Do I need to send anything else in other than the actual Form 40?

[www-rooneyis]

Do I need to mail any other docs to State when mailing in Form 40 for refund?

[Cindy0H]

Is that for Oregon?

[Cindy0H]

Here are the Oregon instructions:

1. To speed processing, put your Oregon return together as follows (important—don’t attach these documents together or use staples, paperclips, or tape to assemble your return):

   1. Start with Form OR-40.

   2. If applicable, place these items in the following order behind your Form OR-40:

   • Form W-2s and any Form 1099s showing Oregon tax withheld.

   • Schedule OR-A.

   • Schedule OR-ASC.

   • Schedule OR-ADD-DEP.

   • Schedule OR-DONATE.

   • Schedule OR-529.

   • Form OR-10.

   • Schedule OR-WFHDC.

   • Form OR-24.
     • Your RDP’s Oregon return, if you’re filing separately. Don’t staple the returns together.

     3. Copy (front and back) of your federal Form 1040 and Schedules 1 through 5 (if applicable), 1040X, 1040NR, or 1040NR-EZ. If you’re filing using an “as if” federal return, include the “as if” return. Write “as if” in blue or black ink on the top left corner of your “as if” federal return. Also, include a copy of the federal return you actually filed.

     4. If you’re amending your return, include a copy of the federal or other state’s corrected return or audit report. If you're amending your Oregon return only, attach the federal or other state’s original return.

     5. Include your check or money order and completed Form OR-40-V payment voucher. If you’re paying by credit card or electronic payment, don’t use Form OR-40-V.

     Be sure all pages of your return are from the same form. For example, if you file Form OR-40, be sure that “2018 Oregon Form OR-40” is printed at the top of each page.

     Include federal Schedules 1 through 5 (if applicable to your Form 1040), but don’t include extension requests or any other federal schedules with your Oregon return. Keep these with your records. We receive some federal information from the IRS. We may ask for copies of other schedules or additional information later.

     Oregon's instructions (page 21):

     https://www.oregon.gov/DOR/forms/FormsPubs/publication-or-40-fy_101-043_2018.pdf
     

     If you have other questions about this, ask in the comment section below.

[Coreen111]

I need to know what forms go with my mail in check for federals and state Thanks

[MaryM428]

When you print your returns to mail there will be a cover sheet that lists what to send in with your return and the address to mail the return to. 

If you filed electronically and are just sending in the check, then you can print a 1040-V voucher to be sent with the check.

Here are directions for 1040-V

[dcestrad]

TurboTax is telling me to attach only the W-2 to form 40 and nothing else, but when I look at the state of Oregon publication at this link:

https://www.oregon.gov/dor/forms/FormsPubs/form-or-40-inst_101-040-1_2020.pdf

on page 4 it states the following:

Federal return. You must include a copy of your federal Form 1040 or 1040-SR and Schedules 1 through 3 (if applicable), 1040-X, or 1040-NR with your Oregon return. Without this information, we may disallow or adjust items claimed on your Oregon return.

[Critter-3]

If you indicated in the FILE tab that you will mail in the state  then in the Print Center you should choose the state return option and all the forms needed to be mailed (including a copy of the fed if needed) along with the mailing instructions will be included in the PDF file ...

• After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
• Then choose "Print, save, view this year's return."
• The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"

[GrannyJo2017]

What are the instructions for Form OR-40-V?

[GrannyJo2017]

Yes, Oregon

[GrannyJo2017]

I need the online instructions for 2020 OR-40-V. How do I get them?

[GrannyJo2017]

Yes Oregon

[NashayLO]

When preparing your Tax Returns in the TurboTax Software, choose to File by mail. That way, the TurboTax Software will include the filing Instructions as a cover letter.