Volunteers from the Oregon Department of Revenue will be at the Klamath County Library, 10 a.m. to 8 p.m., Wednesday, February 12 to assist taxpayers in using the free combination of IRS Direct File and Direct File Oregon to complete their returns. The library is located at 126 South Third Street in Klamath Falls.
Taxpayers can find more information on the department’s Free Direct File assistance at local libraries webpage.
The IRS estimates that 11,000 people in Klamath County are eligible to use IRS Direct File and Direct File Oregon.
The department believes that helping taxpayers file their own returns using direct file will help maximize the number of Oregonians who choose to use the new free option and make it possible for many who don’t have a filing requirement to file and claim significant federal and state tax credits for low-income families. The IRS estimates that nearly 25 percent eligible Oregon taxpayers are not claiming the EITC. One Oregon organization says that added up to almost $100 million in unclaimed credits in 2020.
Taxpayers should use the IRS eligibility checker to see if they’ll be able to use IRS Direct File and Direct File Oregon. Eligible taxpayers should set up an IRS online account and an account with Oregon’s Revenue Online before they come to an event.
Taxpayers should bring the following information with them to the library.
Identification documents
- Social security card or ITIN for everyone on your tax return
- Government picture ID for taxpayer and spouse if filing jointly (such as driver’s license or passport)
Common income and tax documents
- Forms W2 (wages from a job)
- Forms 1099 (other kinds of income)
- Form SSA-1099 (Social Security Benefits)
Optional documents
- Canceled check or bank routing and account numbers for direct deposit
- Last year’s tax return
Taxpayers can signup for the new “Oregon Tax Tips” direct email newsletter to keep up with information about tax return filing and how to claim helpful tax credits.