2024 Form OR-40 - Oregon Individual Income Tax Return for Full-year Residents - Instructions and Form Fields

Sep 19, 2026

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2024 Form OR-40 is the Oregon Department of Revenue individual income tax return for full-year residents. The form provides instructions for completing the return in UPPERCASE, using blue or black ink, printing at actual size, and avoiding photocopies or staples. It includes sections for personal information, Social Security numbers, first-time SSN and ITIN indicators, filing status, spouse information when applicable, exemptions and dependents, and related codes. It also references reprinting prior pages when changes are made and includes a space for a 2-D barcode.

LanguageEnglish

CategoryForms

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Personal and Filing Information

Basic identification fields

Filing status and spouse details

Exemptions and Dependents

Credits for self and spouse

Dependent listing and disability-related items

Form References and Notes

Barcode and reprint instructions

Clear form 2024 Form OR-40 Oregon Individual Income Tax Return for Full-year Residents Oregon Department of Revenue Page 1 of 8 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%) . • Don’t submit photocopies or use staples. | Fiscal year ending date (MM/DD/YYYY) | | | | | Extension filed
Form OR-24
Form OR-243
Federal Form 8379
Federal Form 8886
Disaster relief | Space for 2-D barcode—do not write in box below | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | | | | | Amended return. If amending for an NOL, tax year the NOL was generated: | | NOL tax year (YYYY)
| | | | | | Calculated with “as if” federal return Short-year tax election | | | | | | First name Initial Last name Date of birth (MM/DD/YYYY) | | | | --- | --- | | | | | --- | --- | | | | | | | --- | --- | --- | --- | / / | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | Social Security number (SSN) | | | | | | --- | --- | --- | --- | First time using this SSN (see instructions) Applied for ITIN Deceased Spouse first name Initial Spouse date of birth (MM/DD/YYYY) Spouse last name | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | Spouse SSN | | | | | --- | --- | --- | First time using this SSN (see instructions) Applied for ITIN Deceased Current mailing address | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | City State ZIP code Filing Status (check only one box) 1. 4. Single 2. Married filing jointly 3. Head of household (with qualifying dependent) 5. Married filing separately (enter spouse information above) Qualifying surviving spouse 150-101-040 (Rev. 08-08-24, ver. 01) 00462401010000 2024 Form OR-40 Oregon Department of Revenue Page 2 of 8 • Use UPPERCASE letters. • Use blue or black ink. • Print actual size (100%) . • Don’t submit photocopies or use staples. Last name | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | Note: Reprint page 1 if you make changes to this page. SSN | | | | | --- | --- | --- | Exemptions 6a. Credits for yourself ......................................................................................................................................................................................... 6a. Check boxes that apply: Regular Severe disability Someone else can claim you as a dependent 6b. Credits for your spouse ..................................................................................................................................................................................6b. Check boxes that apply: Regular Severe disability Someone else can claim your spouse as a dependent Dependents List your dependents in order from youngest to oldest. If you have more than three dependents, complete Schedule OR-ADD-DEP. Include the schedule with your return. Dependent 1: First name Initial Dependent 1: Date of birth (MM/DD/YYYY) Dependent 1: SSN Dependent 1: Last name | | | | | | | | | | | | | | | | | | |

FAQs

What formatting rules must be followed when completing Form OR-40?

Complete the form using UPPERCASE letters, blue or black ink, and print at actual size (100%). Do not submit photocopies or use staples.

Which filing status choices are shown on the form?

The form provides options such as Single, Married filing jointly, Head of household, Married filing separately (with spouse information), and Qualifying surviving spouse.

How does the form collect exemptions and dependents?

It includes credits for yourself and your spouse and a dependents section to list dependents from youngest to oldest, with an option to complete an additional schedule when there are more than three dependents.

Sep 19, 2026

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