Salem, OR—Midnight tonight, April 15, 2024, is the deadline to file tax year 2023 state and federal personal income tax returns and the Oregon Department of Revenue wants to remind taxpayers of the tools available to make the experience easier for both those who haven’t yet filed their 2023 return and those who have.
Through April 14, Revenue has processed 1.67 million of an expected 2.2 million returns and issued nearly 1.4 million refunds.
Free filing options
Revenue reminds those who haven’t yet filed, that filing electronically is the fastest way for taxpayers to get their refund. Oregon Free Fillable Forms performs basic calculations and is ideal for taxpayers who don’t need help preparing their returns and want the convenience of filing electronically. The IRS offers a similar option for filing federal taxes electronically.
New this year, the department is also offering Direct File Oregon, which allows taxpayers to file their Form OR-40 through Revenue Online. Direct File Oregon is not currently linked with the IRS Direct File. Taxpayers will need to file a separate federal return with the IRS before filing an Oregon return with Direct File Oregon through Revenue Online.
Information about other available free tax preparation tax preparation software is available on the Revenue website, along with a list of organizations providing free or reduced cost assistance.
What’s My Kicker? calculator
In 2024 Oregon is returning $5.61 billion in surplus revenue to taxpayers in the form of a “kicker” tax credit. Taxpayers will receive their kicker as part of their refund, or the kicker can reduce the tax they owe.
Taxpayers, who have not filed their 2023 return, should not guess at their kicker amount. They can determine the amount of their kicker using the What’s My Kicker? calculator available on Revenue Online. To use the tool, taxpayers will need to enter their name, Social Security Number, and filing status for 2022 and 2023.
Where’s my refund? tool and video
Taxpayers wondering about the refund on their 2023 tax year return, can use the Oregon Department of Revenue’s Where’s My Refund? tool to check its status and, if they want more information, watch a video outlining the refund timelines to better understand the process.
Doug, the new virtual assistant
The agency’s new virtual assistant Doug is now available 24 hours a day, seven days a week on Revenue Online to answer general tax questions.
Doug, an avatar Oregon fir tree, is located in the upper right hand corner of the Revenue Online homepage. With just a few clicks of the keyboard, users will be able to access instant, helpful, insightful answers. It's important to note that Doug does have some limitations. The virtual assistant is pre-programmed with answers to common questions, therefore, users with detailed questions pertaining to their unique circumstances are encouraged to consult their tax preparer or contact the department directly.
If you file a paper return
Taxpayers who haven’t yet filed their 2023 return and file a paper return should make sure it’s post-marked by today or place it in one of the drop boxes available on both the east and west sides of the Department of Revenue Building in Salem, or outside the DOR offices in Portland, Gresham, Eugene, Medford, and Bend.
DOR staff will be on hand in the atrium of the Salem headquarters building today until 5 PM to accept and stamp tax returns as having been filed timely.
Filing an extension.
Individuals who are not able to file by midnight can file an extension directly with the Oregon Department of Revenue or with the Internal Revenue Service (IRS). If the IRS extension is granted, the Oregon extension is automatically granted. A timely filed extension moves the federal tax filing deadline and the Oregon filing deadline to October 15, 2024.
Taxpayers should only request an Oregon extension if they:
Remember that having a filing extension is not an extension to pay any tax owed. Taxpayers who can’t pay the full amount they owe, should pay what they can to avoid late payment penalties.
First quarter 2024 estimated payments due today
Today is also the due date for first quarter estimated payments. In most cases, taxpayers must make estimated tax payments for tax year 2024 if they estimate their tax after withholding and credits (including refundable credits) will be $1,000 or more when they file their 2024 Oregon return. Taxpayers can make their payments on Revenue Online or mail their payment with a voucher. Taxpayers mailing their payment should mail it separately from their return or other correspondence. Oregon Estimated Income Tax Instructions, Publication OR-ESTIMATE, can be found on the Revenue website.
Visit www.oregon.gov/dor to get tax forms, see a list of approved tax preparation software products, check the status of your refund, or make tax payments. For questions not answered on our website, call 800-356-4222 toll-free (English or Spanish) or 503-378-4988 or email questions.dor@oregon.gov. For TTY (hearing or speech impaired), we accept all relay calls. Due to the number of calls Revenue receives during tax season, you may experience extended wait times.
Salem, OR— It’s not an April Fools’ joke. This year’s tax deadline is just two weeks away as both state and federal income taxes need to be filed by April 15.
Nearly 1.3 million Oregonians have already filed their state personal income tax returns. The state expecting to receive 2.2 million returns in 2024, leaving more than 900,000 Oregonians who still have to file their taxes in the next two weeks.
The department offers the following information for taxpayers who still need to file their state return.
File electronically.
E-filing is the fastest way for taxpayers to get their tax refund. On average, taxpayers who e-file their returns and request their refund via direct deposit receive their refund sooner than those who file paper returns and request paper refund checks. Taxpayers should file just once. Sending a paper return through the mail after e-filing will a delay a refund.
Free filing options
Revenue provides several options for taxpayers to e-file their returns for free. Oregon Free Fillable Forms performs basic calculations and is ideal for taxpayers who don’t need help preparing their returns and want the convenience of filing electronically. The IRS offers a similar option for filing federal taxes electronically.
New this year, the department is also offering Direct File Oregon, which allows taxpayers to file their Form OR-40 through Revenue Online. Direct File Oregon is not currently linked with the IRS Direct File. Taxpayers will need to file a separate federal return with the IRS before filing an Oregon return with Direct File Oregon through Revenue Online.
Information about other available free tax preparation tax preparation software is available on the Revenue website, along with a list of organizations providing free or reduced cost assistance.
What’s My Kicker? calculator
In 2024 Oregon is returning $5.61 billion in surplus revenue to taxpayers in the form of a “kicker” tax credit. Taxpayers will receive their kicker as part of their refund, or the kicker can reduce the tax they owe.
Taxpayers, who have not filed their 2023 return, should not guess at their kicker amount. They can determine the amount of their kicker using the What’s My Kicker? calculator available on Revenue Online. To use the tool, taxpayers will need to enter their name, Social Security Number, and filing status for 2022 and 2023.
Where’s my refund? tool and video
Revenue has issued nearly 1.1 million refunds already this year, most within two weeks of filing. Taxpayers wondering about the refund on their 2023 tax year return, can use the Oregon Department of Revenue’s Where’s My Refund? tool to check its status and, if they want more information, watch a video outlining the refund timelines to better understand the process.
Filing an extension.
Individuals who are not able to file by April 15, 2024 can file an extension directly with the Oregon Department of Revenue or with the Internal Revenue Service (IRS). If the IRS extension is granted, the Oregon extension is automatically granted. A timely filed extension moves the federal tax filing deadline and the Oregon filing deadline to October 16, 2023.
Only request an Oregon extension if you:
Remember that having a filing extension is not an extension to pay any tax owed. Taxpayers who can’t pay the full amount they owe, should pay what they can to avoid late payment penalties.
Visit www.oregon.gov/dor to get tax forms, see a list of approved tax preparation software products, check the status of your refund, or make tax payments. For questions not answered on our website, call 800-356-4222 toll-free (English or Spanish) or 503-378-4988 or email questions.dor@dor.oregon.gov. For TTY (hearing or speech impaired), we accept all relay calls. Due to the number of calls Revenue receives during tax season, you may experience extended wait times.
Salem, OR—The largest “Kicker” in Oregon history has Oregon taxpayers more excited than ever about getting their state income tax refund this year.
The $5.61 billion in surplus revenue for the 2021-23 biennium is being returned to taxpayers in the form of a “kicker” tax credit of 44.28 percent of the Oregon income tax they paid in 2022. The kicker can reduce how much taxpayers owe the state, or, increase how much they get back—a fact that has heightened refund anticipation.
Taxpayers wondering about the refund on their 2023 tax year return, can use the Oregon Department of Revenue’s Where’s My Refund? tool to check its status and a video outlining the refund timelines is also available to help taxpayers understand the process.
Through March 19, the Oregon Department of Revenue has received and processed nearly 1.1 million returns and has issued more than 916,000 refunds. That leaves a little more than half of the expected 2.2 million Oregon income tax returns to be filed in the final 26 days before the April 15 deadline.
"It looks like typical Oregon rainy spring break weather this weekend," said Megan Denison, administrator of DOR's Personal Tax and Compliance Division. "If you haven't filed your taxes yet, take care of them this weekend and beat the April rush."
Besides the high volume of returns filed at the end of tax season, there are other common things that can make it take longer for Oregonians to get their refunds.
Five common reasons refunds take longer and what to do about it.
• Filing a paper return. Paper returns take longer to process and, as a result, it takes longer to issue related refunds. File electronically instead.
• Filing electronically and requesting to receive a refund via a check takes longer. Request direct deposit instead.
• Filing more than once. Sending a duplicate paper return through the mail after e-filing will a delay a refund. Taxpayers should file just once.
• Refunds for taxpayers that are new to filing returns may be delayed so we can verify your identity. Taxpayers who receive a letter requesting identity verification are urged to respond promptly through Revenue Online to speed the processing of their return.
• Refunds can also be delayed when errors are identified on returns. Taxpayers who receive a letter requesting additional information are urged to respond promptly through Revenue Online to speed the processing of their return.
To check the status of their refund with the Where’s My Refund? tool tool on Revenue Online, taxpayers will need their:
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN);
• Filing status; and
• The exact refund amount shown on:
o Line 47 of their Form OR-40, or
o Line 72 of their Form OR-40-N, or
o Line 71 of their Form OR-40-P
The Department of Revenue recommends that taxpayers wait one week after they have electronically filed their return to use the Where’s My Refund tool.
Most refunds are issued within two weeks, but returns that need more review may take up to 16 weeks before a refund is issued.
Filing electronically is the fastest way for taxpayers to get their refund. On average, taxpayers who e-file their returns and request their refund via direct deposit receive their refund two weeks sooner than those who file paper returns and request paper refund checks.
All Oregon resident taxpayers preparing their own returns in 2024 can file electronically at no cost using one of the free file options that can be found on the Department of Revenue website.
Taxpayers can check the status of their federal tax refunds on the IRS website .