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Oregon Free Printable 2021 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040 for 2022 Oregon Part-Year Resident Individual Income Tax Return

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Part-Year Resident Individual Income Tax Return
2021 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

Clear form 2021 Form OR-40-P Oregon Department of Revenue Oregon Individual Income Tax Return for Part-year Residents Page 1 of 11 • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Space for 2-D barcode—do not write in box below Fiscal year ending date (MM/DD/YYYY) / / Extension filed Form OR-24 Amended return. If amending for an NOL, tax year the NOL was generated: Federal Form 8379 NOL tax year (YYYY) Federal Form 8886 Disaster relief Calculated with “as if” federal return Military Short-year tax election Employment exception From (MM/DD/YYYY) Oregon resident dates: / To (MM/DD/YYYY) / / Initial First name / Date of birth (MM/DD/YYYY) / / Last name Social Security number (SSN) First time using this SSN (see instructions) Spouse’s first name Initial Applied for ITIN Deceased Spouse’s date of birth (MM/DD/YYYY) / / Spouse’s last name Spouse’s Social Security number (SSN) First time using this SSN (see instructions) Applied for ITIN Current address City State Country Phone 150-101-055 (Rev. 08-23-21, ver. 01) ZIP code 00612101010000 Deceased 2021 Form OR-40-P Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Page 2 of 11 Last name Social Security number (SSN) Note: Reprint page 1 if you make changes to this page. Filing Status (check only one box) 1. Single 4. Head of household (with qualifying dependent) 2. Married filing jointly 3. Married filing separately (enter spouse’s information above) 5. Qualifying widow(er) with dependent child Exemptions 6a. Credits for yourself................................................................................................................................................................................... 6a. Check boxes that apply: Severely disabled Regular Someone else can claim you as a dependent. 6b. Credits for your spouse...........................................................................................................................................................................6b. Check boxes that apply: Severely disabled Regular Dependents. List your dependents in order from youngest to oldest. Initial Dependent 1: First name Dependent 1: Date of birth (MM/DD/YYYY) / Code * / Dependent 2: Date of birth (MM/DD/YYYY) Dependent 1: Check if child has a qualifying disability Initial Dependent 2: Last name Dependent 2: Social Security number (SSN) Code * / Dependent 2: Check if child has a qualifying disability Initial Dependent 3: First name Dependent 3: Date of birth (MM/DD/YYYY) / If more than three, check this box and include Schedule OR‑ADD-DEP. Dependent 1: Last name Dependent 1: Social Security number (SSN) Dependent 2: First name / Someone else can claim you as a dependent. Dependent 3: Last name Dependent 3: Social Security number (SSN) / Code * Dependent 3: Check if child has a qualifying disability *Dependent relationship code (see instructions). 6c. Total number of dependents................................................................................................................................................................... 6c. 6d. Total number of dependent children with a qualifying disability (see instructions).................................................................................6d. 150-101-055 (Rev. 08-23-21, ver. 01) 00612101020000 2021 Form OR-40-P Page 3 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. 6e. Total exemptions. Add 6a through 6d........................................................................................................................................... Total. 6e. Income Oregon column (S) Federal column (F) 7. Wages, salaries, and other pay for work from federal Form 1040 or 1040-SR, line 1. Include all Forms W-2. 7F. , , 0 0 7S. , , 0 0 0 0 8S. , , 0 0 8. Interest income from Form 1040 or 1040-SR, line 2b. 8F. , , 9. Dividend income from Form 1040 or 1040-SR, line 3b. 9F. , , 0 0 9S. , , 0 0 10. State and local income tax refunds from federal Schedule 1, line 1. 10F. , , 0 0 10S. , , 0 0 11. Alimony received from federal Schedule 1, line 2a. 11F. , , 0 0 11S. , , 0 0 12. Business income or loss from federal Schedule 1, line 3. 12F. , , 0 0 12S. , , 0 0 13. Capital gain or loss from Form 1040 or 1040-SR, line 7. 13F. , , 0 0 13S. , , 0 0 14. Other gains or losses from federal Schedule 1, line 4. 14F. 150-101-055 (Rev. 08-23-21, ver. 01) , , 0 0 14S. , , 00612101030000 0 0 2021 Form OR-40-P Page 4 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. Federal column (F) Oregon column (S) 15. IRA distributions from Form 1040 or 1040-SR, line 4b. 15F. , , 0 0 15S. , , 0 0 16. Pensions and annuities from Form 1040 or 1040-SR, line 5b. 16F. , , 0 0 16S. , , 0 0 17. Schedule E income or loss from federal Schedule 1, line 5. 17F. , , 0 0 17S. , , 0 0 18. Farm income or loss from federal Schedule 1, line 6. 18F. , , 0 0 18S. , , 0 0 19. Social Security benefits from Form 1040 or 1040-SR, line 6b; and unemployment and other income from federal Schedule 1, lines 7 and 9. 19F. , , 0 0 19S. , , 0 0 , 0 0 20S. , , 0 0 20. Total income. Add lines 7 through 19. 20F. , Adjustments 21. IRA or SEP and SIMPLE contributions, from federal Schedule 1, lines 16 and 20. 21F. , , 0 0 21S. , , 0 0 22. Education deductions from federal Schedule 1, lines 11 and 21. 22F. 150-101-055 (Rev. 08-23-21, ver. 01) , , 0 0 22S. , , 00612101040000 0 0 2021 Form OR-40-P Page 5 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. Federal column (F) Oregon column (S) 23. Moving expenses from federal Schedule 1, line 14. 23F. , , 0 0 23S. , , 0 0 24. Deduction for self-employment tax from federal Schedule 1, line 15. 24F. , , 0 0 24S. , , 0 0 25. Self-employed health insurance deduction from federal Schedule 1, line 17. 25F. , , 0 0 25S. , , 0 0 26. Alimony paid from federal Schedule 1, line 19a. 26F. , , 0 0 26S. , , 0 0 0 0 27S. , , 0 0 27. Total adjustments from Schedule OR-ASC-NP, Section A. 27F. , , 28. Total adjustments. Add lines 21 through 27. 28F. , , 0 0 28S. , , 0 0 0 0 29S. , , 0 0 29. Income after adjustments. Line 20 minus line 28. 29F. , , Additions 30. Total additions from Schedule OR-ASC-NP, Section B. 30F. 150-101-055 (Rev. 08-23-21, ver. 01) , , 0 0 30S. , , 00612101050000 0 0 2021 Form OR-40-P Page 6 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. Federal column (F) Oregon column (S) 31. Income after additions. Add lines 29 and 30. , 31F. 0 0 , 31S. , , 0 0 , , 0 0 Subtractions 32. Social Security and tier 1 Railroad Retirement Board benefits included on line 19F. , 32F. 0 0 , 33. Total subtractions from Schedule OR-ASC-NP, Section C. , 33F. 0 0 , 33S. 34. Income after subtractions. Line 31 minus lines 32 and 33. 34S. , , 0 0 36. Amount from line 34F................................................................................................. 36. , , 0 0 Schedule OR-A, line 23. If you are not itemizing your deductions, enter 0............... 37. , , 0 0 38. Standard deduction. Enter your standard deduction (see instructions).................. 38. , , 0 0 , 34F. 0 0 , 35. Oregon percentage (see instructions; not more than 100.0%). Percentage % 35. Deductions and modifications 37. Oregon itemized deductions. Enter your Oregon itemized deductions from You were: 38a. 65 or older 38b. Blind Your spouse was: 38c. 65 or older 38d. Blind 39. Enter the larger of line 37 or 38.................................................................................. 39. , , 0 0 40. 2021 federal tax liability (see instructions)............................................................... 40. , , 0 0 150-101-055 (Rev. 08-23-21, ver. 01) 00612101060000 2021 Form OR-40-P Page 7 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. 41. Total modifications from Schedule OR-ASC-NP, Section D...................................... 41. , , 0 0 42. Add lines 39, 40, and 41............................................................................................ 42. , , 0 0 43. Taxable income. Line 36 minus line 42. If line 42 is more than line 36, enter 0......... 43. , , 0 0 , , 0 0 Oregon tax 44. Tax. Check the appropriate box if you’re using an alternative method to calculate your tax (see instructions).......................................................................... .44. 44a. Schedule OR-FIA-40-P 44b. Worksheet FCG 44c. Schedule OR-PTE-PY 45. Oregon income tax. Line 44 multiplied by the Oregon percentage from line 35 (see instructions)................................................................................... .45. , , 0 0 46. Interest on certain installment sales.......................................................................... 46. , , 0 0 47. Total tax before credits. Add lines 45 and 46............................................................ 47. , , 0 0 48. Exemption credit (see instructions)........................................................................... .48. , , 0 0 49. Total standard credits from Schedule OR-ASC-NP, Section E................................. .49. , , 0 0 50. Total standard credits. Add lines 48 and 49............................................................. .50. , , 0 0 , , 0 0 Line 52 can’t be more than line 51 (see Schedule OR-ASC and OR-ASC-NP Instructions).......................................................................................... 52. , , 0 0 53. Tax after standard and carryforward credits. Line 51 minus line 52.......................... 53. , , 0 0 Standard and carryforward credits 51. Tax minus standard credits. Line 47 minus line 50. If line 50 is more than line 47, enter 0.......................................................................................................... .51. 52. Total carryforward credits claimed this year from Schedule OR-ASC-NP, Section F. 150-101-055 (Rev. 08-23-21, ver. 01) 00612101070000 2021 Form OR-40-P Page 8 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. 54. Total credit recaptures claimed this year from Schedule OR-ASC-NP, Section G.... 54. , , 0 0 55. Tax after credit recaptures. Line 53 plus line 54....................................................... 55. , , 0 0 56. Oregon income tax withheld. Include a copy of your Forms W-2 and 1099......... .56. , , 0 0 57. Amount applied from your prior year’s tax refund.................................................... .57. , , 0 0 58. Estimated tax payments for 2021. Include all payments you made prior to the filing date of this return, including real estate transactions. Do not include the amount you already reported on line 57................................................................... .58. , , 0 0 59. Tax payments from a pass-through entity................................................................ .59. , , 0 0 60. Earned income credit (see instructions).................................................................... .60. , , 0 0 61. Kicker (Oregon surplus credit). Enter your kicker credit amount (see instructions). If you elect to donate your kicker to the State School Fund, enter 0 and see line 77................................................................................................................ .61. , , 0 0 62. Total refundable credits from Schedule OR-ASC-NP, Section H.............................. .62. , , 0 0 63. Total payments and refundable credits. Add lines 56 through 62............................ .63. , , 0 0 64. Overpayment of tax. If line 55 is less than line 63, you overpaid. Line 63 minus line 55................................................................................................ .64. , , 0 0 65. Net tax. If line 55 is more than line 63, you have tax to pay. Line 55 minus line 63................................................................................................ .65. , , 0 0 66. Penalty and interest for filing or paying late (see instructions)................................. .66. , , 0 0 Payments and refundable credits Tax to pay or refund 150-101-055 (Rev. 08-23-21, ver. 01) 00612101080000 2021 Form OR-40-P Page 9 of 11 Oregon Department of Revenue • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. , , 0 0 68. Total penalty and interest due. Add lines 66 and 67................................................. .68. , , 0 0 69. Net tax including penalty and interest. Line 65 plus line 68................................................... This is the amount you owe..69. , , 0 0 70. Overpayment less penalty and interest. Line 64 minus line 68................................................................This is your refund..70. , , 0 0 71. Estimated tax. Fill in the portion of line 70 you want applied to your open estimated tax account.............................................................................................. .71. , , 0 0 72. Charitable checkoff donations from Schedule OR-DONATE, line 30........................ 72. , , 0 0 73. Oregon 529 college savings plan deposits from Schedule OR-529 (see instructions)........................................................................................................ 73. , , 0 0 74. Total. Add lines 71 through 73. The total can’t be more than your refund on line 70................................................................................................................... 74. , , 0 0 75. Net refund. Line 70 minus line 74..................................... This is your net refund..75. , , 0 0 67. Interest on underpayment of estimated tax. Include Form OR-10......................... .67. Exception number from Form OR-10, line 1: 67a. Check box if you annualized: 67b. Direct deposit 76. For direct deposit of your refund, see instructions. Check the box if the final deposit destination is outside the United States: Type of account: Account information: Checking or Routing number Account number Savings Kicker donation 77. If you elect to donate your kicker to the State School Fund, check this box........... .77a. Complete the kicker worksheet, located in the instructions, and enter the amount here.............................................................This election is irrevocable. .77b. 150-101-055 (Rev. 08-23-21, ver. 01) , , 00612101090000 0 0 2021 Form OR-40-P Oregon Department of Revenue Page 10 of 11 • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. Sign here. Under penalty of false swearing, I declare that the information in this return is true, correct, and complete. Your signature X Date (MM/DD/YYYY) / / Spouse’s signature X Date (MM/DD/YYYY) / / Signature of preparer other than taxpayer X / Preparer license number Phone Date (MM/DD/YYYY) / Preparer first name Initial Preparer last name Preparer address City State ZIP code Signing this return does not grant your preparer the right to represent you or make decisions on your behalf. For more information, see the instructions for the Tax Information Authorization and Power of Attorney for Representation form on our website. Important: Include a copy of your federal Form 1040, 1040-SR, 1040-X, or 1040-NR. We may adjust your return without it. Pay the amount due (shown on line 69) • Online: www.oregon.gov/dor. • By mail: Payable to the Oregon Department of Revenue. Write “2021 Oregon Form OR-40-P” and the last four digits of your SSN or ITIN on your check or money order. Include your payment with this return. Don’t use Form OR-40-V payment voucher if you’re mailing payment with your return. Mail your return • • Non-2-D barcode. If the large 2-D barcode box on the first page of this form 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 large 2-D barcode box on the first page of this form 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. 150-101-055 (Rev. 08-23-21, ver. 01) 00612101100000 2021 Form OR-40-P Oregon Department of Revenue Page 11 of 11 • Use UPPERCASE letters.  • Use blue or black ink.  • Print actual size (100%).  • Don’t submit photocopies or use staples. Social Security number (SSN) Last name Note: Reprint page 1 if you make changes to this page. Amended statement. Complete this Section only if you’re amending your 2021 return or filing with a new SSN. If filing an amended return, use this space to explain what you’re changing. Include the return line numbers and the reason for each change. If your filing status has changed, explain why. Include all supporting forms and schedules when you file your amended return, even if you haven’t changed anything on them. If filing with a new SSN, enter your former identification number. 150-101-055 (Rev. 08-23-21, ver. 01) 00612101110000
Extracted from PDF file 2021-oregon-form-40p.pdf, last modified August 2021

More about the Oregon Form 40P Individual Income Tax Estimated TY 2021

Form 40-P is the tax form for part time residents of Oregon to file their Oregon income taxes. File this form only if your qualify as a part-time resident. Form 40P requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Part-Year Resident Individual Income Tax Return in January 2022, so this is the latest version of Form 40P, fully updated for tax year 2021. You can download or print current or past-year PDFs of Form 40P 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-ESV Estimated Income Tax Payment Voucher
Form 40 Resident Individual Income Tax Return
Form 40-V Payment Voucher for Income Tax
Form 40-EXT Application for Automatic Extension of Time to File Individual Tax Return
Schedule OR-A Oregon Itemized Deductions

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 40P from the Department of Revenue in January 2022.

Show Sources >

Form 40P is an Oregon Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.

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 40P

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


2021 Form 40P

2021 Form OR-40, Oregon Individual Income Tax Return for Full-year Residents, 150-101-040

2020 Form 40P

2020 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2019 Form 40P

2019 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2018 Form 40P

2018 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2017 Form 40P

2017 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2016 Form 40P

2016 Form OR-40-P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

2015 Form 40P

2015 Form 40P, Oregon Individual Income Tax Return for Part-year Residents, 150-101-055

Part-Year Resident Individual Income Tax Return - Form 2014 Form 40P

2014 Form 40P, Oregon Individual Income Tax Return for Part-Year Residents, 150-101-055

Part-Year Resident Individual Income Tax Return 2013 Form 40P

2013 Form 40P, Oregon Individual Income Tax Return for Part-Year Residents, 150-101-055

2012 Form 40P

2012 Form 40N, Oregon Individual Income Tax Return for Nonresidents, 150-101-048

Form 40P, Oregon Individual Income Tax Return for Part-Year Residents 2011 Form 40P

2011 Form 40P, Oregon Individual Income Tax Return for Part-Year Residents, 150-101-055


TaxFormFinder Disclaimer:

While we do our best to keep our list of Oregon Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

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