Form 40X Oregon PDF Details

Understanding the 40X Oregon form is crucial for residents who find themselves needing to amend a previously submitted individual income tax return. This particular form steps in as a much-needed resource when changes to one’s tax situation arise post the original submission, be it due to discovered errors or overlooked deductions. The 40X form caters to various amendments, including but not limited to shifts from married filing separately to filing jointly, adjustments in reported income, deductions, or tax credits. Notably, the form necessitates detailed explanations of the adjustments made, urging taxpayers to provide computations and attach additional schedules if applicable. It underscores taxpayer accountability, requiring signatures under penalty of false swearing while also allowing for preparer representation, given the preparer’s details are fully disclosed. Acknowledging that processing amended returns can extend beyond six months, the Oregon Department of Revenue seeks detailed, accurate submissions to facilitate the review process. Also significant is the requirement to attach a copy of the amended federal return if applicable, pointing to the interconnectedness of state and federal tax obligations. With areas covering income, deductions, tax, credits, payments, and a succinct section for calculating refunds or balances due, the form is comprehensive. It addresses potential tax dues while also accommodating those entitled to refunds, including directives for those preferring to apply their refunds to future estimated taxes. The form, thus, stands as a critical tool for taxpayers navigating the complexities of amending their tax returns to ensure compliance and financial integrity.

QuestionAnswer
Form NameForm 40X Oregon
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesoregon tax form 40, oregon tax 40x get, oregon form 40x, oregion form 40x

Form Preview Example

FORM

OREGON AMENDED

40X

INDIVIDUAL INCOME

 

TAX RETURN

Check if amending to change from

FOR TAX YEAR _________

married filing separate to filing joint.

 

For Office Use Only

Original return number

 

Date received

 

 

 

 

 

 

Code

Tax

P&I

 

Payment Amount

 

 

 

 

 

 

 

 

 

 

 

 

Last name

First name and initial

Social Security number (SSN)

Date of Birth

 

 

 

 

(mm/dd/yyyy)

 

 

—

—

 

 

 

 

 

Spouse’s last name, if different and joint return

Spouse’s first name and initial, if joint return

Spouse’s SSN if joint return

Spouse’s

 

 

 

 

Date of Birth

 

 

—

—

(mm/dd/yyyy)

 

 

 

 

 

Current mailing address

 

 

 

 

 

 

 

 

 

City

State

ZIP code

Telephone number

()

 

INCOME AND DEDUCTIONS

 

 

(Please read instructions)

 

1.

Income

1

2.

Additions (Form 40 only)

2

3.

Federal tax liability (Form 40S only)

3

4.

Subtractions (Form 40 only)

4

5.

Deductions (standard deduction or itemized deductions)

5

6.

Oregon taxable income

6

A.As Originally Reported or

as Adjusted

(see specific inst.)

B.Net Change (increase or

decrease)

(explain on the back)

C.

Correct

Amount

TAX AND CREDITS

7.

TAX

7

8.

Interest on certain installment sales

8

9.

TOTAL OREGON TAX (add lines 7 and 8)

9

10.

Exemption credit (see instructions)

10

11.

Other credits (do not include working family credit for tax year 2003 and later)

11

12.

Total credits (add lines 10 and 11) (the total can’t be more than amount on line 9)

12

13.

Net income tax (line 9 minus line 12)

13

PAYMENTS

14.

Kicker—if applicable (see instructions)

14

 

 

 

 

15.

Oregon income tax withheld

15

 

 

 

 

16.

..........................................Working family child care credit for tax year 2003 and later

16

 

 

 

 

17 .

Estimated tax payment(s) for the tax year and payments made with extension requests

17

 

18.

....Amount paid with original return and any later payment(s) for the tax year (include only TAX paid—see instructions)

18

 

19.

Total payments (add lines 14 through 18)

 

 

19

 

20.

......................................Income tax refunds received (including working family child care credit and kicker refund)

 

21.

Net payments (line 19 minus line 20)

 

 

21

 

REFUND OR BALANCE DUE

22.

Refund. If line 21 is more than line 13C, you overpaid. Line 21 minus line 13C

22

 

23.

Amount of refund on line 22 you want applied to your 200__ estimated tax

23

 

24.

NET REFUND. Line 22 minus line 23. Enter the amount of line 22 you want refunded to you

24

 

25.

.......................Additional tax to pay. If line 13C is more than line 21, you have tax to pay. Line 13C minus line 21

25

 

26.

Interest on additional tax to pay (see instructions)

26

 

27.

AMOUNT YOU OWE. Add lines 25 and 26. Pay in full with this return

27

 

 

 

 

 

 

 

 

 

Amended returns may take six months or longer to process.

150-101-046 (Rev. 12-04) WEB

Be sure to complete the back and sign ➛

Page 2—Form 40X

28. Explanation of adjustments made — Show the computations in detail. Attach applicable schedules.

Under penalties for false swearing, I declare that I have examined this return, including accompanying schedules

I authorize the Department of

and statements. To the best of my knowledge and belief it is true, correct, and complete. If prepared by a person

Revenue to contact this preparer

other than the taxpayer, this declaration is based on all information of which the preparer has any knowledge.

about the processing of this return.

 

 

 

 

 

 

 

Your signature

Date

Signature of preparer other than taxpayer

License No.

SIGN

X

 

X

 

 

HERE

Spouse’s signature (if filing jointly, BOTH must sign)

Date

Address

 

Telephone No.

 

X

 

 

 

 

Important: Attach a copy of your federal Form 1040X if you also amended your federal return. See page 4 of the instructions for additional items you may need to attach.

Make check or money order payable to: Oregon Department of Revenue. Write your daytime

telephone number and the year you are amending on your payment. For example, “2002 Amended.”

Mail TAX-TO-PAY

Oregon Department of Revenue

PO Box 14555

returns to

 

4Salem OR 97309-0940

Mail REFUND returns and

REFUND

PO Box 14700

NO-TAX-DUE returns to

 

4Salem OR 97309-0930

150-101-046 (Rev. 12-04) WEB

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oregon tax 40x conclusion process detailed (step 1)

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PAYMENTS, Refund If line is more than line, and Kickerif applicable see in oregon tax 40x

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oregon tax 40x writing process explained (portion 3)

4. This particular paragraph comes with these particular form blanks to fill out: Under penalties for false swearing, I authorize the Department of, Revenue to contact this preparer, Your signature, SIGN HERE, X Spouses signature if fi ling, Date, Date, Signature of preparer other than, License No, X Address, Telephone No, Important Attach a copy of your, Make check or money order payable, and telephone number and the year you.

Writing part 4 in oregon tax 40x

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