Salem, OR—Oregonians looking for assistance in electronically filing their taxes for free, could find help as close as their local library this tax season.
Volunteers from the Oregon Department of Revenue will be traveling to libraries in 17 different communities across the state in February, March, and April to assist taxpayers in using the free combination of IRS Direct File and Direct File Oregon to complete their returns.
The one-day tax help clinics are planned at libraries in:
Bandon Burns Coquille Cornelius The Dalles Klamath Falls Lebanon North Bend Prineville Pendleton Roseburg Salem Seaside Sweet Home Toledo Tualatin |
Dates, times, and addresses for each clinic can be found on the Free Direct File assistance at local libraries webpage.
Last year, more than 140,000 taxpayers in 12 other states filed their federal tax returns using a limited IRS Direct File pilot program while nearly 7,000 Oregon taxpayers filed their state returns using the free, state-only Direct File Oregon option.
The U.S. Department of the Treasury announced in May that it would make IRS Direct File a permanent option for taxpayers and invited all 50 states to participate. Oregon was the first of 13 new states to accept the invitation from the IRS in June creating a seamless free e-filing system for both federal and state taxes.
With the two direct file systems connected, the IRS estimates that 640,000 Oregon taxpayers will be able to e-file both their federal and state returns for free in 2025.
The department believes that offering free assistance 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.
For example, the IRS estimates that one in five Oregon taxpayers eligible to claim the federal Earned Income Tax Credit are not doing so. One Oregon organization estimates that the unclaimed credits have totaled nearly $100 million in recent years.
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 attending an event should bring the following information with them.
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 to download
- 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.