The 40X Oregon form is an amended individual income tax return used by taxpayers in Oregon to correct or update their previously filed returns. This form allows individuals to change their filing status, report additional income or deductions, and adjust their tax liabilities. Timely submission of the 40X form is crucial, as amended returns may take six months or longer to process.
The 40X Oregon form is an essential document for individuals looking to amend their state income tax returns. This form is specifically designed for taxpayers who need to make corrections or adjustments to their previously filed returns. It allows individuals to change their filing status, such as switching from married filing separately to married filing jointly. The form requires detailed personal information, including names, Social Security numbers, and dates of birth for both the taxpayer and their spouse if applicable. Additionally, it captures various income sources, deductions, and tax credits, ensuring that all financial aspects are accurately reported. Taxpayers must also provide an explanation of any adjustments made, which is crucial for the processing of the amended return. The 40X form includes sections for calculating total taxes owed, credits, and potential refunds. It is important to note that amended returns may take several months to process, and taxpayers should attach a copy of their federal Form 1040X if they have also amended their federal return. Proper completion of this form can lead to a more accurate tax liability and ensure compliance with state tax regulations.
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
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
HERE
Spouse’s signature (if filing jointly, BOTH must sign)
Address
Telephone No.
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
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