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:
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:
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.