SALEM, Ore. (KTVZ) — The deadline for filing state and federal personal income tax returns — April 18 — is just two weeks away, and the Oregon Department of Revenue estimates it will receive a few hundred thousand more statements between now and then.
More than 1.1 million Oregonians have already filed their personal income tax returns. Of those 1.1 million taxpayers, more than 928,000 have received refunds, with further refunds still pending. A Where is my refund? The tool is now available on the Revenue website for personal income tax filers.
The department expects more than 2.2 million total returns this year, said Megan Denison, administrator of the Personal Income Tax and Compliance Division.
Don’t forget the kicker
Oregon’s Office of Economic Analysis (OAS) has confirmed a tax surplus of nearly $1.9 billion, triggering a tax excess credit, or “kicker,” for the 2021 tax year.
You are eligible to claim the kicker if you filed a 2020 tax return and had taxes owed before the credits. Even if you don’t have a 2021 tax return, you still need to file a 2021 tax return to claim your credit. Register electronically to get your refund as quickly as possible, or if you prefer, 2021 paper forms and instructions are available-
Form OR-40 for year-round Oregon residents, Form OR-40-P for part-year residents, and Form OR-40-N for non-residents. Filers of mixed and trust tax returns are also eligible.
A What is my Kicker? The calculator is available on the Revenue website for personal income tax filers. You can access the calculator from Revenue Online. To calculate your kicker, enter your name, social security number, and filing status for 2020 and 2021.
Keep in mind that the state can use some or all of your kicker to pay any state debt you owe, such as taxes owed for other years, child support, court fines, or school loans.
Do you still need to file your return?
File electronically. Filing electronically is the fastest way to get your tax refund. On average, taxpayers who file their returns electronically and request their refund by direct deposit receive their refund sooner than those who file paper returns and request paper refund checks.
See if you qualify for free tax assistance. Oregon personal tax filers with an adjusted gross income of $73,000 or less may be eligible to file their state and federal taxes electronically for free.
There are four approved tax preparation software programs that partner with Oregon to offer free e-filing:
- tax law
Each provider has different free deposit criteria, so registrants should do their research and choose the best provider to meet their needs. Read the free options listed to see if you qualify.
Groups such as AARP, CASH Oregon, and United Way also provide free tax preparation services to eligible taxpayers.
See if you qualify for the Earned Income Tax Credit. You may miss a larger refund if you do not claim the federal Earned Income Tax Credit (EITC). Eligibility information is available at www.irs.gov. Taxpayers eligible for the EITC can also claim the Oregon Earned Income Credit (EIC).
Filing an extension. People who are unable to file by April 18 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 filing extension moves the federal tax filing deadline and the Oregon filing deadline to October 17.
Only apply for an Oregon extension if you:
- You don’t have a federal extension.
- Owe Oregon taxes.
- You cannot file your return before April 18, 2022.
Remember that having a filing extension is not an extension to pay any tax you owe.
Visit www.oregon.gov/dor to get tax forms, view a list of approved tax preparation software products, check your refund status, or make tax payments, call 800-356-4222 toll-free (English or Spanish) or 503-378-4988 or email [email protected] For TTYs (hard of hearing or hard of hearing), call 1-800-886-7204. Due to the number of calls Revenue receives during tax season, you may experience extended wait times.