Form OR-EF (150-101-339) "Oregon Individual Income Tax Declaration for Electronic Filing" - Oregon

What Is Form OR-EF (150-101-339)?

This is a legal form that was released by the Oregon Department of Revenue - a government authority operating within Oregon. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on August 9, 2019;
  • The latest edition provided by the Oregon Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form OR-EF (150-101-339) by clicking the link below or browse more documents and templates provided by the Oregon Department of Revenue.

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Download Form OR-EF (150-101-339) "Oregon Individual Income Tax Declaration for Electronic Filing" - Oregon

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Clear form
Form OR-EF
Office use only
01610001010000
Page 1 of 2, 150-101-339
Oregon Department of Revenue
(Rev. 08-09-19, ver. 01)
Oregon Individual Income Tax Declaration for Electronic Filing
Tax year
Don’t mail this form to the
Oregon Department of Revenue
First name
Last name
Social Security number (SSN)
Spouse’s first name
Spouse’s last name
Spouse’s SSN
Current mailing address
City
State
ZIP code
Phone
(
)
Part I—
Tax return information (whole dollars only)
.00
1. Net refund (Form OR-40, Form OR-40-N, or Form OR-40-P) ...........................................................................
1.
.00
2. Amount you owe (Form OR-40, Form OR-40-N, or Form OR-40-P) ................................................................
2.
Part II—
Direct deposit of refund or direct debit (see instructions)
3. Routing number
Caution:
Oregon is unable to change account information. Verify that your
4. Account number
banking information is correct. Entering incorrect information will
cause a delay in your refund or rejection of your payment.
Checking or
Savings
5. Type of account
Part III—
Declaration of taxpayer(s)
6a.
I consent that my refund be directly deposited as designated in the electronic portion of my Oregon income tax return
(Form OR-40, Form OR-40-N, or Form OR-40-P). If I have filed a joint return, this is an irrevocable appointment of my
spouse as an agent to receive the refund.
6b.
I am receiving a refund but I don’t want to receive it by direct deposit.
6c.
I consent that the return payment is made by direct debit using the account designated above. If I have filed a joint
return, I am authorizing this payment on behalf of my spouse and myself.
6d.
I am not receiving a refund or making an electronic payment.
Under penalties for false swearing, I declare that I have compared the information contained on my return with the information I have provided to
my electronic return originator (ERO) or online service provider (OLSP) and that the amounts described in Part I above agree with the amounts
shown on the corresponding lines of my Oregon income tax return. To the best of my knowledge and belief, my return is true, correct, and
complete. I consent that my return, including this declaration and accompanying schedules and statements, be forwarded upon request to
the Oregon Department of Revenue (DOR) by my ERO or OLSP. If the processing of my return, payment, or refund is delayed, I authorize the
department to disclose to my preparer the reason(s) for the delay and the date the payment was posted to my account or the refund was sent.
Your signature
Date
Sign
X
/
/
here
Spouse’s signature (if filing jointly, both must sign)
Date
X
/
/
Clear form
Form OR-EF
Office use only
01610001010000
Page 1 of 2, 150-101-339
Oregon Department of Revenue
(Rev. 08-09-19, ver. 01)
Oregon Individual Income Tax Declaration for Electronic Filing
Tax year
Don’t mail this form to the
Oregon Department of Revenue
First name
Last name
Social Security number (SSN)
Spouse’s first name
Spouse’s last name
Spouse’s SSN
Current mailing address
City
State
ZIP code
Phone
(
)
Part I—
Tax return information (whole dollars only)
.00
1. Net refund (Form OR-40, Form OR-40-N, or Form OR-40-P) ...........................................................................
1.
.00
2. Amount you owe (Form OR-40, Form OR-40-N, or Form OR-40-P) ................................................................
2.
Part II—
Direct deposit of refund or direct debit (see instructions)
3. Routing number
Caution:
Oregon is unable to change account information. Verify that your
4. Account number
banking information is correct. Entering incorrect information will
cause a delay in your refund or rejection of your payment.
Checking or
Savings
5. Type of account
Part III—
Declaration of taxpayer(s)
6a.
I consent that my refund be directly deposited as designated in the electronic portion of my Oregon income tax return
(Form OR-40, Form OR-40-N, or Form OR-40-P). If I have filed a joint return, this is an irrevocable appointment of my
spouse as an agent to receive the refund.
6b.
I am receiving a refund but I don’t want to receive it by direct deposit.
6c.
I consent that the return payment is made by direct debit using the account designated above. If I have filed a joint
return, I am authorizing this payment on behalf of my spouse and myself.
6d.
I am not receiving a refund or making an electronic payment.
Under penalties for false swearing, I declare that I have compared the information contained on my return with the information I have provided to
my electronic return originator (ERO) or online service provider (OLSP) and that the amounts described in Part I above agree with the amounts
shown on the corresponding lines of my Oregon income tax return. To the best of my knowledge and belief, my return is true, correct, and
complete. I consent that my return, including this declaration and accompanying schedules and statements, be forwarded upon request to
the Oregon Department of Revenue (DOR) by my ERO or OLSP. If the processing of my return, payment, or refund is delayed, I authorize the
department to disclose to my preparer the reason(s) for the delay and the date the payment was posted to my account or the refund was sent.
Your signature
Date
Sign
X
/
/
here
Spouse’s signature (if filing jointly, both must sign)
Date
X
/
/
Form OR-EF
01610001020000
Page 2 of 2, 150-101-339
Oregon Department of Revenue
(Rev. 08-09-19, ver. 01)
Part IV—
Declaration of electronic return originator (ERO) or paid preparer
I declare that I have reviewed the above taxpayer’s return and that the entries on this form are complete and correct to the best of my knowledge. If I
am only a collector, I am not responsible for reviewing the return and only declare that this form accurately reflects data on the return. The taxpayer will
have signed this form before I submit the return. I will give the taxpayer a copy of all forms and information to be filed with Oregon, and have followed all
other requirements described in the Modernized Electronic Filing Handbook for Software Developers and Tax Preparers. If I am also the paid preparer,
under penalty of perjury I declare that I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of
my knowledge and belief, they are true, correct, and complete. This declaration is based on all information of which I have any knowledge.
Electronic return originator’s use only
ERO’s signature
Date
Check if
Check if
/
paid preparer
self-employed
X
/
Firm’s name (or your name, if self-employed)
Phone
ERO’s license number
(
)
ERO’s address
City
State
ZIP code
Under penalty of perjury, I declare that I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best
of my knowledge and belief, they are true, correct, and complete. This declaration is based on all information of which I have any knowledge.
Paid preparer’s use only
Date
Preparer’s signature
Check if
self-employed
X
/
/
Firm’s name (or yours if self-employed)
Phone
Certificate/license number
(
)
Preparer’s address
City
State
ZIP code
Don’t mail this form or your paper return to the Oregon Department of Revenue
Instructions for signing your e-file return
Part II—Direct deposit or direct debit
To electronically sign a federal tax return, taxpayers must
use federal Form 8879, IRS e-file Signature Authorization,
Direct deposit or direct debit is voluntary and applies only to
and generate a federal personal identification number (PIN).
the current return. If you want your refund directly depos-
Oregon accepts the use of a federal PIN signature as signing
ited into your bank account or another financial institution,
the Oregon return. Don’t use Form OR-EF if using a federal
or if you want to make your return payment directly from
PIN signature.
your checking or savings account, complete Part II before
If a return isn’t signed electronically by using federal Form
transmitting your return. You can obtain the routing num-
8879, the taxpayer must use Form OR-EF to electronically
ber and account number from a check, a statement, or your
sign their Oregon return. Form OR-EF must be signed and
financial institution.
retained by the taxpayer and tax preparer. Don’t mail Form
Line 3. The routing number must be nine digits and begin with
OR-EF or attachments to us unless we request you to do so.
the numbers 01 through 12, 21 through 32, or 61 through 72.
Form OR-EF
Line 4. The account number can be up to 17 characters (both
numbers and letters). Don’t include hyphens, spaces, or
• Certifies the taxpayer’s e-file income tax return is true,
special symbols.
correct, and complete.
• Authorizes the ERO to transmit the return via a third-party
Part III—Declaration of taxpayer(s)
transmitter on behalf of the taxpayer.
• Authorizes us to inform the ERO when a taxpayer’s return
Line 6. Check one of the boxes, sign and date the form, or
is accepted.
use your PIN.
• Provides us with the taxpayer’s consent to direct deposit
any refund or direct debit any return payment.
Part IV—Declaration of ERO or paid preparer
Use Form OR-EF
The ERO or paid preparer is required to sign Form OR-EF
and also must keep it, along with any required attachments,
• If the federal return attached to the electronically filed
for three years from the due date or the date the return is
Oregon return is different than the federal return electroni-
filed, whichever is later.
cally filed with the IRS.
• If filing an “unlinked return” or the federal return wasn’t
What to do if you make changes to Form OR-EF
electronically filed.
If the ERO makes changes to your return after you have
Form OR-EF instructions
signed Form OR-EF but before it is transmitted, you must
complete and sign a corrected Form OR-EF if:
Name, address, and SSN. Be sure to use your current name,
• The Oregon taxable income changes; or
address, and SSN. Print or type your information in the space
• The net tax, state refund, or amount owed changes by more
provided.
than $14.
PO Box. If you receive your mail at a post office box or personal
Initial any minor changes made to Form OR-EF. Don’t mail
mail box (PMB), enter the PO Box or PMB number instead of
the corrected Form OR-EF or attachments unless we ask
your address. The address must match the address shown
for them.
on the electronically filed return.
SSN. Be sure to enter your SSN in the space provided. If a
Do you have questions or need help?
joint return, list the SSNs in the same order as on the return.
www.oregon.gov/dor
Part I—Tax return information
(503) 378-4988 or (800) 356-4222
questions.dor@ oregon.gov
Lines 1–2. Complete one of these lines using whole numbers
only. Fill in your refund or the amount you owe from the
Contact us for ADA accommodations or assistance in other
corresponding lines of the electronic return.
languages.
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150-101-339 (Rev. 08-09-19)
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