Form Ef - Oregon Individual Income Tax Declaration For Electronic Filing Page 2
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1
2Instructions For Signing Your E-File Return
There is one signature method available for taxpayers
SSN. Be sure to enter your SSN in the space provided.
to sign their tax return electronically—using a federal
If a joint return, list the SSNs in the same order as the
personal identification number (PIN) federal Form 8879.
first names.
Oregon recognizes the use of a federal PIN as signing
the Oregon return. If the PIN signature is used for the
Part I—Tax return information
Oregon return, Oregon Form EF is not needed.
Lines 1–2. Complete these lines using whole numbers
only. Fill in your refund or the amount you owe from
Federal Form 8879—IRS e-file Signature
the corresponding lines of the electronic return.
Authorization
• Certifies the taxpayer’s e-file income tax return is true,
Part II—Direct deposit
correct, and complete.
Direct deposit is voluntary and applies only to the cur-
• Selects a PIN as the signature for an e-file income
rent return. If you want your refund directly deposited
tax return.
into your bank account or another financial institution,
• Authorizes the ERO to enter the taxpayer’s PIN as
complete Part II before transmitting your return. You can
their signature on the e-file income tax return.
obtain the routing number and account number from a
check, a statement, or your financial institution.
If a return is not signed electronically, the taxpayer must
use Oregon Form EF—Oregon Individual Income Tax
Line 3. The routing number must be nine digits and
Declaration for Electronic Filing. Oregon Form EF is to be
begin with the numbers 01 through 12, 21 through 32,
signed and retained by the taxpayer and tax preparer.
or 61 through 72.
Don’t mail Form EF and attachments to DOR, unless
requested to do so.
Line 4. The account number can be up to 17 characters
(both numbers and letters). Include hyphens, but do
Oregon Form EF
not include spaces or special symbols. If fewer than
17 characters, enter the numbers from left to right and
• Certifies the taxpayer’s e-file income tax return is
leave the unused boxes blank.
true, correct, and complete.
• Authorizes the ERO to transmit the return via a third-
Part III—Declaration of taxpayer(s)
party transmitter for the taxpayer.
Line 6. Check one of the boxes for line 6a or 6b, or use
• Authorizes DOR to inform the ERO when a taxpayer’s
your PIN.
return is accepted.
• Provides DOR with taxpayer’s consent to directly
Part Iv—Declaration of ERO or paid preparer
deposit any refund.
The ERO or paid preparer is required to sign Form EF
and also must keep it, along with any required attach-
Use Form EF:
ments, for three years from the due date or the date the
• If filing the return “State Only” (will be referred to as
return is filed, whichever is later.
an “unlinked return” in Modernized e-file) and the
federal return attached to the Oregon return does not
What to do if you make changes to Form EF
match the federal return electronically filed.
If the ERO makes changes to your return after you have
• If changes are made to the federal return.
signed Form EF but before it is transmitted, you must
complete and sign a corrected Form EF if:
Form EF instructions
• The Oregon taxable income changes by more than
Name, Address, and SSN. Be sure to use your current
$50, or
name, address, and SSN. Print or type your information
• The net tax, state refund, or amount owed changes
in the space provided.
by more than $14.
PO Box. If you receive your mail at a post office box or
Initial any minor changes made to Form EF. Do not
personal mail box (PMB), enter the PO Box or PMB number
mail the corrected Form EF and attachments unless the
instead of your address. The address must match the
address shown on the electronically filed return.
department asks for them.
Form EF, page 2 of 2
150-101-339 (Rev. 10-11)
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