OR Publication OR-40-EXT 2024-2025 free printable template

2024 Publication OR-40-EXT Page 1 of 2, 150-101-165 (Rev. 08-28-24, ver. 01) Oregon Department of Revenue Instructions for Automatic Extension of Time to File Oregon Individual Income Tax Return General

How to fill out OR Publication OR-40-EXT

How to fill out OR Publication OR-40-EXT

1. Gather your personal information such as name, address, and Social Security number.
2. Determine your filing status (single, married, etc.) and gather relevant income information.
3. Complete the income section accurately, including all sources of income.
4. Fill out the deductions and credits sections, ensuring you have documentation to support your claims.
5. Review the filing instructions for any additional forms that may be needed.
6. Ensure all calculations are accurate and comply with OR tax regulations.
7. Sign and date the form before submission.
8. Submit the completed OR-40-EXT by the deadline to avoid penalties.

Who needs OR Publication OR-40-EXT?

1. Individuals who require an extension for filing their Oregon personal income tax return.
2. Taxpayers who need additional time to gather information or complete their tax return.
3. Those who anticipate owing taxes and want to avoid late fees by filing for an extension.

People Also Ask about

What is a Form 40 in taxes?

The IRS 1040 form is one of the official documents that U.S. taxpayers use to file their annual income tax return. The 1040 form is divided into sections where you report your income and deductions to determine the amount of tax you owe or the refund you can expect to receive.

What is a Form 40 Oregon resident tax return?

Use Form OR-40 if you're a full-year Oregon resident. Use Form OR-40-P if any ONE of the following is true: You're a part-year resident. You're filing jointly and one of you is a full-year Ore- gon resident and the other is a part-year resident.

What is Oregon residency tax purposes?

You're also considered to be an Oregon resident if you maintain an Oregon residence and spend more than 200 days in the state during the tax year. You're still a full-year resident if you temporarily move out of Oregon, and then move back.

Do I need to file Oregon resident tax return?

Full-year resident You need to file if your gross income is more than the amount shown below for your filing status. Even if you don't have a filing requirement, you must file a return if you want to claim a refund of Oregon income tax withheld from your pay or you qualify for a refundable credit.

Why did I get a 1040-ES payment voucher?

You may get these vouchers if you're self-employed or had an uncharacteristic spike in your income this year. For example, you sold stock or took a large distribution from your retirement plan. You're not required to make estimated tax payments; we're just suggesting it based on the info in your return.

What is the Form 40 Oregon resident tax return?

Use Form OR-40 if you're a full-year Oregon resident. Use Form OR-40-P if any ONE of the following is true: You're a part-year resident. You're filing jointly and one of you is a full-year Ore- gon resident and the other is a part-year resident.

How do I pay Oregon or 40 V?

Mailed payments: Make your check, money order, or cashier's check pay- able to the Oregon Department of Revenue. Write “Form OR-40-V,” your daytime phone, the last four digits of your Social Security number (SSN) or individual taxpayer iden- tification number (ITIN), and the tax year on the payment. Don't mail cash.

What is the safe harbor payment for Oregon estimated tax payments?

Your required annual payment is the lesser of: • Ninety percent (90%) of the tax after all credits shown on your 2022 Oregon return; or • One hundred percent (100%) of the tax after all credits shown on your 2021 Oregon return (also known as “safe harbor”).

What is the standard deduction for Oregon state income tax?

For the 2021 tax year, Oregon's standard deduction allows taxpayers to reduce their taxable income by $2,350 for single filers, $4,700 for those married filing jointly, $3,780 for heads of household, and $4,700 for qualifying widowers.

What is the or 40N instruction?

Form OR-40N Instructions requires you to list multiple forms of income, such as wages, interest, or alimony . We last updated the Individual Income Tax Return Instructions for Nonresident / Part-year Resident in January 2023, so this is the latest version of Form OR-40N Instructions, fully updated for tax year 2022.

For pdfFiller’s FAQs

How can I send OR Publication OR-40-EXT to be eSigned by others?

Once your OR Publication OR-40-EXT is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How do I edit OR Publication OR-40-EXT straight from my smartphone?

You can easily do so with pdfFiller's apps for iOS and Android devices, which can be found at the Apple Store and the Google Play Store, respectively. You can use them to fill out PDFs. We have a website where you can get the app, but you can also get it there. When you install the app, log in, and start editing OR Publication OR-40-EXT, you can start right away.

Can I edit OR Publication OR-40-EXT on an iOS device?

Create, modify, and share OR Publication OR-40-EXT using the pdfFiller iOS app. Easy to install from the Apple Store. You may sign up for a free trial and then purchase a membership.

What is OR Publication OR-40-EXT?

OR Publication OR-40-EXT is a form used by individuals in Oregon to request an extension of time to file their personal income tax return.

Who is required to file OR Publication OR-40-EXT?

Any individual who is unable to file their Oregon personal income tax return by the original due date may file OR Publication OR-40-EXT to request an extension.

How to fill out OR Publication OR-40-EXT?

To fill out OR Publication OR-40-EXT, taxpayers need to provide their personal information, including name, address, social security number, and the estimated tax liability for the year.

What is the purpose of OR Publication OR-40-EXT?

The purpose of OR Publication OR-40-EXT is to allow taxpayers additional time to file their income tax return without facing penalties for late filing.

What information must be reported on OR Publication OR-40-EXT?

The form requires information such as the taxpayer's name, address, social security number, estimated tax payment, and the reason for requesting the extension if applicable.