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Oklahoma Free Printable  for 2020 Oklahoma Injured Spouse Claim and Allocation (not to be filed with the return)

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Injured Spouse Claim and Allocation (not to be filed with the return)
Form 505

Do not mail this form with your income tax return. 505 FORM Oklahoma Tax Commission Injured Spouse Claim and Allocation Name(s) shown on return Revised 2018 Your Social Security Number Are You An Injured Spouse? Is your share of the overpayment, shown on your joint return, being applied against your spouse’s Oklahoma Tax Commission liability? Yes No Note: Answer “no” if your overpayment is being applied against your spouse’s debt with another state agency such as past due child support or spousal support payments; certain Federal debt such as student loans or amounts due the Internal Revenue Service; or county court debts. If you answered no, STOP! Do not complete this form. You must claim your refund by contacting the agency to which your refund was applied. If the other agency requests you complete Form 505, mail this form to that agency and NOT to the Oklahoma Tax Commission. If you answered yes, you may file this form to claim your part of the refund if all three of the following apply: ✓ ✓ ✓ You are not required to pay your spouse’s Oklahoma Tax Commission liability. You received and reported income (such as wages, taxable interest, etc.) on the joint return. You had Oklahoma income tax withheld or made estimated tax payments, or you claimed the sales tax relief credit or other refundable credit on the joint return. If all three of the above apply and you want your share of the overpayment shown on the joint return refunded to you, complete this form. The Oklahoma Tax Commission will figure your part of the overpayment and send you any refund that is due. However, if you owe past-due child support or a debt to another state agency, part or all of your share of the overpayment may be applied to that debt. Please allow at least 8 weeks for the processing of this claim. When Do You File Form 505? After you have been notified that your refund is going to be applied to a debt other than your own, file Form 505 and mail to: * Oklahoma Tax Commission Account Maintenance Division Post Office Box 26800 Oklahoma City, OK 73126-0800 Note: Include copies of all W-2 forms of both spouses, any Forms 1099-R showing income tax withheld and your Federal return. If you do not include these copies, the processing of your claim may be delayed. Do not include a copy of your Oklahoma income tax return. * If you are completing Form 505 for another agency, mail this form to that agency and NOT to the Oklahoma Tax Commission. Part 1: Information about the Joint Tax Return for which this Claim Is Filed 1. Enter the following information exactly as it is shown on the tax return for which you are filing this claim. The spouse’s name and social security number shown first on that tax return must also be shown first below. First name, initial, and last name shown first on the return First name, initial, and last name shown second on the return Social security number shown first If Injured Spouse check here...................... Social security number shown second If Injured Spouse check here...................... 2. Enter the tax year for which you are filing this claim: 3. Current home address City State 4. Is the address on your joint return different from your current address (line 3)? Continue to Page 2. ZIP Yes No Form 505: Injured Spouse Claim and Allocation - Page 2 Name(s) shown on return: Your Social Security Number: Part 2: Allocation Between Spouses of Items on the Joint Tax Return Allocated Items 5. Income. Enter the separate income that each spouse earned. Allocate joint income, such as interest earned on a joint bank account, as you determine. But be sure to allocate all income shown on the joint return. a Wages................................................................................. b All other income. Identify the type and amount: (a) Amount Shown on Joint Return (b) Allocated to Injured Spouse (c) Allocated to Other Spouse 6. Adjustments to income. Enter each spouse’s separate adjustments, such as an IRA deduction. Allocate other adjustments as you determine....................................................... 7. Adjustments from Oklahoma adjusted gross income. Enter each spouse’s separate adjustments, such as a military pay exclusion. Allocate other adjustments as you determine............................................................................ 8. Oklahoma Standard deduction. If you itemized your deductions, go to line 9. Otherwise, enter in both columns (b) and (c) 1/2 of the amount shown in column (a) and go to line 10................................................................................. 9. Itemized deductions. Enter each spouse’s separate deductions, such as employee business expenses. Allocate other deductions as you determine.............................................. 10. Number of exemptions. Allocate the exemptions claimed on the joint return to the spouse who would have claimed them if separate returns had been filed. Enter whole numbers only (for example, you cannot allocate 3 exemptions by giving 1.5 exemptions to each spouse)......................................... 11. Credits. Allocate credits to the spouse who had the business or the income. Allocate any child care/child tax credit or sales tax relief credit claimed for a dependent to the spouse who has been allocated the dependent’s exemption. Allocate any other credits as you determine............................................ 12. Oklahoma income tax withheld. Enter Oklahoma income tax withheld from each spouse’s income as shown on Forms W-2 and 1099s. Be sure to enclose copies of these forms with Form 505.................................................................... 13. Payments. Allocate joint estimated tax payments as you determine............................................................................ Note: The Oklahoma Tax Commission will figure the amount of any refund due the injured spouse. Part III: Signature Under penalties of perjury, I declare I have examined this form and any accompanying schedules or statements and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Keep a copy of this form for your records Paid Preparer’s Use Only Preparer’s Signature: Firm’s name (or yours if self-employed) and address Phone Number (optional) Date Injured Spouse’s Signature: ( Date ) Preparer’s PTIN Check if self-employed EIN Zip Code
Extracted from PDF file 2018-oklahoma-form-505.pdf, last modified December 2007

More about the Oklahoma Form 505 Individual Income Tax

We last updated the Injured Spouse Claim and Allocation (not to be filed with the return) in January 2019, and the latest form we have available is for tax year 2018. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Oklahoma Tax Commission. You can print other Oklahoma tax forms here.

Other Oklahoma Individual Income Tax Forms:

TaxFormFinder has an additional 54 Oklahoma income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 511 Individual Resident Income Tax Return
Form 511NR Individual Nonresident/Part-Year Income Tax Return
511-Pckt Individual Resident Income Tax Return Packet (instructions, forms and tables)
Form 511-V Oklahoma Individual Income Tax Payment Voucher
Form 505 Injured Spouse Claim and Allocation (not to be filed with the return)

Download all OK tax forms View all 55 Oklahoma Income Tax Forms


Form Sources:

Oklahoma usually releases forms for the current tax year between January and April. We last updated Oklahoma Form 505 from the Tax Commission in January 2019.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Oklahoma Form 505

We have a total of seven past-year versions of Form 505 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:



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While we do our best to keep our list of Oklahoma Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

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