Oregon Free Printable 2016 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040 for 2017 Oregon Resident Individual Income Tax Return

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Resident Individual Income Tax Return
2016 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

Clear form 2016 Form OR-40 Page 1 of 4, 150-101-040 (Rev. 12-16) Office use only 00461601010000 Oregon Department of Revenue Oregon Individual Income Tax Return for Full-year Residents Fiscal year ending: / Submit original form—do not submit photocopy Space for 2-D barcode—do not write in box below / Amended return. If amending for an NOL, tax year the NOL was generated: Calculated using “as if” federal return. Short year tax election. Extension filed. Form OR-24. First name and initial Last name Deceased Spouse’s first name and initial Spouse’s last name – Applied for SSN – Current mailing address – / / Spouse’s date of birth Spouse’s SSN Deceased Country Date of birth (mm/dd/yyyy) Social Security no. (SSN) Applied for SSN / State ZIP code – City / Phone ( ) Filing status (check only one box) – Total Exemptions 6a Credits for yourself: 1 Single. 2 Married filing jointly. 3 Married filing separately (enter spouse’s information above). 4 Head of household (with qualifying person). 5 Qualifying widow(er) with dependent child. 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 in order from youngest to oldest. If more than four, check this box with your return. First name Last name Code* Dependent’s SSN and include Schedule OR‑ADD-DEP Dependent’s date Check if child with of birth (mm/dd/yyyy) qualifying disability – – / / – – / / – – / / – – / / *Dependent relationship code—Please see instructions to determine the appropriate code. 6c Total number of dependents............................................................................................................................................................................. 6c 6d Total number of dependent children with a qualifying disability (see instructions)........................................................................................... 6d 6e Total exemptions. Add 6a through 6d.......................................................................................................................................................Total 6e 2016 Form OR-40 Page 2 of 4, 150-101-040 (Rev. 12-16) Name 00461601020000 Oregon Department of Revenue SSN – – Taxable income 7 Federal adjusted gross income. Federal Form 1040, line 37; 1040A, line 21; 1040EZ, line 4; 1040NR, line 36; 1040NR-EZ, line 10; or 1040X, line 1C. See instructions.............................................................. 7 8 Total additions from Schedule OR-ASC, section 1................................................................................................... 8 9 Income after additions. Add lines 7 and 8................................................................................................................. 9 Subtractions 10 11 12 13 14 15 2016 federal tax liability ($0–$6,500; see instructions for the correct amount)....................................................... 10 Social Security included on federal Form 1040, line 20b; or Form 1040A, line 14b................................................. 11 Oregon income tax refund included in federal income............................................................................................. 12 Total subtractions from Schedule OR-ASC, section 2.............................................................................................. 13 Total subtractions. Add lines 10 through 13............................................................................................................. 14 Income after subtractions. Line 9 minus line 14........................................................................................................ 15 Deductions 16 17 18 19 Itemized deductions from federal Schedule A, line 29. If you are not itemizing your deductions, skip lines 16 through 18.... 16 State income tax claimed as an itemized deduction................................................................................................. 17 Net Oregon itemized deductions. Line 16 minus line 17........................................................................................... 18 Standard deduction................................................................................................................................................. 19 19a You were: 65 or older; Blind.  Your spouse was: 65 or older; Oregon tax 22 Tax. See instructions. Enter tax on line 22. Check box if tax is calculated using:.................................................... 22 Form OR-FIA-40; 22b Worksheet OR-FCG; 22c .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 Blind. 20 Enter the larger of line 18 or line 19. If you skipped line 18, enter the amount from line 19..................................... 20 21 Oregon taxable income. Line 15 minus line 20. If line 20 is more than line 15, enter -0-......................................... 21 22a .00 .00 .00 .00 .00 .00 Schedule OR-PTE. 23 Interest on certain installment sales.......................................................................................................................... 23 24 Total tax before credits. Add lines 22 and 23........................................................................................................... 24 .00 .00 Standard and carryforward credits 25 Exemption credit. If the amount on line 7 is less than $100,000, multiply your total exemptions on line 6e by $195. Otherwise, see instructions............................................................................................................. 25 26 Political contribution credit. See limits...................................................................................................................... 26 27 Total standard credits from Schedule OR-ASC, section 3....................................................................................... 27 28 Total standard credits. Add lines 25 through 27........................................................................................................ 28 29 Tax minus standard credits. Line 24 minus line 28. If line 28 is more than line 24, enter -0-.................................... 29 30 Total carryforward credits claimed this year from Schedule OR-ASC, section 4. Line 30 can’t be more than line 29 (see Schedule OR-ASC instructions)..................................................................................................... 30 31 Tax after standard and carryforward credits. Line 29 minus line 30.......................................................................... 31 Payments and refundable credits 32 Oregon income tax withheld. Include a copy of Form(s) W-2 and 1099................................................................ 32 33 Amount applied from your prior year’s tax refund.................................................................................................... 33 34 Estimated tax payments for 2016. Include all payments made prior to the filing date of this return. Do not include the amount already reported on line 33........................................................................................................ 34 35 Earned income credit. See instructions.................................................................................................................... 35 36 Total refundable credits from Schedule OR-ASC, section 5..................................................................................... 36 37 Total payments and refundable credits. Add lines 32 through 36............................................................................ 37 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 2016 Form OR-40 Page 3 of 4, 150-101-040 (Rev. 12-16) 00461601030000 Oregon Department of Revenue Name SSN – – Tax to pay or refund 38 39 40 41 Exception number from Form OR-10, line 1: 41a 42 43 44 45 46 47 .00 .00 .00 .00 Overpayment of tax. If line 31 is less than line 37, you overpaid. Line 37 minus line 31........................................ 38 Net tax. If line 31 is more than line 37, you have tax to pay. Line 31 minus line 37................................................ 39 Penalty and interest for filing or paying late. See instructions.................................................................................. 40 Interest on underpayment of estimated tax. Include Form OR-10.......................................................................... 41 Check box if you annualized: 41b .00 .00 .00 .00 .00 .00 .00 .00 .00 Total penalty and interest due. Add lines 40 and 41................................................................................................. 42 Net tax including penalty and interest. Line 39 plus line 42................................... This is the amount you owe 43 Overpayment less penalty and interest. Line 38 minus line 42............................................. This is your refund 44 Estimated tax. Fill in the part of line 44 you want applied to your estimated tax account...................................... 45 Charitable checkoff donations from Schedule OR-DONATE, line 30........................................................................ 46 Political party $3 checkoff. Party code: 47a You. 47b Spouse........................................... 47 48 Total Oregon 529 College Savings Plan deposits from Schedule OR-529. 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 Direct deposit 51 For direct deposit of your refund, see instructions. Check the box if this refund will go to an account outside the United States: Type of account: Checking; or Preparer license number, if professionally prepared Savings. Routing number: Account number: 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) Date / / X Signature of preparer other than taxpayer Preparer phone X ( Preparer address City ) – State ZIP code Important: Include a copy of your federal Form 1040, 1040A, 1040EZ, 1040X, 1040NR, or 1040NR-EZ. Without this information, we may adjust your return. Make your payment (if you have an amount due on line 43) • Online payments: You may make payments online at www.oregon.gov/dor. • Mailing your payment: Make your check or money order payable to the Oregon Department of Revenue. Write your daytime phone number, SSN or ITIN, and “2016 Oregon Form OR-40” on your check or money order. Include your payment, along with the Form OR-40-V payment voucher, with this return. Send in your return • • Non-2-D barcode. If the 2-D barcode area on the front of this return is blank: — Mail tax-due returns to: Oregon Department of Revenue, PO Box 14555, Salem OR 97309-0940. — Mail refund and no-tax-due returns to: Oregon Department of Revenue, PO Box 14700, Salem OR 97309-0930. 2-D barcode. If the 2-D barcode area on the front of this return is filled in: — Mail tax-due returns to: Oregon Department of Revenue, PO Box 14720, Salem OR 97309-0463. — Mail refund and no-tax-due returns to: Oregon Department of Revenue, PO Box 14710, Salem OR 97309-0460. 2016 Form OR-40 Page 4 of 4, 150-101-040 (Rev. 12-16) Name 00461601040000 Oregon Department of Revenue SSN – – Amended statement. Only complete this part if submitting an amended return. If you are not submitting an amended return, you do not need to complete and submit page 4 of the return. Explanation of adjustments: 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. Note: This page will only be reviewed when included with an amended return.
Extracted from PDF file 2016-oregon-form-40.pdf, last modified August 2016

More about the Oregon Form 40 Individual Income Tax Tax Return TY 2016

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 February 2017, so this is the latest version of Form 40, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 40 directly from TaxFormFinder. You can print other Oregon tax forms here.

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

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 February 2017.

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 six 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:


2016 Form 40

2016 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

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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