Midnight tonight, April 15, 2024, is the deadline to file tax year 2023 state and federal personal income tax returns and the Oregon Department of Revenue wants to remind taxpayers of the tools available to make the experience easier for both those who haven’t yet filed their 2023 return and those who have.
Through April 14, Revenue has processed 1.67 million of an expected 2.2 million returns and issued nearly 1.4 million refunds.
Free filing options
Revenue reminds those who haven’t yet filed, that filing electronically is the fastest way for taxpayers to get their refund. 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.
Information about other available free tax preparation tax preparation software is available on the Revenue website, along with a list of organizations providing free or reduced cost assistance.
What’s My Kicker? calculator
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.
Taxpayers, who have not filed their 2023 return, should not guess at their kicker amount. They can determine the amount of their kicker using the What’s My Kicker? calculator available on Revenue Online. To use the tool, taxpayers will need to enter their name, Social Security Number, and filing status for 2022 and 2023.
Where’s my refund? tool and video
Taxpayers wondering about the refund on their 2023 tax year return, can use the Oregon Department of Revenue’s Where’s My Refund? tool to check its status and, if they want more information, watch a video outlining the refund timelines to better understand the process.
Doug, the new virtual assistant
The agency’s new virtual assistant Doug is now available 24 hours a day, seven days a week on Revenue Online to answer general tax questions.
Doug, an avatar Oregon fir tree, is located in the upper right hand corner of the Revenue Online homepage. With just a few clicks of the keyboard, users will be able to access instant, helpful, insightful answers. It's important to note that Doug does have some limitations. The virtual assistant is pre-programmed with answers to common questions, therefore, users with detailed questions pertaining to their unique circumstances are encouraged to consult their tax preparer or contact the department directly.
If you file a paper return
Taxpayers who haven’t yet filed their 2023 return and file a paper return should make sure it’s post-marked by today or place it in one of the drop boxes available on both the east and west sides of the Department of Revenue Building in Salem, or outside the DOR offices in Portland, Gresham, Eugene, Medford, and Bend.
DOR staff will be on hand in the atrium of the Salem headquarters building today until 5 PM to accept and stamp tax returns as having been filed timely.
Filing an extension.
Individuals who are not able to file by midnight can file an extension directly with the Oregon Department of Revenue or with the Internal Revenue Service (IRS). If the IRS extension is granted, the Oregon extension is automatically granted. A timely filed extension moves the federal tax filing deadline and the Oregon filing deadline to October 15, 2024.
Taxpayers should only request an Oregon extension if they:
- Don’t have a federal extension.
- Owe Oregon taxes.
- Can’t file your return by April 15, 2024.
Remember that having a filing extension is not an extension to pay any tax owed. Taxpayers who can’t pay the full amount they owe, should pay what they can to avoid late payment penalties.
First quarter 2024 estimated payments due today
Today is also the due date for first quarter estimated payments. In most cases, taxpayers must make estimated tax payments for tax year 2024 if they estimate their tax after withholding and credits (including refundable credits) will be $1,000 or more when they file their 2024 Oregon return. Taxpayers can make their payments on Revenue Online or mail their payment with a voucher. Taxpayers mailing their payment should mail it separately from their return or other correspondence. Oregon Estimated Income Tax Instructions, Publication OR-ESTIMATE, can be found on the Revenue website.
Visit www.oregon.gov/dor to get tax forms, see a list of approved tax preparation software products, check the status of your refund, or make tax payments. For questions not answered on our website, call 800-356-4222 toll-free (English or Spanish) or 503-378-4988 or email Questions.dor@dor.oregon.gov. For TTY (hearing or speech impaired), we accept all relay calls. Due to the number of calls Revenue receives during tax season, you may experience extended wait times.
