Oklahoma Free Printable 511 Form-2003 for 2016 Oklahoma Individual Resident Income Tax Return

Form 511 is the general income tax return for Oklahoma residents. Form 511 can be eFiled, or a paper copy can be filed via mail.

We last updated the Individual Resident Income Tax Return in April 2016, so this is the latest version of Form 511, fully updated for tax year 2015. You can download or print current or past-year PDFs of Form 511 directly from TaxFormFinder. You can print other Oklahoma tax forms here.

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Individual Resident Income Tax Return
511 Form-2003

PRINT FORM Form 511 2015 RESET FORM Oklahoma Resident Income Tax Return Your Social Security Number Spouse’s Social Security Number (joint return only) Place an ‘X’ in this box if this taxpayer is deceased Place an ‘X’ in this box if this taxpayer is deceased AMENDED RETURN! Place an ‘X’ in this box if this is an amended 511. See Schedule 511-H. 511-H This form has been enhanced to complete all calculations, and to print a two dimensional (2D) barcode. The data entered on the form will be contained in the barcode. The Oklahoma Tax Commission can read the barcode, process it immediately into our system, and eliminate the need for manual data entry. Ultimately, this will mean faster refunds for the taxpayer of Oklahoma. Name and Address Please Print or Type Your browser may not be compatible with this form. Your first name, middle initial and last name Please check over the form carefully and make any changes needed prior to printing the form. Changes made after printing the form will not be reflected in the barcode and may result in a delay in the processing of your return. If a joint return, spouse’s first name, middle initial and last name Please mail your tax return to the following address. Oklahoma Tax Commission PO Box 269045 Oklahoma City OK 73126-9045 Mailing address (number and street, including apartment number, rural route or PO Box) If you need assistance, please contact us at 405-521-3160 Please take the following steps to ensure your 2D barcode will be accurate. City, State and ZIP Not Required to File Place an ‘X’ in this box if you do not have sufficient gross Add the Totals from the 4 boxes. Exemptions Filing Status income to require it you to fileremember a Federal return. (see instructions) 1. Save a copy of the form to your computer. Name and where you saved it. * NOTE: If claiming Special Exemption, see instructions on page 7 of 511 Packet. 1 Single Regular Blind 2 Married filing joint return (even if only one had income) 2. Go to Adobe Reader and open the file. Make sure you are not using your * Special 3 Married filing separate Yourself = + + Name: reader as it may not be compatible. Adobe Reader can be • If spousebrowser’s is also filing, list default name and SSN in the boxes: for SSN: free at https://get.adobe.com/reader/. Total downloaded Spouse + + = 4 Head of household with qualifying person = 3. Fill in your form as instructed and review it for accuracy. Remember, 5 Qualifying widow(er) with dependent child Number of dependent children = changes cannot written • Please list the year spouse diedbe in box at right: in since they will not be captured in the 2D barcode. = Number of other dependents Age 65 or Over? (Please see instructions) Spouse Yourself 4. Using the green “print” button, print and mail your form. Write the Total in the box below. Note: If you may be claimed as a dependent on another return, enter “0” for your regular exemption. Part One: To Arrive at Oklahoma Adjusted Gross Income If you are not required to file, see page 5 of the 511 Packet. If line 7 is different than line 1, enclose a copy of your Federal return. Round to Nearest Whole Dollar 1 Federal adjusted gross income (from Federal 1040, 1040A, or 1040EZ) . . 1 2 Oklahoma Subtractions (enclose Schedule 511-A) . . . . . . . . . . . . . . . . . . . 2 3 Line 1 minus line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Out-of-state income, except wages. Describe (4a) 5 Line 3 minus line 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Oklahoma Additions (enclose Schedule 511-B) . . . . . . . . . . . . . . . . . . . . . . 6 7 Oklahoma adjusted gross income (line 5 plus line 6) . . . . . . . . . . . . . . . . 7 (Enclose Federal schedule with detailed description; see instructions) 00 SCH-A 4b SCH-B 00 00 00 00 00 00 Part Two: Oklahoma Taxable Income, Tax and Credits Oklahoma Standard Deduction: 8 Oklahoma Adjustments (enclose Schedule 511-C) . . . . . . . . . . . . . . . . . . . 8 9 Oklahoma income after adjustments (line 7 minus line 8) . . . . . . . . . . . . . . 9 SCH-C 00 00 • Single or STOP AND READ: If line 4b is zero, complete lines 10-11. If line 4b is more than zero, see Schedule 511-D and do not complete lines 10-11. Married Filing 10 Oklahoma standard deduction or Federal itemized deductions . . . . . . . . . . 10 Separate: $6,300 00 • Married Filing Joint or Qualifying Widow(er): $12,600 • Head of Household: $9,250 Itemized Deductions: Enclose copy of the Federal Schedule A. 11 Exemptions ($1,000 x total number of exemptions claimed above). . . . . . . . 11 12 Total deductions and exemptions (add lines 10 and 11 or amount from Sch. 511-D, line 5) . 13 14 Oklahoma Taxable Income (line 9 minus line 12) . . . . . . . . . . . . . . . . . . . Oklahoma Income Tax from Tax Table (see pages 20-31 of instructions) 15 Oklahoma child care/child tax credit (see instructions) . . . . . . . . . . . . . . . . 15 16 Credit for taxes paid to another state (enclose Form 511TX). . . . . . . . . . . . 16 17 Form 511CR - Other Credits Form. List 511CR line number claimed here.. Income Tax (line 14 minus lines 15-17) Do not enter less than zero . . . . 12 SCH-D 00 00 00 13 If using Farm Income Averaging, enter tax from Form 573, line 22 and enter a “1” in box. 00 14 If paying the Health Savings Account additional 10% tax, add additional tax here and enter a “2” in box. STOP AND READ: If line 7 is equal to or larger than line 1, complete line 15. If line 7 is smaller than line 1, complete Schedule 511-E. 18 DO NOT PAY THIS AMOUNT. PAYMENT IS FIGURED ON LINE 43. 17 18 SCH-E 00 00 SCH-CR 00 00 2015 Form 511 - Resident Income Tax Return - Page 2 Your Social Security Number: Name(s) shown on Form 511: Part Three: Tax, Credits and Payments 19 20 Total from line 18.................................................................................................................... 19 Use tax due on Internet, mail order, or other out-of-state purchases..................................... 20 00 00 21 22 23 24 25 Balance (add lines 19 and 20)................................................................................................ 21 Oklahoma withholding (enclose all W-2s, 1099s or other withholding statements)... 22 00 00 2015 estimated tax payments (qualified farmer )........................ 23 00 2015 payment with extension........................................................... 24 00 Low Income Property Tax Credit (enclose Form 538-H).........................25 Sales Tax Relief Credit (enclose Form 538-S)(see back of Form 538-S or TO 538-S 511 Packet for further information).................................................................. 26 00 00 Natural Disaster Tax Credit (enclose Form 576).............................. 27 Oklahoma Earned Income Credit (see instructions)(If line 7 is equal to or more TO 511F than line 1, complete line 28. If line 7 is smaller than line 1, complete Schedule 511-F. If you are not 00 required to file, see “Not Required to File” on page 5 of the 511 Packet for instructions)............... 28 00 Credits from Form..............................a) 577........ b) 578........ 29 Amount paid with original return plus additional paid after it was filed 00 (amended return only)...................................................................... 30 Payments and credits (add lines 22-30).............................................................................. 31 Overpayment, if any, as shown on original return and/or prior amended return(s) or as previously adjusted by Oklahoma (amended return only)................................................. 32 Total payments and credits (line 31 minus 32).................................................................... 33 00 26 27 28 29 30 31 32 33 (For use tax table, see page 11 of the Packet) If you certify that no use tax is due, place an ‘X’ here: 00 00 00 Part Four: Refund For further information regarding estimated tax, see page 5 of the 511 Packet. 34 35 00 If line 33 is more than line 21, subtract line 21 from line 33. This is your overpayment.. 34 Amount of line 34 to be applied to 2016 estimated tax 00 (original return only)................................................... 35 Schedule 511-G provides you with the opportunity to make a financial gift from your refund to a variety of Oklahoma organizations. Please place the line number of the organization from Schedule 511-G in the box below. If you give to more than one organization, put a “99” in the box. Enclose Schedule 511-G. 36 37 38 Donations from your refund (total from Schedule 511-G).36 00 Total deductions from refund (add lines 35 and 36)............................................ 37 Amount to be refunded to you (line 34 minus line 37)........................................ 38 Direct Deposit Note: Verify your account and routing numbers are correct. If your direct deposit fails to process or you do not choose direct deposit, you will receive a debit card. See the 511 Packet for direct deposit and debit card information. Is this refund going to or through an account that is located outside of the United States? Deposit my refund in my: checking account Routing Number: savings account Account Number: 00 00 Yes No Part Five: Amount You Owe If you have an underpayment of estimated tax (line 41) & overpayment (line 34), see instructions. 39 40 41 42 43 If line 21 is more than line 33, subtract line 33 from line 21. This is your tax due..... 39 Donation: Public School Classroom Support Fund (original return only)...................... 40 Underpayment of estimated tax interest (annualized installment method )................. 41 For delinquent payment add penalty of 5%................. $__________________ plus interest of 1.25% per month.................................... $__________________ 42 Total tax, donation, penalty and interest (add lines 39-42)................................. 43 Under penalty of perjury, I declare the information contained in this document, and all attachments and schedules, is true and correct to the best of my knowledge and belief. Taxpayer’s signature Date Spouse’s occupation Daytime Phone (optional) Daytime Phone (optional) 00 00 00 Place an ‘X’ in this box if the Oklahoma Tax Commission may discuss this return with your tax preparer.................... Spouse’s signature Taxpayer’s occupation 00 00 Date Do not staple documentation to this form. To attach items, please use a paper clip. Mailing Address for this form: P.O. Box 26800, Oklahoma City, 73126-0800 269045, OKLAHOMA CITY, OK OK 73126-9045 The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law. Paid Preparer’s signature Date Paid Preparer’s address and phone number Paid Preparer’s PTIN 2015 Form 511 - Resident Income Tax Return - Page 3 NOTE: Enclose this page ONLY if you have an amount shown on a schedule. Your Social Security Number: Name(s) shown on Form 511: Schedule 511-A instructions for details on Oklahoma Subtractions See qualifications and required enclosures. 1 BACK TO PAGE 1 1 Interest on U.S. government obligations....................................................................... 2 Social Security benefits taxed on your Federal Form 1040 or 1040A........................... 2 3 Federal civil service retirement in lieu of social security................................................ 3 Retirement Claim Number: Taxpayer Military Retirement (see instructions for limitation)............................................................ 4 5 Oklahoma government or Federal civil service retirement (see instructions for limitation)..... 5 6 Other retirement income................................................................................................ 6 7 U.S. Railroad Retirement Board benefits...................................................................... 7 8 Oklahoma depletion...................................................................................................... 8 9 Oklahoma net operating loss..................................Loss Year(s) 9 ... 10 Exempt tribal income..................................................................................................... 10 11 Gains from the sale of exempt government obligations................................................ 11 12 Oklahoma Capital Gain Deduction (enclose Form 561)................................................ 12 13 Miscellaneous: Other subtractions (enter number box for typeOF ofDEDUCTION deduction) . CLICK HERE TO in SELECT TYPE 13 14 Total subtractions (add lines 1-13, enter total here and on line 2 of Form 511).......... 14 Oklahoma Additions 00 00 00 00 00 00 00 00 00 00 00 See instructions for details on qualifications and required enclosures. 1 BACK TO PAGE 1 1 State and municipal bond interest................................................................................ 2 Out-of-state losses (describe____________________________ ) Enter as a positive number . 2 3 Lump sum distributions (not included in your Federal Adjusted Gross Income)......... 3 4 Federal net operating loss - Enter as a positive number........................................................... 4 5 Recapture of depletion claimed on a lease bonus or add back of excess Federal depletion...... 5 6 Recapture of Contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 Account(s)... 6 7 Miscellaneous: Other additions (enter box forTYPE typeOF of ADDITION addition)........ CLICK number HERE TOinSELECT 7 8 Total additions (add lines 1-7, enter total here and on line 6 of Form 511)................ 8 Schedule 511-C 00 00 Spouse 4 Schedule 511-B 00 00 00 00 00 00 00 00 00 instructions for details on Oklahoma Adjustments See qualifications and required enclosures. 1 Military pay exclusion - Active Duty, Reserve and National Guard (not retirement income).... 2 BACK TO PAGE 1 2 Qualifying disability deduction...................................................................................... 3 Qualified adoption expense.......................................................................................... 3 4 Contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 Account(s)... 4 5 Deduction for providing foster care.............................................................................. 5 6 CLICK HERE TOin SELECT Miscellaneous: Other adjustments (enter number box forTYPE typeOF of DEDUCTION deduction) 6 7 Total adjustments (add lines 1-6, enter total here and on line 8 of Form 511)........... 7 1 00 00 00 00 00 00 00 2015 Form 511 - Resident Income Tax Return - Page 4 NOTE: Enclose this page ONLY if you have an amount shown on a schedule. Your Social Security Number: Name(s) shown on Form 511: Schedule 511-D Deductions and Exemptions See instructions for details on qualifications and required enclosures. Use this schedule if you have income from out-of-state (Form 511, line 4). Your exemptions and deductions must be prorated on the ratio of Oklahoma Adjusted Gross Income to Federal Adjusted Gross Income reduced by allowable adjustments except out-of-state income. If you do not have out-of-state income on Form 511, line 4, do not use this schedule. Instead complete Form 511, lines 10-11. Oklahoma standard deduction or Federal itemized deductions claim............................. Exemptions ($1,000 x number of exemptions claimed at top of Form 511).................... Total (add lines 1 and 2).................................................................................................. 1 2 3 Divide the amount on line 7 of Form 511 by the amount on line 3 of Form 511 • • Enter the percentage from the above calculation here (do not enter more than 100%)............ Total allowable deductions and exemptions (multiply line 3 by percentage on line 4, enter total here and on line 12 of Form 511) (Leave lines 10 and 11 of Form 511 blank)...... 4 5 Schedule 511-E 00 00 00 1 2 3 BACK TO PAGE 1 0.00% % 4 00 5 Child Care/Child Tax Credit See instructions for details on qualifications and required enclosures. If your Federal Adjusted Gross Income is $100,000 or less and you are allowed either a credit for child care expenses or the child tax credit on your Federal return, you are allowed a credit against your Oklahoma tax. Your Oklahoma credit is the greater of: • 20% of the credit for child care expenses allowed by the IRS Code. Your allowed Federal credit cannot exceed the amount of your Federal tax reported on your Federal return. or • 5% of the child tax credit allowed by the IRS Code. This includes both the nonrefundable child tax credit and the refundable additional child tax credit. The credit must be prorated based on the ratio of Oklahoma Adjusted Gross Income to Federal Adjusted Gross Income. If your Federal Adjusted Gross Income is greater than $100,000, no credit is allowed. Enclose a copy of your Federal return and, if applicable, the Federal child care credit schedule. 00 00 4 Enter your Federal child care credit............................... 1 Multiply line 1 by 20%..................................................... 2 Enter your Federal child tax credit (total of child tax credit & additional child tax credit)...... 3 Multiply line 3 by 5%....................................................... 4 5 Enter the larger of line 2 or line 4.................................................................................... 5 00 6 Divide the amount on line 7 of Form 511 by the amount on line 1 of Form 511 • • Enter the percentage from the above calculation here (do not enter more than 100%)......... 6 Multiply line 5 by line 6. This is your Oklahoma child care/child tax credit. Enter total here and on line 15 of Form 511.................................................................... 7 % 0.00% 1 2 3 7 Schedule 511-F Earned Income Credit BACK TO PAGE 1 00 00 00 See instructions for details on qualifications and required enclosures. You are allowed a credit equal to 5% of the Earned Income Credit allowed on your Federal return. The credit must be prorated on the ratio of Oklahoma Adjusted Gross Income to Federal Adjusted Gross Income. Enclose a copy of your Federal return. If you are not required to file, see “Not Required to File” on page 5 of the 511 Packet for instructions. 1 2 3 4 Federal earned income credit......................................................................................... Multiply line 1 by 5%....................................................................................................... Divide the amount on line 7 of Form 511 by the amount on line 1 of Form 511 • • Enter the percentage from the above calculation here (do not enter more than 100%)........ Oklahoma earned income credit.................................................................................... (multiply line 2 by line 3, enter total here and on line 28 of Form 511) 00 00 1 2 BACK TO PAGE 2 3 4 0.00% % 00 2015 Form 511 - Resident Income Tax Return - Page 5 NOTE: Enclose this page ONLY if you have an amount shown on a schedule or are filing an amended return. Your Social Security Number: Name(s) shown on Form 511: Schedule 511-G Donations from Refund (Original return only) This schedule allows you to make a donation from your refund to a variety of Oklahoma organizations. Information regarding each program, its mission, how funds are utilized, and mailing addresses are shown in Schedule 511-G Information. If you are not receiving a refund, but would like to make a donation to one of these organizations, Schedule 511-G Information lists the mailing address to mail your donation to the organization. If you are not receiving a refund and wish to donate to the Public School Classroom Support Fund, please see line 40 of Form 511. Place an ‘X’ in the box associated with the dollar amount you wish to have deducted from your refund and donated to that organization. Then carry that figure over into the column at the right. When you carry your figure back to line 36 of Form 511, please list the line number of the organization to which you donated. If you donate to more than one organization, please write a “99” in the box at line 36 of Form 511. 1 2 3 4 5 6 7 8 9 10 Support of Programs for Volunteers to Act BACK TO PAGE 2 as Court Appointed Special Advocates for Abused or Neglected Children..................... $2 $5 $ .... 1 ? Support of the Oklahoma National Guard......... $2 $5 $ .... 2 ? Support of Programs for Regional Food Banks in Oklahoma...................................................... $2 $5 $ .... 3 ? Support of Domestic Violence and Sexual Assault Services................................................ $2 $5 $ .... 4 ? Support of Volunteer Fire Departments............. $2 $5 $ .... 5 ? Oklahoma Lupus Revolving Fund..................... $2 $5 $ .... 6 ? Oklahoma Sports Eye Safety Program............. $2 $5 $ .... 7 ? Historic Greenwood District Music Festival Fund... $2 $5 $ .... 8 ? Public School Classroom Support Fund............ $2 $5 $ .... 9 ? Total donations (add lines 1-9, enter total here and on line 36 of Form 511)............. 10 00 00 00 00 00 00 00 00 00 00 Schedule 511-H: Amended Return Information Did you file an amended Federal return? Yes No BACK TO PAGE 1 If Yes, enclose a copy of the IRS Form 1040X or 1045 AND a copy of the “Statement of Adjustment”, IRS check or deposit slip. IRS documents submitted after filing this Oklahoma amended return may delay processing. Explain the changes to income, deductions, and/or credits below. Enter the line reference number for which you are reporting a change and give the reason. If more space is needed, enclose a separate schedule. ____________________________________________________________________________________________________________ ____________________________________________________________________________________________________________ ____________________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ Information for Schedule 511-G 1- Support for Programs for Volunteers to Act as Court Appointed Special Advocates for Abused or Neglected Children You may donate from your tax refund to support programs for volunteers to act as Court Appointed Special Advocates for abused or neglected children. Donations will be placed in the Income Tax Checkoff Revolving Fund for Court Appointed Special Advocates. Monies will be expended by the Office of the Attorney General for the purpose of providing grants to the Oklahoma CASA Association. If you are not receiving a refund, you may still donate. Mail your contribution to: Oklahoma CASA Association, Inc., P.O. Box 54946, Oklahoma City, OK 73154. 2- Support of the Oklahoma National Guard You have the opportunity to donate from your tax refund for the benefit of providing financial relief to qualified members of the Oklahoma National Guard and their families. Donations will be placed in the Income Tax Checkoff Revolving Fund for the Support of the Oklahoma National Guard Relief Program. Monies, to assist Oklahoma National Guard members and their families with approved hardship expenses, will be expended by the Military Department. If you are not receiving a refund, you may still donate. Please mail your contribution to: Operation Homefront Task Force, 3501 Military Circle, Oklahoma City, OK 73111-4398. 2014 Form 511 - Resident Income Tax Return - Page 6 NOTE: Do NOT enclose this page with Form 511. Information for Schedule 511-G - continued 3- Support of Programs for Regional Food Banks in Oklahoma You may donate from your tax refund for the benefit of the Regional Food Bank of Oklahoma and the Community Food Bank of Eastern Oklahoma (Oklahoma Food Banks). The Oklahoma Food Banks are the largest hunger-relief organizations in the state - distributing food to charitable and faith-based feeding programs throughout all 77 counties in Oklahoma. Your donation will be used to help provide food to the more than 500,000 Oklahomans at risk of hunger on a daily basis. If you are not receiving a refund, you may still donate by mailing your contribution to: Oklahoma Department of Human Services, Revenue Processing Unit, Re: Programs for OK Food Banks, P.O. Box 248893, Oklahoma City, OK 73124. 7- Oklahoma Sports Eye Safety Program You may donate from your refund for the benefit of the Oklahoma Sports Eye Safety Program. Your donation will be used by the State Department of Health to establish a sports eye safety grant program for the purchase and distribution of sports eye safety programs and materials to Oklahoma classrooms and sports eye safety protective wear to children age 18 and under. Monies will also be used to explore opportunities to utilize nonprofit organizations to provide such safety information or equipment. If you are not receiving a refund, you may still donate. Mail your contribution to: State Department of Health, Sports Eye Safety Fund, P.O. Box 268823, Oklahoma City, OK 73152-8823. 4- Support of Domestic Violence and Sexual Assault Services You may donate from your tax refund for the benefit of domestic violence and sexual assault services in Oklahoma that have been certified by the Attorney General. Your donation will be used to provide grants to domestic violence and sexual assault service providers for the purpose of providing domestic violence and sexual assault services in Oklahoma. The term “services” includes but is not limited to programs, shelters or a combination thereof. If you are not receiving a refund, you may still donate. Mail your contribution to: Attorney General, Domestic Violence and Sexual Assault Services Fund, 313 NE 21st Street, Oklahoma City, OK 73105. 8 - Historic Greenwood District Music Festival Fund With part of your tax refund you can support music festivals in the Historic Greenwood District of Tulsa. Your donation will be used by the Oklahoma Historical Society to assist with music education, public concerts, and a celebration of Tulsa’s and Oklahoma’s musical heritage. You may also mail your contributions to: Greenwood District Music Festival Fund, Oklahoma Historical Society, 800 Nazih Zuhdi Dr., Oklahoma City, OK 73105. 5- Support of Volunteer Fire Departments You may donate from your tax refund for the benefit of volunteer fire departments in Oklahoma. Your donation will be used to provide grants to volunteer fire departments in this state for the purpose of purchasing bunker gear, wildland gear and other protective clothing. If you are not receiving a refund, you may still donate. Mail your contribution to: Oklahoma State Fire Marshal, Attn: Volunteer Fire Department Fund, 2401 NW 23rd Street, Suite 4, Oklahoma City, OK 73107. 6- Oklahoma Lupus Revolving Fund You may donate from your refund for the benefit of the Oklahoma Lupus Revolving Fund. Monies from the fund will be used by the State Department of Health to provide grants to the Oklahoma Medical Research Foundation for the purpose of funding research into treating and curing lupus in this state. If you are not receiving a refund, you may still donate. Mail your contribution to: State Department of Health, Lupus Revolving Fund, P.O. Box 268823, Oklahoma City, OK 73152-8823. 9 - Public School Classroom Support Fund Donations to the Public School Classroom Support Revolving Fund will be used by the State Board of Education to provide one or more grants annually to public school classroom teachers. Grants will be used by the classroom teacher for supplies, materials, or equipment for the class or classes taught by the teacher. Grant applications will be considered on a statewide competitive basis. You may also mail a donation to: Oklahoma State Board of Education, Public School Classroom Support Fund, Office of the Comptroller, 2500 North Lincoln Boulevard, Room 415, Oklahoma City, OK 73105-4599. State of Oklahoma If died in 2015 or 2016, enter date of death: Spouse’s Social Security Number If died in 2015 or 2016, enter date of death: Instructions on page 2. Please read carefully as an incomplete form may delay your refund. 538 S FORM Claim for Credit/Refund of Sales Tax Taxpayer Social Security Number Part 1: Taxpayer Information Taxpayer first name, middle initial and last name 2 0 1 5 Physical address in 2015 (if different than shown in mailing address section) Spouse’s first name, middle initial and last name (if a joint return) Place an ‘X’ if you or your spouse have a physical disability constituting a substantial handicap to employment (submit proof) Mailing address (number and street, including apartment number, or rural route) Place an ‘X’ if you or your spouse are 65 years of age or over City, State and ZIP Part 2: Dependent Oklahoma resident for the entire year? (first name, middle initial, last name) If you have additional dependents, please attach schedule. See Instructions 2. Age 3. Social Security Number 4. Relationship no BACK TO PAGE 2 Exemption Information Qualified Exemptions... Note: Do not enter the taxpayer or spouse as a dependent. 1. Dependents yes 5.Yearly A. Yourself............................. Income B. Spouse.............................. C. Number of your dependent children... D. Number of other dependents............... E. Total exemptions claimed (add A-D)..... Part 3: Gross Income: Enter taxable and nontaxable gross income and assistance received by ALL members of your household in the year 2015. Yearly Income See “Total gross household income” definition on page 2 for examples of income. 1. Enter total wages, salaries, fees, commissions, bonuses, and tips (including nontaxable income from your W-2s) ....................................................................... 2. Enter total interest and dividend income received ................................................................... 3. Total of all dependents’ income (from Part 2, column 5)........................................................... 4. Social Security payments (total including Medicare) ................................................................ 5. Railroad Retirement benefits .................................................................................................... 6. Other pensions, annuities and IRAs ......................................................................................... 7. Alimony .................................................................................................................................... 8. Unemployment benefits ........................................................................................................... 9. Earned Income Credit (EIC) received in 2015.......................................................................... 10. Nontaxable sources of income (specify) __________________________________............... 11. Enter gross (positive) income from rentals, royalties, partnerships, estates & trusts, and gains from the sale or exchange of property (taxable & nontaxable) (enclose Federal return including schedules)........ 12. Enter gross (positive) income from business and farm (enclose Federal return including schedules) .......... 13. Other income-including income of others living in your household (specify)______________ 14. Total gross household income (Add lines 1-13).................................................................... If line 14 is over income limits shown in steps 2 and 3 on back of this form, no credit is allowed. Part 4: Sales Tax Credit Computation Is this refund going to or through an account that is located outside of the United States? Yes No 2 3 4 5 6 7 8 9 10 11 12 13 14 00 00 00 00 00 00 00 00 00 00 You may not enter negative amounts. 00 00 00 00 (For households with gross income below allowable limits, see steps 2 and 3 on back of form.) 15. Total qualified exemptions claimed in Box E above Direct Deposit Option: 1 You may not enter negative amounts. x $40 (credit claimed) .......... 15 For those NOT filing a Form 511. See page 2 for Refund Information. 00 If you are filing a Form 511, carry the credit to Form 511, line 26. Deposit my refund in my: Routing checking account savings account Number: Account Number: Under penalty of perjury, I declare the information contained in this document and any attachments is true and correct to the best of my knowledge and belief. Taxpayer’s Signature and Date Spouse’s Signature and Date Occupation Occupation If the Oklahoma Tax Commission may discuss this return with your tax preparer, place an ‘X’ here: Preparer’s Signature and Date 2015 Form 538-S - Page 2 Notice • Persons who have received TANF (Temporary Assistance for Needy Families) for any month in the year of 2015 will not be eligible for the sales tax credit or refund. Your monthly TANF benefit included Sales Tax Relief money. • The Department of Human Services will make sales tax refunds to persons who have continuously received aid to the aged, blind, disabled or Medicaid payment for nursing home care from January 1, 2015 to December 31, 2015. Form 538-S Instructions Follow the steps below to determine if you (or your spouse) are eligible to claim the Sales Tax Relief/Credit. Step 1 Were you a resident of Oklahoma* (defined below) for the entire year? No (you do not qualify to file this form) STOP GO Yes (go to step 2) Step 2 Is your total gross household income* (defined below) $20,000 or less? GO Yes (File Form 538-S) STOP No (go to step 3) Step 3 Is your total gross household income* (defined below) $50,000 or less and at least one of the following applies? • You can claim an exemption for your dependent. • You and/or your spouse are 65 years of age or older by 12/31/2015. • You have a physical disability constituting handicap to employment (provide proof* as defined in the section below) GO Yes (File Form 538-S) STOP No (you do not qualify to file this form) Exceptions: • A person convicted of a felony and who is an inmate in the custody of the Department of Corrections for any portion of the year is not eligible to file a claim for the sales tax relief. • Individuals living in Oklahoma under a visa do not qualify for the sales tax relief. • If a taxpayer or spouse died during the tax year, he/she will not qualify for the sales tax credit. If the death occurred after December 31, 2015, but before this tax form was filed, the sales tax credit or refund for the deceased will be issued to their estate. Enter the date of death in the box next to the taxpayer and/or spouse’s Social Security Number. Dependents: To qualify as a dependent for the sales tax credit or refund, you must qualify and be claimed as a dependent for Federal income tax purposes. The name, social security number, age, relationship and yearly income (if any) must be entered for all dependents. All of the other sales tax credit or refund requirements listed above must also be met (example: resident of Oklahoma for the entire year). Do not enter the taxpayer or spouse as a dependent. Refund Information for those Not Filing a Form 511: • If you are not filing a Form 511, and would like to have the amount shown on line 15 deposited directly into your checking or savings account, complete the “Direct Deposit Option” section. (If you are filing a Form 511, you will complete the Direct Deposit section on the Form 511). If you do not choose direct deposit, you will receive a debit card. • WARNING! The Oklahoma Tax Commission will not allow direct deposits to or through foreign financial institutions. If you use a foreign financial institution or have a foreign address on your income tax return, your refund will be mailed to the address shown on your return. If you have an address with an APO, FPO or DPO, you are not considered to have a foreign address; your refund is eligible for direct deposit. *Definitions for the purpose of this form: Resident of Oklahoma is defined as a person legally domiciled in this state for the entire tax year. Household means any house, dwelling or other type of living quarters. Total gross household income means the total amount of gross income received by ALL persons living in the same household whether the income was taxable or not for income tax purposes. This includes, but is not limited to, public assistance payments, support money (example: child support), worker’s compensation, school grants or scholarships, veterans disability compensation, loss-of-time insurance payments and all of the types of income shown on the front of this form. Income that is exempt must be included in the year received, for example: nontaxable sources of income on your W-2 (such as a dependent care reimbursement account), military housing assistance, and the distribution of earnings from a Roth IRA. Note: Do not include income deferred for Federal Income Tax purposes, for example: tax deductible contributions to a 401K or to a traditional IRA. This income will be included when distributed and taxed on your Federal return. Proof of disability may be established by certification by an agency of State Government, an insurance company or a physician, or by eligibility to receive disability benefits under the Federal Social Security Act. A veteran certified by the Veterans Administration of the Federal government as having a service-connected disability shall constitute proof. Filing instructions and due date: If you are required to file an Oklahoma Income Tax Return, claim the sales tax refund as a credit on your tax return, Form 511, and enclose this signed form. Your return claiming the sales tax credit must be filed no later than April 18th. (See note at bottom of page). If you are not required to file an Oklahoma Income Tax Return, this form must be filed no later than June 30. If you have withholding or made estimated payments and are filing for a refund on Form 511, you must claim the sales tax credit on your return and enclose this signed form. If you are not filing an income tax return, mail this completed and signed form to: Oklahoma Tax Commission, Post Office Box 26800, Oklahoma City, OK 73126-0800. An amended return cannot be filed to claim this credit after the due date. The claim must be filed on or before the due date, including extensions. Note: Extensions do apply to this form. If you have been granted an extension of time in order to file your income tax return (including the April 20th due date for electronically filed returns), file this form with your income tax return on or before the due date granted by the extension. Enclose a copy of the extension. State of Oklahoma 511CR FORM Other Credits Form Enclose this form and supporting documents with your Oklahoma tax return. Name as shown on return: 2 0 1 5 Social Security Number: -ORFederal Employer Identification Number: Enter in Column A all unused carryover credits established in prior tax years but not used in any prior tax year. Enter in Column B all credits established this tax year. This includes a credit generated this tax year; a credit transferred to you on a filed transfer agreement (Form 572) which may be claimed this tax year; and a credit, that once established, may be claimed over multiple years and you are claiming the subsequent years’ credit (e.g. Investment/New Jobs Credit or Credit for Qualified Ethanol Facilities). Attention members of pass-through entities: Enter your share of the pass-through entities’ credit on the appropriate line for the type of credit. For example: Your share of the pass-through entities’ Coal Credit would be entered on line 2. See instructions for details on qualifications and required enclosures. 1 Oklahoma Investment/New Jobs Credit (enclose Form 506).................................................... Reset CR A B Unused Credit Carried Over from Prior Year(s) Credit Established During Current Tax Year BACK TO PAGE 1 C Total Available Credit (A + B = C) 00 1 00 00 00 2 00 00 Credit for Investment in a Clean-Burning Motor Vehicle Fuel Property (enclose Form 567-A) Number of Form(s) 567-A Enter the number of Form(s) 567-A enclosed with this return for 3a and 3b................................... 3a Credit from Form 567-A, Part 1, Section A, line 3. (If completing multiple Forms 567-A; enter the total 00 3a amounts from all Part 1, Section A, line 3.)................... 00 00 00 00 2 Coal Credit................................................................... 3 3b Credit from Form 567-A, Part 4, line 4........................... 00 3b 4 Credit for Investment in Qualified Electric Motor Vehicle Property (placed in service before July 1, 2010).... 00 4 5 Small Business Capital Credit (enclose Form 527-A)................................................ 00 5 6 Oklahoma Agricultural Producers Credit (enclose Form 520).................................................... 00 6 7 Small Business Guaranty Fee Credit (enclose Form 529).................................................... 00 7 8 Credit for Employers Providing Child Care Programs............................................................ 00 8 9 Credit for Entities in the Business of Providing Child Care Services..................................................... 00 9 10 11 12 Credit for Commercial Space Industries...................... Credit for Tourism Development or Qualified Media Production Facility............................................ Oklahoma Local Development and Enterprise Zone Incentive Leverage Act Credit....................................... 00 10 00 11 00 12 13 Credit for Qualified Rehabilitation Expenditures ......... 14 Rural Small Business Capital Credit (enclose Form 526-A)................................................ 00 13 00 14 Not Applicable 00 Not Applicable 00 Not Applicable 00 00 Not Applicable 00 00 00 00 Not Applicable 00 Not Applicable 00 Not Applicable 00 00 Not Applicable 00 00 BACK TO PAGE 1 2015 Form 511CR - Page 2 Other Credits Form Name as shown on return: Social Security/Federal Employer Identification Number: BACK TO PAGE 1 15 16 Credit for Electricity Generated by Zero-Emission Facilities.............................................. Credit for Financial Institutions Making Loans under the Rural Economic Development Loan Act...... A 17 Credit for Manufacturers of Small Wind Turbines........ 18 Credit for Qualified Ethanol Facilities.......................... B Unused Credit Carried Over from Prior Year(s) Credit Established During Current Tax Year C Total Available Credit (A + B = C) 00 15 00 00 00 16 00 00 00 17 00 00 18 00 00 Not Applicable 00 Not Applicable 00 19 Poultry Litter Credit...................................................... 20 Volunteer Firefighter Credit (enclose COFT’s Form, see instructions on page 5)........................................ Not Applicable 20 00 00 21 Credit for Qualified Biodiesel Facilities........................ Not Applicable 21 00 00 22 Credit for Breeders of Specially Trained Canines........ 23 Credit for Modification Expenses Paid for an Injured Employee......................................................... 00 Not Applicable 19 22 Not Applicable 00 00 23 Not Applicable 00 24 Dry Fire Hydrant Credit ............................................... 25 Credit for the Construction of Energy Efficient Homes........................................................... 00 24 00 25 00 00 26 27 28 Credit for Railroad Modernization................................ Research and Development New Jobs Credit (enclose Form 563).................................................... Credit for Stafford Loan Origination Fee (for banks & credit unions filing Form 512).................. 00 26 00 00 00 27 00 00 00 28 29 30 31 Credit for Biomedical Research Contribution.............. Credit for Employees in the Aerospace Sector (enclose Form 564).................................................... Credits for Employers in the Aerospace Sector (enclose Form 565).................................................... 00 29 00 00 00 30 00 00 31 00 00 00 00 Not Applicable 00 Not Applicable 00 32 Wire Transfer Fee Credit............................................. 00 32 33 Credit for Manufacturers of Electric Vehicles............... 00 33 34 Credit for Cancer Research Contribution.................... 00 34 00 00 35 00 00 00 36 00 00 00 37 00 00 00 38 00 00 35 36 37 38 Oklahoma Capital Investment Board Tax Credit.......... Credit for Contributions to a Scholarship-Granting Organization................................................................ Credit for Contributions to an Educational Improvement Grant Organization................................ Credit for Venture Capital Investment (enclose Form 518-A or 518-B)................................. Not Applicable Not Applicable 00 39 Total (add lines 1 through 38)....................................................................................................... 39 Enter on the applicable line of income tax return and enter the number in the box for the type of credit. If more than one credit is claimed, enter “99” in the box. 00 BACK TO PAGE 1
Extracted from PDF file 2015-oklahoma-form-511.pdf, last modified October 2004

More about the Oklahoma Form 511 Individual Income Tax Tax Return TY 2015

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
511NR-Pckt Individual Nonresident/Part-Year Income Tax Return Packet (instructions, forms and tables)
Form OW-8-ES Estimated Tax Declaration for Individuals
Form 511 NOL Oklahoma Net Operating Loss - Full Year Residents

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 511 from the Tax Commission in April 2016.

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Form 511 is an Oklahoma Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

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 511

We have a total of three past-year versions of Form 511 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2015 Form 511

511 Form-2003

511 Form-2003 2014 Form 511

511 Form-2003

511 Form-2003 2012 Form 511

511 Form-2003


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