In this article, you’ll find out about the IRS Direct File 2024 and why Oregon is the newest state to join. For a long time, filing federal income taxes in the U.S. meant doing complicated math yourself or getting help from a tax professional. But now, the IRS has expanded its Direct File program, and for the 2025 tax season, Oregon is the first new state to be included. This program offers a free and secure way for taxpayers to file their federal returns directly with the IRS. Keep reading to learn more about IRS Direct File 2024, who can use it, and other details.
IRS Direct File 2024
In 2024, the IRS introduced a new program called Direct File to make tax filing easier and more affordable. This program lets eligible taxpayers file their federal tax returns directly with the IRS online, at no cost.
The Direct File program started as a trial run in the 2024 tax season and was available to people in 12 states with simple tax situations. The trial was a big hit, with over 140,000 people using it. They received a total of $90 million in refunds and saved around $5.6 million in tax preparation fees. Thanks to its success and the strong interest from taxpayers, the IRS has decided to continue Direct File as a permanent option.
Oregon is a Newly Added State
After a very successful pilot program, Oregon is now officially part of the Direct File program, starting in 2025. This is a big milestone, and it could lead to more states joining the program in the future. With this expansion, more taxpayers will have the chance to file their returns for free.
Oregon’s entry into the IRS Direct File program is a big step forward. This opens the door for more states to join in the future, making free and secure federal tax filing available to more people across the country.
Oregon State Eligibility for Direct File
Although details on eligibility for the 2025 filing season haven’t been fully announced yet, the program is expected to mainly target people with simple tax situations. This typically includes those who:
- Get wages from just one employer and receive a W-2 form.
- Take the standard deduction instead of itemizing their deductions.
- Don’t have any dependents.
- Don’t run a business.
- Don’t have substantial income from investments or other complicated sources.
These are the general criteria for the IRS Direct File program. More specific information will be provided closer to the 2025 tax filing season.
Benefits of IRS Direct File
Direct File offers several great benefits for eligible taxpayers, including:
- Free and Secure: Unlike traditional tax software that might have fees, Direct File is completely free as it’s provided by the government. Plus, e-filing is safer and less likely to have mistakes compared to paper filing.
- Quick Refunds: Filing electronically usually means your tax return gets processed faster, which could lead to receiving your refund sooner.
- Easy to Use: The program is designed to be simple and user-friendly, guiding you through each step of the filing process.
For those with more complicated tax returns who can’t use Direct File, there are still other options:
- Free File Programs: The IRS Free File program connects eligible taxpayers with free tax preparation software from private companies.
- Affordable Prep Services: Many tax preparation services offer various fee structures, including options for lower-income individuals.
- Volunteer Help: The IRS Volunteer Income Tax Assistance program provides free tax help for eligible low-to-moderate-income individuals, seniors, and people with disabilities.
So, even if Direct File isn’t an option for you, there are plenty of other ways to get the help you need with your taxes.
Preparing for Direct File
If you’re planning to use Direct File, here’s what you need to get ready:
- Social Security numbers for yourself, your spouse, and any dependents.
- Wage and income statements.
- Proof of any other income you receive.
- Records of any deductions and credits you plan to claim.
- Your bank account details.
These are the basics you’ll need. For the most up-to-date and accurate information, be sure to check the IRS website.
Conclusion
In conclusion, the expansion of the IRS Direct File program to include Oregon in 2025 marks a significant milestone in simplifying and streamlining tax filing for many taxpayers. This program offers a valuable opportunity for those with straightforward tax situations to file their federal returns free of charge and securely. The success of the pilot program and Oregon’s inclusion suggest a promising future, potentially leading to further state additions. As Direct File becomes available, eligible taxpayers should prepare by gathering necessary documents and stay updated on specific eligibility criteria. This initiative is a step toward making tax filing more accessible and efficient nationwide.