Oklahoma Individual Income Tax Declaration for Electronic Filing
Extracted from PDF file 2022-oklahoma-form-511ef.pdf, last modified December 2008
Individual Income Tax Declaration for Electronic FilingOklahoma Individual Income Tax Declaration for Electronic Filing NOTE: Do not mail Oklahoma Tax Return - Form 511 or Form 511-NR. See instructions on Page 2 to determine if you are required to send Form 511-EF to the OTC. Your first name and middle initial Last name If a joint return, spouse’s first name and middle initial Last name 2022 Form 511-EF Your social security number: Spouse’s social security number: Mailing address (number and street, including apartment number, rural route or PO Box) Filing status: City, State, ZIP Total number of exemptions: PART ONE - TAX RETURN INFORMATION (WHOLE DOLLARS ONLY) 1 Oklahoma Adjusted Gross Income (511, Line 7) or Adjusted Gross Income: All Sources (511-NR, Line 8).................................................................... 1 00 00 00 00 00 2 Oklahoma Income Tax and Use Tax (511, Line 20 or 511-NR, Line 24).............................................. 2 3 Oklahoma Income Tax Payments and Credits (511, Line 32 or 511-NR, Line 33)............................... 3 4 Refund (511, Line 37 or 511-NR, Line 38) .......................................................................................... 4 5 Balance Due (511, Line 42 or 511-NR, Line 43) .................................................................................. 5 For a balance due return with an electronic payment, complete line 6b below. The due date for an electronic payment is April 20th. For a balance due return with a non-electronic payment, enclose a payment with the 511-V and submit on or before the due date of April 15th. If the Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later due date and will be considered timely. If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next business day. PART TWO - DECLARATION OF TAXPAYER 6a I consent that my refund be directly deposited as designated in the electronic portion of my 2022 Oklahoma income tax return. If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund. 6b I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of my Oklahoma taxes owed on this return and/or a payment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. If I have filed a balance due return, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of my tax liability, I will remain liable for the tax liability and all applicable interest and penalties. Under penalties of perjury, I declare I have compared the information contained on my return, with information I have provided to my Electronic Return Originator (ERO), and the amounts described in Part One above, agree with the amounts shown on the corresponding lines of my 2022 Oklahoma income tax return. To the best of my knowledge and belief, my return is true, correct, and complete. I consent that my return, including this declaration and accompanying schedules and statements, be sent to the OTC by my ERO. In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax Commission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically. Sign Here: Your Signature Date Spouse’s Signature (If joint return, both must sign) Date PART THREE - DECLARATION OF ELECTRONIC RETURN ORIGINATOR (ERO) AND PAID PREPARER I declare I have reviewed the above taxpayer’s return and the entries on Form 511-EF are complete and correct to the best of my knowledge. (EROs who are collectors are not responsible for reviewing the taxpayer’s return; however, they must ensure Form 511-EF accurately reflects the data on the return.) I have obtained the taxpayer’s signature on Form 511-EF and I have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have followed all other requirements described in Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2022). If I am also a Paid Preparer, under penalties of perjury I declare I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. This Paid Preparer declaration is based on all information of which I have any knowledge. ERO Use Only ERO or Paid Preparer’s Signature Date PTIN Paid Preparer Use Only Paid Preparer Signature Date PTIN Firm Name (or yours if self-employed): _______________________________________________________________________________________ Address and ZIP: _______________________________________________________________________________________ Phone Number: ( ____________ ) ___________________________________ 2022 Form 511-EF Oklahoma Individual Income Tax Declaration for Electronic Filing- page 2 Instructions on Requirement to Mail or Retain this Form Most people do not mail Form 511-EF or any documentation to the Oklahoma Tax Commission (OTC). For most taxpayers, electronic filing is a completely paperless process. However, if your return contains any of the forms or supporting schedules shown in the table below, you are required to either mail the documentation to the OTC or send the documentation as a PDF attachment with your electronically filed return. If your software does not support PDF attachments, mail any items shown in the table below along with the Form 511-EF to the address shown at the bottom of this form. If you are mailing the documentation, mail with Form 511-EF as a cover page. Do not mail your Oklahoma tax return (Form 511 or 511-NR), your Federal return (Form 1040) or withholding statements (W-2, W-2G or 1099s). Form Description Form OW-8-P-SUP-I Annualized Income Installment Method for Individuals Form 511-NOL or 511-NR-NOL Oklahoma Net Operating Loss Form 573 Farm Income Averaging FTAC’s Form Oklahoma Volunteer Firefighter Tax Credit Include a copy of other state’s income tax return if Form 511-TX is filed. Include any Oklahoma statements containing additional information as required by the instructions in the 511 or 511-NR Packet. NOTE: Do not enclose a payment with this form. If you need to make a payment, use Form 511-V “Oklahoma Income Tax Payment Voucher” and mail to the address on the payment voucher or make your payment electronically. For electronic payment options, visit tax.ok.gov. Do not mail your Oklahoma tax return (Form 511 or 511-NR), your Federal return (Form 1040), or withholding statements (W-2, W-2G or 1099s). If no additional forms or documentation are required for your electronically filed return, do not mail Form 511-EF. Retain for your records. If you are required to mail documentation and Form 511-EF to the OTC, mail to: Oklahoma Tax Commission Oklahoma City, OK 73194
2022 Form 511-EF Oklahoma Individual Income Tax Declaration for Electronic Filing
More about the Oklahoma Form 511EF Individual Income Tax TY 2022
We last updated the Individual Income Tax Declaration for Electronic Filing in January 2023, so this is the latest version of Form 511EF, fully updated for tax year 2022. You can download or print current or past-year PDFs of Form 511EF directly from TaxFormFinder. You can print other Oklahoma tax forms here.
Other Oklahoma Individual Income Tax Forms:
|Form Code||Form Name|
|Form OW-8-ES||Estimated Tax Declaration for Individuals|
|Form 511||Individual Resident Income Tax Return|
|Form 507||Statement of Person Claiming Refund Due a Deceased Taxpayer|
|Form 511NR||Individual Nonresident/Part-Year Income Tax Return|
|511-Pckt||Individual Resident Income Tax Return Packet (instructions, forms and tables)|
Oklahoma usually releases forms for the current tax year between January and April. We last updated Oklahoma Form 511EF from the Tax Commission in January 2023.
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 511EF
We have a total of eleven past-year versions of Form 511EF in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2022 Form 511-EF Oklahoma Individual Income Tax Declaration for Electronic Filing
2021 Form 511-EF Oklahoma Individual Income Tax Declaration for Electronic Filing
2020 Form 511EF
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.