Individuals

Important information

For all e-filers

To better validate taxpayers’ identities to help detect tax refund fraud, we’re now asking for valid driver license or state-issued identification card information on personal income tax returns. Driver license information is not required, but return processing could be delayed if it’s not provided.

E-file software products should provide you with three choices:

  1. Driver license.
  2. State-issued identification card.
  3. No license or identification.

If you don't choose one, the return will be rejected.

​If you choose driver license or state-issued identification card, you must provide all of the following:

  • License/ID number.
  • License/ID state.
  • License/ID issue date.
  • License/ID expiration date.
  • For tax preparers

    • If your clients are filing jointly, the primary filer's information is the most important to provide, but the secondary filer's information is also helpful.
    • If your client has a valid driver license or state-issued ID card but chooses to not provide it to you, you can check the "no license or identification box" without repercussion.
    • Please let your clients know that not providing this information on their return won't cause a delay in processing unless all other efforts to validate their identity are unsuccessful.
    • We’ve heard from some practitioners that their software doesn’t provide them the option to enter this information. Please make sure that there isn’t a setting in your software that defaults to the “no license or identification” option. If that’s not the issue, please email electronic.filing@oregon.gov with the name of your software product so we can further assist you.

    How does e-filing work?

    The first step is to choose how you want to e-file. You can use a tax preparer, Oregon-approved software, or a free e-filing service. These are the steps of the process:

    • Once completed, your federal and state returns are signed with a federal PIN or Oregon Form EF.
    • Within 24 hours of filing, the IRS sends verification of receipt to the software company you used. The software company then notifies you.
    • The same software company receives Oregon verification one to three days after the IRS verification.

    Do you prepare your own taxes?

    Visit our free filing webpage if you prepare your own taxes but want the convenience of e-filing your Oregon return for free.

    Find a tax preparer

    Visit the IRS website for information on locating a tax professional in your area. Fees will vary depending on the type of service you need. There are also free preparation services available. Check our webpage to see if you qualify for free tax preparation.

    Tax preparation software

    Visit our list of approved vendors to find a software solution that suits you. Read about the vendor's free options to see if you are eligible. You can also visit the product's website for details about security, pricing, and features. 

    Keep good tax records

    When e-filing, you should keep these documents for three years:

    • Copies of your federal and state returns.
    • Copies of any special-case attachments that you mailed or faxed to us.
    • Form OR-243.
    • Oregon Schedule OR-MPC.
    • Form OR-TFR.
    • Worksheet OR-10-AI.
    • RDP federal form (1040, 1040A, 10404EZ) filed with the IRS for each partner.
    • Your W-2(s) and 1099(s).
    • Oregon Form OR-EF. This form is used if you didn't sign your returns with a federal PIN.
    • Copies of the e-file verification notices you received from the IRS and Oregon.
    • All other supporting documents pertaining to the federal and state returns.

    Payments

    If you owe tax, you can file your return any time before April 18, 2017. However your payment envelope must be postmarked on or before April 18, 2017 to avoid penalty and interest. Include a Form OR-40-V, in the envelope with your payment. View a list of our electronic payment options.

    If you can't pay all of the tax due by April 18, file your return and pay what you can. After April 18, we'll send a bill for the balance along with any penalties and interest accrued. Once you receive the bill, you'll have the option to set up a payment plan.

    Direct deposit

    Refunds can be directly deposited into bank accounts, other financial institution accounts, or credit union accounts. You'll get your refund faster if you choose to directly deposit.

    Some banks don't allow the deposit of joint refunds into an individual account. If a bank rejects a deposit, we'll issue a paper check to the address on the return.

    Verify the accuracy of the bank account you list on your return. We're not responsible for deposits made to an incorrect account that's provided on the return. 

    Be sure to monitor your bank for the deposit. We don't send notification when the deposit is made.




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    Check refund status

    You can check the status of your refund online or by calling us. You'll need the primary Social Security number on the return, refund amount, and filing status to check online or by phone.
    Check Revenue Online
    Phone: (503) 378-4988 or
    1 (800) 356-4222

    Phones open 7:30 a.m. to 5 p.m., Mon-Fri, except 9-11 a.m. on Thursdays.