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Direct File Oregon

 

File directly with us for free

Direct File Oregon is an interview-based software that allows most full year residents to file their personal state income tax return electronically directly with the Oregon Department of Revenue for free. 

Benefits:

  • Easy – Simple step-by-step process.
  • Safe and secure – File directly with us on our secure servers. Instant confirmation assures your return was submitted.
  • Free – Direct File Oregon is completely free.

Direct File Oregon is now linked with IRS Direct File

Starting with tax year 2024, users who log into their Revenue Online account to use Direct File Oregon will have the option to transfer their federal tax information from IRS Direct File to complete their original Form OR-40 personal income tax return. Visit the IRS Direct File webpage to learn about eligibility requirements.

Didn't use IRS Direct File to complete your federal return?

If you filed your federal return using a method other than IRS Direct File, you can still use Direct File Oregon by manually entering your federal tax return information.

Why file with Direct File Oregon?

Direct File Oregon is free to use and can help prevent some errors. Direct File Oregon provides some guidance for common deductions and credits, performs math calculations, computes tax, and provides links to instructions. If you have a complex tax situation, this may not be for you. Please familiarize yourself with the Form OR-40 Instructions and Publication OR-17 before using this filing method. For previous year instructions and publications, see our Forms and Publications page.

Watch our video on how to file your tax return using Direct File Oregon below.

 

Who can file with Direct File Oregon?

Direct File Oregon currently supports original and amended Form OR-40 personal income tax returns for full year residents of Oregon.

Direct File Oregon does not currently support:

  • Tax returns for people who didn't live in Oregon all year (Forms OR-40-N and OR-40-P).
  • Taxpayers who file both a federal return and an “as if" federal return.
  • Taxpayers who file a federal Form 1040NR.
  • Taxpayers who file fiscal-year returns.

If you don't qualify to file your return with Direct File Oregon, or you prefer to use a form-base software product, check to see if you can use one of our other free tax preparation options or use one of our approved tax software partners (prices vary).

If you're not sure if you need to file a return, please review "Do I need to file an Oregon Return?" in the Form OR-40 Instructions or Publication OR-17. For previous year instructions and publications, see our Forms and Publications page.

Even if you're not required to file, you may still receive a refund if you qualify for the Oregon Earned Income Credit or the Oregon Kids Credit.

What you need to file a return with Direct File Oregon

You will need the following information to file your return:

  • Your login information for Revenue Online, or, if you have previously filed with the Department of Revenue, your adjusted gross income or Oregon taxable income amount from one of the last three returns filed for verification purposes.
  • Your login information for IRS Direct File or a copy of your federal tax return, including schedules.
  • Copies of your Forms W-2 and/or Forms 1099.
  • Social Security number or Individual Taxpayer Identification Number, as well as the date of birth, for everyone being claimed on your Oregon return.
  • A valid email address and phone number.
  • Your driver's license, state identification number, or phone number.

What if you are filing for the first time?

If this is your first time filing with the Oregon Department of Revenue, you have not filed a return with the Oregon Department of Revenue within the last three years, or you do not qualify to sign up for a Revenue Online account, you can still file your return with Direct File Oregon. Some features will be limited, and you won't be able to transfer your federal tax information from IRS Direct File. 

To file without a Revenue online account, go to Direct File Oregon and click on the “Direct File Oregon without a Revenue Online account" hyperlink in the “First-Time Filer?" section.

Why sign up for a Revenue Online account? 

Although you can file your return without signing up for a Revenue Online account, there are benefits to creating an account before you file your return. Some of these benefits include:

  • You can transfer your federal tax information into Direct File Oregon if you filed your federal return through IRS Direct File.
  • Some information will pre-populate on your return.
  • Your return will automatically save as you progress.
  • You can amend your return if needed.
  • You can access your return through your account to edit, complete, or view/print your submitted return.
  • If your federal adjusted gross income was $0 or less for the past three tax returns, or you received failure to file assessments for the last three tax years, you must log into Revenue Online to use Direct File.