Heads up, Coos County taxpayers looking to file their 2024 income tax returns, you've got a chance to get some free guidance at a handful of local libraries. The Oregon Department of Revenue is dispatching volunteers to help residents navigate both IRS Direct File and Direct File Oregon systems, as reported in a news release from the department. This free service, which pairs for the federal and state tax filings for the first time this year, will roll out at events from March 18-21.
According to the IRS, about 10,000 individuals in Coos County might benefit from this program. IRS Direct File aims to simplify the process and make it hassle-free, but not all tax return types are supported. For example, those with dividends from Form 1099-DIV or with capital gains or losses do not qualify. Those ineligible for IRS Direct File still have options; they can use Direct File Oregon for state returns and find other free federal tax services on the agency's website.
The free tax help sessions are scheduled at the Coquille Public Library on March 18 and 21, the Bandon Public Library on March 19, and the North Bend Public Library on March 20, with varying opening times. The Oregon Department of Revenue suggests checking your eligibility before attending, which can be done through the IRS's Eligibility Checker, and also to set up an IRS online account via ID.me and a Revenue Online account. Instructional videos and more info on the direct file assistance are available on the department's webpage.
When attending tax help, bring identification documents such as a Social Security card or ITIN and a government-issued photo ID for taxpayers (and spouses if filing jointly), such as a driver’s license or passport. Income and tax documents, including Forms W-2, 1099, or SSA-1099, are essential for a smooth process—without them, your filing will be incomplete. If expecting a refund, consider bringing a canceled check or bank routing and account numbers for direct deposit, along with last year’s tax return if available.
Beyond just easing the filing process, the department aims to raise awareness about significant tax credits people might be missing out on, like the Earned Income Tax Credit (EITC). It's a stark figure that nearly a quarter of eligible Oregon taxpayers aren't claiming the EITC, which translated to roughly $100 million in unclaimed credits back in 2020. To stay updated on filing tips and the like, taxpayers can sign up for the "Oregon Tax Tips" email newsletter, which promises a steady stream of useful tax-time information.
