Oregon Free Printable 2015 Form 40, Oregon Individual Income Tax Return for Full-year Residents Only, 150-101-040 for 2016 Oregon Resident Individual Income Tax Return

Form 40 is the general income tax return for Oregon residents. Form 40 can be eFiled, or a paper copy can be filed via mail.

We last updated the Resident Individual Income Tax Return in March 2016, so this is the latest version of Form 40, fully updated for tax year 2015. You can download or print current or past-year PDFs of Form 40 directly from TaxFormFinder. You can print other Oregon tax forms here.

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Resident Individual Income Tax Return
2015 Form 40, Oregon Individual Income Tax Return for Full-year Residents Only, 150-101-040

Clear form 2015 Form 40 Oregon 00461501010000 Individual Income Tax Return for Full-year Residents Only Tax year ending: • • • •  Amended return. If amending for an NOL, tax year the NOL was generated: Calculated using “as if” federal return. Bankruptcy. Extension filed. Form 24. • • For office use only •  F W H First name and initial Last name Deceased Social Security number (SSN) Applied for Date of birth (mm/dd/yyyy) Spouse’s first name and initial Spouse’s last name Deceased Spouse’s SSN Applied for Spouse’s date of birth (mm/dd/yyyy) Current mailing address City State • Filing status (check only one box) ZIP code 1 2 3 4 5 Phone Country Single. Married filing jointly. Married filing separately (enter spouse’s information above). Head of household (with qualifying person). Qualifying widow(er) with dependent child. • Exemptions Total 6a Credits for yourself: Regular; Severely disabled.............................................................................................................................. 6a Check box if someone else can claim you as a dependent. 6b Credits for spouse: Regular; Severely disabled.............................................................................................................................. 6b Check box if someone else can claim your spouse as a dependent. Dependents. List your dependents. • First name • Last name • Dependent’s relationship code • Dependent’s SSN • Dependent’s date of birth (mm/dd/yyyy) Check if child with qualifying disability • 6c Total number of dependents............................................................................................................................................................................ • 6c • 6d • 6e 6d Total number of dependent children with qualifying disability (see instructions)............................................................................................. 6e Total exemptions. Add 6a through 6d..................................................................................................................................................... Total. Don’t forget! Include a copy of your federal Form 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ or we may adjust your return. 150-101-040 (Rev. 12-15) Page 1 2015 Form 40 Name SSN 00461501020000 Taxable income 7 Federal adjusted gross income. Federal Form 1040, line 37; 1040A, line 21; 1040EZ, line 4; 1040NR, line 36; or 1040NR-EZ, line 10. See instructions............................................................. Subtractions 8 Total additions from Schedule OR-ASC, section 1......................................................................... 9 Income after additions. Add lines 7 and 8...................................................................................... 10 11 12 13 14 15 2015 federal tax liability ($0–$6,450; see instructions for the correct amount)............................ Social Security included on federal Form 1040, line 20b; or Form 1040A, line 14b....................... Oregon income tax refund included in federal income................................................................... Total subtractions from Schedule OR-ASC, section 2.................................................................... Total subtractions. Add lines 10 through 13.................................................................................... Income after subtractions. Line 9 minus line 14............................................................................. • 7 • 8 • 9 .00 .00 .00 • 10 • 11 • 12 • 13 • 14 • 15 .00 .00 .00 .00 .00 .00 • 16 • 17 • 18 • 19 .00 .00 .00 .00 • 20 • 21 .00 .00 • 22 .00 • 23 • 24 .00 .00 • 25 • 26 • 27 • 28 • 29 • 30 .00 .00 .00 .00 .00 .00 Deductions 16 Itemized deductions from federal Schedule A, line 29.................................................................... 17 State income tax claimed as an itemized deduction...................................................................... 18 Net Oregon itemized deductions. Line 16 minus line 17................................................................ 19 Standard deduction....................................................................................................................... Blind. Your spouse was: 65 or older; Blind. 19a  You were: 65 or older; 20 Enter the larger of line 18 or line 19................................................................................................ • • • • 21 Oregon taxable income. Line 15 minus line 20. If line 20 is more than line 15, enter -0-............... Tax 22 Tax. See instructions. Enter tax on line 22. Check box if tax is calculated using:.......................... 22a Form FIA-40; 22b Worksheet FCG; 22c Schedule OR-PTE. 23 Interest on certain installment sales................................................................................................ • • • 24 Total tax before credits; add lines 22 and 23.................................................................................. Nonrefundable 25 credits 26 27 28 29 30 150-101-040 (Rev. 12-15) Exemption credit. If the amount on line 7 is less than $100,000, multiply your total exemptions on line 6e by $194. Otherwise, see instructions.......................................................... Political contribution credit. See limits............................................................................................ Total standard credits from Schedule OR-ASC, section 3.............................................................. Total carryforward credits from Schedule OR-ASC, section 4........................................................ Total nonrefundable credits. Add lines 25 through 28..................................................................... Tax after nonrefundable credits. Line 24 minus line 29. If line 29 is more than line 24, enter -0-... Page 2 2015 Form 40 Name SSN 00461501030000 • 31 • 32 • 33 .00 .00 .00 • 34 .00 • 35 • 36 • 37 .00 .00 .00 • • • • 31 Tax after nonrefundable credits from prior page, line 30................................................................ Payments and 32 Oregon income tax withheld. Include Form(s) W-2 and 1099...................................................... refundable 33 Amount applied from your prior year’s tax refund........................................................................... credits 34 Estimated tax payments for 2015. Include all payments made prior to the filing date of this return. Do not include the amount already reported on line 33...................................................... 35 Oregon surplus credit (kicker). Enter your kicker amount; see instructions. If you elect to donate your kicker to the State School Fund, enter -0- and see line 52......... 36 Total refundable credits from Schedule OR-ASC, section 5........................................................... 37 Total payments and refundable credits. Add lines 32 through 36................................................... .00 .00 .00 .00 Tax to pay 38 Overpayment of tax. If line 31 is less than line 37, you overpaid. Line 37 minus line 31.............. 38 or refund 39 If line 31 is more than line 37, you have tax to pay. Line 31 minus line 37....................... 39 Net tax. 40 Penalty and interest for filing or paying late. See instructions........................................................ 40 41 Interest on underpayment of estimated tax. Include Form 10....................................................... 41 4 . Check box if you annualized: 41b . Exception number from Form 10, line 1: 1a  42 Total penalty and interest due. Add lines 40 and 41.......................................................................... 42 • • .00 • 43 .00 • 44 • 45 • 46 • • • 47 48 Total Oregon 529 College Savings Plan deposits. See instructions............................................... • 48 49 Total. Add lines 45 through 48; total can’t be more than your refund on line 44............................ • 49 50 Line 44 minus line 49. This is your net refund.............................................................. Net refund • 50 .00 .00 .00 .00 .00 .00 .00 43 any penalty and interest. Net tax including Line 39 plus line 42......................................................................... This is the amount you owe 44 Overpayment less penalty and interest. Is line 38 more than line 42? If so, line 38 minus line 42 . .................................................................................... This is your refund 45 Fill in the part of line 44 you want applied to your estimated tax account............ Estimated tax. 46 Charitable checkoff donations from Schedule OR-D, line 30......................................................... You. 47b Spouse...................... 47 Political party $3 checkoff. Party code: 47a Direct deposit 51 For direct deposit of your refund, see instructions. Will this refund go to an account outside the United States? Type of Checking; or Routing number: account: Savings. Account number: • • • • Yes 52 Oregon surplus credit (kicker) donation. If you elect to donate your kicker to the State School Fund, check the box and write the amount from line 7 of the Kicker Calculation Worksheet here: 52a ________________________ This election is irrevocable. • • Sign here—Under penalty of false swearing, I declare that the information in this return is true, correct, and complete. Your signature Date X Spouse’s signature (if filing jointly, both must sign) X Signature of preparer other than taxpayer Date • Preparer license no. Preparer phone X Preparer address City State ZIP code If you owe, make your check or money order payable to the Oregon Department of Revenue. Write your daytime phone number and “2015 Oregon Form 40” on your check or money order. Include your payment, along with the payment voucher, with this return. — Mail tax-due returns to: Oregon Department of Revenue, PO Box 14555, Salem OR 97309-0940. — Mail refund and no-tax-due returns to: Refund, PO Box 14700, Salem OR 97309-0930. Important: Include a copy of your federal Form 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. 150-101-040 (Rev. 12-15) Page 3 Name 2015 Form 40 SSN 00461501040000 Amended Statement Explanation of adjustments If this is an amended return, complete this statement with an explanation of what you are amending. Indicate the return line numbers and the reason for each change. If your filing status has changed, explain why. 150-101-040 (Rev. 12-15) Page 4
Extracted from PDF file 2015-oregon-form-40.pdf, last modified September 2015

More about the Oregon Form 40 Individual Income Tax Tax Return TY 2015

Other Oregon Individual Income Tax Forms:

TaxFormFinder has an additional 50 Oregon income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 40 Resident Individual Income Tax Return
Form 40N Nonresident Individual Income Tax Return
Form 40-EXT Application for Automatic Extension of Time to File Individual Tax Return
Form 40-ESV Estimated Income Tax Payment Voucher
Form 40-V Payment Voucher for Income Tax

Download all OR tax forms View all 51 Oregon Income Tax Forms


Form Sources:

Oregon usually releases forms for the current tax year between January and April. We last updated Oregon Form 40 from the Department of Revenue in March 2016.

Show Sources >

Form 40 is an Oregon Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Oregon Form 40

We have a total of five past-year versions of Form 40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2015 Form 40

2015 Form 40, Oregon Individual Income Tax Return for Full-year Residents Only, 150-101-040

Full-Year Resident Individual Income Tax Return - Form 2014 Form 40

2014 Form 40, Oregon Individual Income Tax Return, Full-Year Residents Only, 150-101-040

Full-Year Resident Individual Income Tax Return 2013 Form 40

2013 Form 40, Oregon Individual Income Tax Return, Full-Year Residents Only, 150-101-040

2012 Form 40

Form 243, Claim to Refund Due a Deceased Person, 150-101-032

Form 40, Oregon Individual Income Tax Return, Full-Year Residents Only 2011 Form 40

2011 Form 40, Oregon Individual Income Tax Return, Full-Year Residents Only, 150-101-040


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