Oregon Dept. of Revenue
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Oregon Kids Credit offers big boost for lowest-income families - 02/15/24

Free filing assistance available to help taxpayers claim their credits

Salem, OR—A new state tax credit could provide up to $5,000 for Oregon’s lowest income families who file an Oregon state income tax return.

The Oregon Kids Credit, created by the Legislature last year, is a refundable credit for low-income people with young dependent children. For those with a modified adjusted gross income (MAGI) of $25,000 or less, the full credit is $1,000 per child for up to five dependent children under the age of six at the end of the tax year—a maximum benefit of $5,000. A partial credit is available for individuals and families with an MAGI up to $30,000.

When combined with the federal Earned Income Tax Credit and the Oregon Earned Income Credit, it could help boost the tax refund for the lowest income families to more than $13,000.

The EITC is for people with an adjusted gross income of up to $63,398 in 2023. Families may be eligible for a maximum refundable credit of $7,430 on their federal tax return, and a maximum Oregon EIC of $891 on their state tax return.

All three credits are fully refundable, meaning the portion of the credit that is larger than what a taxpayer owes can be refunded. Taxpayers may even be able to claim the credits and receive a tax refund if they don’t normally file a tax return.

To claim the credits, taxpayers must file a return. To assist taxpayers, Oregon offers several free filing options, including free fillable forms and the new Direct File Oregon. Taxpayers who need help filing their taxes can also find free assistance options on the agency website.

Families who are eligible for the Oregon Kids Credit are also likely eligible for the partially refundable Working Family Household and Dependent Care Credit (WFHDC), which helps low- to moderate-income families pay for the care of their dependents while they're working, looking for work, or attending school.

To encourage Oregonians to save for college and job training, the Education Savings Credit for Oregon 529 Plan contributions allows single filers to receive a refundable credit of as much as $170 ($340 for joint filers) if they contribute to an Oregon College Savings Plan account before tax day. The refundable tax credit is also available for contributions to an Oregon ABLE Savings Plan account, which empowers people experiencing disabilities to invest and build financial security without jeopardizing their eligibility for vital state and federal benefits.

For more information about the federal EITC, the Oregon EIC, the Oregon Kids Credit and other similar credits, go to the Tax benefits for families page.

Taxpayers can dial 2-1-1 or visit the Oregon Department of Revenue website to find free tax preparation sites by using our interactive map. For more information on the EITC, visit https://www.eitc.irs.gov/. For questions about Oregon taxes, call the Department of Revenue at 503-378-4988.

Refunds distribution has begun
The annual refund hold that is part of the agency’s fraud prevention efforts has been completed and the department began issuing the first refunds of the 2024 tax season Monday.

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.

Most refunds are issued within two weeks, but returns that need more review may take up to 16 weeks before a refund is issued. Taxpayers can check the status of their refund by using the department’s Where’s My Refund? tool on Revenue Online. A video outlining the refund process and timelines is also available to help taxpayers understand the process.

 

Department of Revenue offers free tax filing options, computer kiosk in Medford office to help taxpayers with electronic filing - 01/29/24

Medford, OR—All Oregon resident taxpayers preparing their own returns in 2024 can file electronically at no cost using one of Oregon’s free file options, the Oregon Department of Revenue announced today.

Taxpayers in Southern Oregon can now file their returns using a special kiosk set up in the Medford Regional Office at 3613 Aviation Way, Suite 102 in Medford. The kiosk can be used to file taxes through the free fillable forms and Direct File Oregon e-file options.

The Medford office is open from 8 a.m. to 5 p.m. Monday through Friday (closed for lunch 12:30-1:30 p.m.). No appointment is necessary. Use of the computer to file taxes is on a first-come, first-served basis. Employees cannot help prepare returns but can answer basic questions.

E-filing is the fastest way for a taxpayer 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. 

“The computer kiosk offers a way to file electronically for those without a computer or those who fill out paper forms and want to transfer their data into one of the two available options to receive their refund sooner,” said Megan Denison, administrator of the department’s Personal Tax and Compliance Division.
 

Free fillable forms and Direct File Oregon
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.

Free electronic filing options
Free guided tax preparation is available from several companies for taxpayers that meet income requirements. Using links from the department’s website ensures that both taxpayers’ federal and state return will be filed for free.


Free help filing Oregon tax returns
The department also announced the availability of free assistance in filing a return through the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCA) and other community organizations. 

The IRS’s VITA and TCE programs offer free basic tax return preparation to qualified individuals. Low- to moderate-income taxpayers can also access preparation services through AARP and CASH Oregon. United Way also offers free tax help through their MyFreeTaxes program. More information on these options is available on the department’s website.

To further encourage electronic filing, the department is no longer mailing Forms 1099-G to taxpayers. Form 1099-G reports the amount of refunds, credits, or other offsets of personal income, statewide transit individual, TriMet transit self-employment, or Lane transit self-employment tax during the previous year. Only those who itemized deductions on their tax year 2022 federal income tax return will need a Form 1099-G to file their tax year 2023 return. Those taxpayers can view and download their Form 1099-G through Revenue Online. If you received unemployment insurance or Paid Leave Oregon benefits in 2023, the Oregon Employment Department will send you a separate 1099-G by January 31.


To check the status of your refund after February 15, or make payments, visit Revenue’s website . You can also 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.

Department of Revenue offers free tax filing options - 01/29/24

Salem, OR—All Oregon resident taxpayers preparing their own returns in 2024 can file electronically at no cost using one of Oregon’s free file options, the Oregon Department of Revenue announced today.

E-filing is the fastest way for a taxpayer 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.

Free fillable forms and Direct File Oregon
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.

Free electronic filing options
Free guided tax preparation is available from several companies for taxpayers that meet income requirements. Using links from the department’s website ensures that both taxpayers’ federal and state return will be filed for free.

Free help filing Oregon tax returns
The department also announced the availability of free assistance in filing a return through the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCA) and other community organizations.

The IRS’s VITA and TCE programs offer free basic tax return preparation to qualified individuals. Low- to moderate-income taxpayers can also access preparation services through AARP and CASH Oregon. United Way also offers free tax help through their MyFreeTaxes program. More information on these options is available on the department website.

Oregon begins processing e-filed returns today. E-filed returns will be processed in the order they are received. However, as in years past, the department won’t be issuing personal income tax refunds until after February 15. 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.

To further encourage electronic filing, the department is no longer mailing Forms 1099-G to taxpayers. Form 1099-G reports the amount of refunds, credits, or other offsets of personal income, statewide transit individual, TriMet transit self-employment, or Lane transit self-employment tax during the previous year. Only those who itemized deductions on their tax year 2022 federal income tax return will need a Form 1099-G to file their tax year 2023 return. Those taxpayers can view and download their Form 1099-G through Revenue Online. Taxpayers who received unemployment insurance or Paid Leave Oregon benefits in 2023, will receive a separate 1099-G by January 31 from the Oregon Employment Department.

To check the status of your refund after February 15, or make payments, visit the department’s website. You can also 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.