Oregon Dept. of Revenue
Emergency Messages as of 4:52 am, Sat. Jan. 29
No information currently posted.
News Releases
Revenue provides 2022 tax season tips - 01/12/22

The Oregon Department of Revenue is offering tips to taxpayers in preparation for the 2022 tax filing season. The IRS and DOR will begin accepting efile tax returns on January 24.  The tax filing deadline this year is April 18.

Returns will be processed in the order they are received. However, as in years past, the department won’t issue personal income tax refunds until mid-February. A refund hold is part of the department’s tax fraud prevention efforts and allows for confirmation that the amounts claimed on tax returns match what employers report on forms W-2 and 1099. 

Revenue encourages taxpayers to organize their tax records and check on the following items before filing their 2021 tax return to ensure that it is a complete and accurate tax return:

  • Make sure your information is current at Revenue Online.
  • If you don’t have a Revenue Online account, we encourage you to set one up.
  • See the IRS and DOR websites for tax filing tips.
  • Assemble your W-2 from your employer(s), 1099 forms and other documents you will need to file. 
  • Check the amount of any Child Tax Credit payments you received. Advance payments were sent automatically by the IRS to those eligible. Families who received advance payments need to file a 2021 tax return and compare the advance payments they received in 2021 with the amount of the Child Tax Credit they can properly claim on their 2021 federal tax return.
  • Choose a reputable tax preparer. The Oregon Board of Tax Practitioners offers a License Lookup website and there is more information from the IRS website.

The Oregon Office of Economic Analysis (OEA) confirmed a nearly $1.9 billion tax surplus, triggering a tax surplus credit, or kicker, for the 2021 tax year that will be returned to taxpayers through a credit on their 2021 state personal income tax returns filed in 2022.

You're eligible to claim the kicker if you filed a 2020 tax return and had tax due before credits. Even if you don't have a filing obligation for 2021, you still must file a 2021 tax return to claim your kicker credit. There will be detailed information on how to claim your kicker credit in the 2021 Oregon personal income tax return instructions: Form OR-40 for full-year Oregon residents, Form OR-40-P for part-year residents, and Form OR-40-N for nonresidents. Composite and fiduciary-income tax return filers are also eligible. Use the What’s My Kicker calculator to determine what your credit amount will be.

Keep in mind that the state may use all or part of your kicker to pay any state debt you owe, such as tax due for other years, child support, court fines, or school loans. 

Here are a few other things for taxpayers to keep in mind this tax season:

  • E-filing is the fastest way to get your 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. There are several free or low-cost preparation options available for both federal and Oregon tax returns, as long you meet the qualifications. Free tax preparation services are available for low- to moderate-income taxpayers through AARP and CASH Oregon. United Way also offers free tax help through their MyFreeTaxes program. Check the DOR website for more information. 
  • Taxpayers can order copies of past returns, letters, or other correspondence—from 2015 to current—through their Revenue Online account. They can also order and pay for these, or older documents, over the phone at 800-356-4222. 
  • Anyone who needs a personal income tax return booklet can download and print it from the department’s website at www.oregon.gov/dor/forms They can also order a copy online, by calling 503-378-4988 or 800-356-4222, or by mailing their request—along with their name, phone number, and mailing address to

Forms

Oregon Department of Revenue

PO Box 14999

Salem, OR 97309-0990 

For more information about the Earned Income Tax Credit and eligibility, visit the IRS website at www.irs.gov. For details on the Oregon Earned Income Credit, visit the DOR website. Even taxpayers who aren’t required to file taxes could be eligible for both credits.

You can visit www.oregon.gov/dor to get forms, check the status of your refund, or make payments. Call 503-378-4988 or 800-356-4222 (toll-free) or email questions.dor@oregon.gov for additional assistance. For TTY for hearing- or speech-impaired, call 800-886-7204.

Codi Trudell
Codi Trudell
Revenue launches Taxpayer Advocate Office (Photo) - 01/03/22

Salem, OR—The Oregon Department of Revenue has launched a new office to help create a clear and easy experience for Oregon taxpayers. Codi Trudell will serve as Oregon’s first Taxpayer Advocate, agency Director Betsy Imholt announced today.

House Bill 3373 (2021) created the Office of the Taxpayer Advocate within the Department of Revenue. Joining Trudell will be Public Service Representative Emely Lozano De Opico and Research Analyst Michael Metiva.

“The taxpayer advocate is an independent office and will enhance the department’s services to taxpayers. It will provide opportunities to proactively connect with taxpayers and form collaborative partnerships with community-based organizations. All of these efforts will contribute to the ability of the taxpayer to have a voice within the agency, increasing system equity and voluntary compliance,” Imholt said.
The Office of the Taxpayer Advocate will:
• Identify issues or barriers to equitable and fair tax collection.
• Provide expeditious service to taxpayers whose tax-related problems are not resolved through ordinary channels including contact with customer service, legislators, or the Director’s Office.
• Receive and evaluate complaints of improper, abusive, or inefficient service by agency employees.
• Identify systemic issues and make recommendations to address them.
• Have the authority to issue taxpayer assistance orders to compel the agency to act in an individual taxpayer’s case.
“I am excited about the opportunity to become both a voice and a resource for Oregon taxpayers. I look forward to identifying meaningful ways of working with community partners, especially in efforts to reach previously underserved populations,” Trudell said.

Trudell’s public service career includes experience as manager of the Disadvantaged/Small Business Program at the Oregon Department of Transportation; deputy director of voting services for the Secretary of State; elections supervisor for Polk and Benton Counties; and coordinator for community outreach for Oregon Senate Majority Office. She holds a bachelor’s degree in political science from Oregon State University.

De Opico has been a Department of Revenue Agent for more than eight years. Her ability to communicate in both English and Spanish allows her to reach a broad community. She has an associate’s degree in Accounting and a certificate in tax preparation from Chemeketa Community College.

Metiva has bachelor’s degrees in physics and economics, which included significant education in statistics and analysis. He also holds a master’s degree in Horticulture which expanded on that education and put it to use in a variety of independent and collaborative research projects. He joins Revenue from the Horticulture Department of Michigan State University.

To reach the Taxpayer Advocate Office email .advocate@dor.oregon.gov?subject=RE:%20">taxpayer.advocate@dor.oregon.gov or call 503-945-8700. You can subscribe to the Taxpayer Advocate email news update list on the advocate’s page of the Department of Revenue website.

To get tax forms, check the status of your refund, or make tax payments, visit www.oregon.gov/dor or email questions.dor@oregon.gov. You also can call 800-356-4222 toll-free from an Oregon prefix (English or Spanish) or 503-378-4988 in Salem and outside Oregon. For TTY (hearing- or speech-impaired), we accept all relay calls.

Attached Media Files: Codi Trudell