 306 99-9999999 99/99/9999/ / 306 307 307 308 308 309 1. Amount paid.............................................................................................1. , , 99,999,999,999.00, 0 0 309 310 310 311 311 312 2. Quarter 2 312 313 Payer name 313 314 314 315 315 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 316 Payer FEIN Date paid 316 317 317 318 99-9999999 99/99/9999/ / 318 319 319 320 320 321 2. Amount paid.............................................................................................2. , , 99,999,999,999.00, 0 0 321 322 322 323 Continued on next page 323 324 324 325 325 326 326 150-102-129 327 (Rev. 08-04-22, ver. 01) 02932201050000 327 328 328 1 2 329 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 329 84 85 3 4 82 83 330 330 |
331 331 1 2 332 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 332 84 85 3 4 82 83 333 333 334 334 335 2022 Form OR-20-INS Oregon Department of Revenue 335 336 336 337 337 338 Page 6 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 338 339 339 340 3. Quarter 3 340 341 Payer name 341 342 342 343 343 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 344 Payer FEIN Date paid 344 345 345 346 99-9999999 99/99/9999/ / 346 347 347 348 348 349 3. Amount paid.............................................................................................3. , , 99,999,999,999.00, 0 0 349 350 350 351 351 352 4. Quarter 4 352 353 Payer name 353 354 354 355 355 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 356 Payer FEIN Date paid 356 357 357 358 99-9999999 99/99/9999/ / 358 359 359 360 360 361 4. Amount paid.............................................................................................4. , , 99,999,999,999.00, 0 0 361 362 362 363 363 364 5. Overpayment of another year’s tax applied as a credit against this 364 365 year’s tax ..................................................................................................5. , , 99,999,999,999.00, 0 0 365 366 366 367 367 368 6. Payments made with extension or other prepayments for this tax year ...6. , , 99,999,999,999.00, 0 0 368 369 Date paid (MM/DD/YYYY) 369 370 370 371 99/99/9999/ / 371 372 372 373 7. Refundable credits from Schedule OR-ASC-CORP, Section E ...............7. , , 99,999,999,999.00, 0 0 373 374 374 375 375 376 8. Total prepayments and refundable credits (carry to line 26 above) .........8. , , 99,999,999,999.00, 0 0 376 377 377 378 378 379 379 380 380 381 381 382 382 383 383 384 384 385 385 386 386 387 Continued on next page 387 388 388 389 389 390 390 391 391 392 392 150-102-129 393 (Rev. 08-04-22, ver. 01) 02932201060000 393 394 394 1 2 395 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 395 84 85 3 4 82 83 396 396 |
397 397 1 2 398 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 398 84 85 3 4 82 83 399 399 400 400 401 2022 Form OR-20-INS Oregon Department of Revenue 401 402 402 403 403 404 Page 7 of 7 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%). • Don’t submit photocopies or use staples. 404 405 405 406 Under penalty of false swearing, I declare that the information in this return and any enclosures are true, correct, and complete. 406 407 Officer signature 407 408 408 409 X 409 410 Date (MM/DD/YYYY) 410 411 411 412 99/99/9999/ / 412 413 Officer first name Initial Officer last name 413 414 414 415 415 XXXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 416 Officer title 416 417 417 418 418 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 419 419 420 Preparer signature other than taxpayer 420 421 421 422 X 422 423 Date (MM/DD/YYYY) Phone Preparer license number 423 424 424 425 99/99/9999/ / 999-999-9999 XXXXXXXXXX 425 426 Preparer first name Initial Preparer last name 426 427 427 428 428 XXXXXXXXXXXXXXXX X XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 429 Preparer address 429 430 430 431 431 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 432 City State ZIP code 432 433 433 434 XXXXXXXXXXXXXXXXXXXXXX XX XXXXX-XXXX - 434 435 435 436 436 437 Mail refund returns and no tax due returns to: Mail tax-to-pay returns with payment to: 437 438 Refund, PO Box 14777, Salem OR 97309-0960 Oregon Department of Revenue, PO Box 14790, Salem OR 97309-0470 438 439 Do not include a payment voucher with your return. Include Oregon schedules and file with the Oregon Department of Revenue. 439 440 440 441 441 442 442 443 443 444 444 445 445 446 446 447 447 448 448 449 449 450 450 451 451 452 452 453 453 454 454 455 455 456 456 457 457 458 458 150-102-129 459 (Rev. 08-04-22, ver. 01) 02932201070000 459 460 460 1 2 461 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 461 84 85 3 4 82 83 462 462 |