INSTRUCTIONS: OREGON INDIVIDUAL INCOME TAX FULL-YEAR RESIDENT SHORT FORM (Form 40S)
Oregon full-year residents with annual income less than $100,000 who meet all other qualifications stipulated by the Oregon Department of Revenue may file a short form individual income tax return with the state. This form 40S can be obtained from the website of the Oregon Department of Revenue.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 1: If filing an amended return, check the box at the top of the form.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 2: On the first line, enter your name, Social Security number and date of birth.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 3: On the second line, provide the same information for your spouse if filing a joint return.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 4: On the third line, provide your current mailing address and telephone number.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 5: On the fourth line, enter your city, state, zip code and country. If your name or address is different from what was filed on your previous year's return, check the box where indicated.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 6: Indicate your filing status by checking the appropriate box next to lines 1 through 5.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 7: Document exemptions as directed on lines 6a through 7e.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 8: Enter your total income on line 8.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 9: Enter your federal tax liability for the tax year in question on line 9.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 10: Enter your standard deductions as documented on the back of the form on line 10.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 11: Add lines 9 and 10. Enter the resulting sum on line 11.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 12: Complete lines 12 through 42 as directed.
Oregon Individual Income Tax Full-Year Resident Short Form 40S Step 13: Sign and date the bottom of the page. If applicable, your spouse must do the same.
