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Oklahoma Free Printable 511NR_2019 for 2020 Oklahoma Individual Nonresident/Part-Year Income Tax Return

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Individual Nonresident/Part-Year Income Tax Return
511NR_2019

PRINT FORM Oklahoma Nonresident/ Part-Year Income Tax Return Your Social Security Number Spouse’s Social Security Number (joint return only) Name and Address Please Print or Type Your first name Form 511NR 2019 RESET FORM 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 511NR. See Schedule 511NR-H. NR-H Middle initial Last name 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. 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. Please mail your tax return to the following address. Oklahoma Tax Commission - PO Box 269045 Oklahoma City OK 73126-9045 If you need assistance, please contact us at 405-521-3160 If a joint return, spouse’s first name Middle initial Last name Mailing address (number and street, including apartment number, rural route or PO Box) City State ZIP Not Required to File Placean an'X' ‘X’ininthis this box if you a nonresident whose Place box if you areare a nonresident whose grossgross income income from Oklahoma sources is less than $1,000. from Oklahoma sources is less than $1,000. (see instructions) (see instructions) ......................................................... Residency Status Nonresident(s) State of Residence: ________________ Part-Year Resident(s) From ___________ to _________ Resident/Part-Year Resident/Nonresident State of Residence: Yourself _________ Spouse _______ Regular Exemptions Filing Status * NOTE: If claiming Special Exemption, see instructions on page 8 of 511NR Packet. 1 Single 2 Married filing joint return (even if only one had income) 3 Married filing separate Name: • If spouse is also filing, list name and SSN in the boxes: SSN: 4 Head of household with qualifying person 5 Qualifying widow(er) with dependent child • Please list the year spouse died in box at right: Blind (a) Spouse (b) (c) Number of dependents Add the Totals from boxes (a), (b) and (c). Enter the TOTAL here: Note: If you may be claimed as a dependent on another return, enter “0” in the Total box for your regular exemption. Age 65 or Over? Complete Schedule 511NR-1 “Income Allocation for Nonresidents and Part-Year Residents” to arrive at Oklahoma Source Income (line 1) and Federal adjusted gross income (line 2). * Special Yourself (Please see instructions) Yourself Spouse Please Round to Nearest Whole Dollar Federal Amount Oklahoma Amount 1 Oklahoma source income (Schedule 511NR-1, line 18)................................................................................. 1 NR-1 .00 2 Federal adjusted gross income (Schedule 511NR-1, line 19)............. .00 2 NR-A 3 Oklahoma additions: Schedule 511NR-A, line 8.................................... .00 3 .00 4 Add lines (Federal 2 and 3) and then (Oklahoma 1 and 3)...................... .00 4 .00 5 Oklahoma subtractions: Schedule 511NR-B, line 17............................. NR-B .00 5 .00 6 Adjusted gross income: Oklahoma Source (line 4 minus line 5)..................................................................... 6 .00 7 Adjusted gross income: All Sources (line 4 minus line 5) Also enter on line 8... .00 7 .00 8 Adjusted gross income: All Sources (from line 7)................................................................................... 8 .00 9 Oklahoma Adjustments (Schedule 511NR-C, line 7)................................................................................ 9 NR-C .00 10 Income after adjustments (line 8 minus line 9)........................................................................................ 10 11 Oklahoma itemized deductions (Schedule 511NR-D, line 11) or Oklahoma standard deduction (Single or Married Filing Separate: $6,350 • Married Filing Joint or Qualifying Widow(er): $12,700 • Head of Household: $9,350).. ...11 .00 .00 12 Exemptions: Enter the total number of exemptions claimed above X $1,000.......................... 12 NR-D .00 13 Total deductions and exemptions (add lines 11 and 12)......................................................................... 13 .00 14 Oklahoma Taxable Income: (line 10 minus line 13).............................................................................. 14 15 (a) Oklahoma Income Tax from Tax Table or if using Farm Income Averaging, enter tax from Form 573, line 22 and enter a “1” in box on line 15................. .00 15a (b) If paying the Health Savings Account additional 10% tax, .00 15b add additional tax here and enter a “2” in box on line 15............................... Oklahoma Income Tax (line 15a plus line 15b)........................................................................................ 15 STOP AND READ: If line 7 is equal to or larger than line 2, complete line 16. If line 7 is smaller than line 2, see Schedule 511NR-E. 16 Oklahoma child care/child tax credit (see instructions).......................................................................... 16 NR-E 17 Subtract line 16 from line 15 (This is your tax base) (Do not enter less than zero).............................. 17 .00 .00 .00 2019 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 2 Your Social Security Number: Name(s) shown on Form 511NR: 18 Amount from line 17 on page 1.................................................................................................... 18 Oklahoma Amount (from line 6) 19 Tax percentage: • Federal Amount (from line 7) a) ................. 19 • b) .00 0.00% % 20 Oklahoma Income Tax. Multiply line 18 by line 19 If recapturing the Oklahoma Affordable Housing Tax Credit, add recaptured credit here and enter a “1” in box. If making an Oklahoma installment payment pursuant to IRC Section 965(h) and 68 O.S. Sec. 2368(K), add the installment payment here and enter a “2” in the box).................................................................... .... 20 Oklahoma earned income credit (Sch. 511NR-F, line 4)......................................................................... 21 Credit for taxes paid to another state (provide Form 511TX) nonresidents do not qualify..................... 22 Form 511CR - Other Credits Form - List 511CR line number claimed here: ............................ 23 Line 20 minus lines 21, 22 and 23 ..................................................... (Do not enter less than zero).... 24 Use tax due on Internet, mail order, or other out-of-state purchases while living in Oklahoma............. 25 21 22 23 24 25 If you certify that no use tax is due, place an ‘X’ here: 26 Balance (add lines 24 and 25)................................................................................................................. 26 .00 27 Oklahoma withholding (provide W-2s, 1099s or withholding statement)... 27 28 29 30 31 32 33 34 35 36 .00 .00 .00 .00 .00 NR-F CR .00 .00 2019 Oklahoma estimated tax payments .00 If you are a qualified farmer, place an ‘X’ here: ................................ 28 .00 2019 payment with extension......................................................................... 29 .00 Credits from Form.............................a) 577...... b) 578 ...................... 30 Amount paid with original return plus additional paid after it was filed (amended return only)..................................................................................... 31 .00 Payments and credits (add lines 27-31)............................................................................................... 32 Overpayment, if any, as shown on original return and/or prior amended return(s) or as previously adjusted by Oklahoma (amended return only)....................................................................... 33 Total payments and credits (line 32 minus line 33).............................................................................. 34 If line 34 is more than line 26, subtract line 26 from line 34. This is your overpayment........................ 35 Amount of line 35 to be applied to 2020 estimated tax .(original return only) (see page 4 of 511NR Packet for further information).................................... 36 .00 .00 .00 .00 .00 Schedule 511NR-G provides you with the opportunity to make a financial gift from your refund to a variety of Oklahoma organizations. Place the line number of the organization from Schedule 511NR-G in the box. If you give to more than one organization, put a “99” in the box. Provide Schedule 511NR-G............................. .00 37 Donations from your refund (total from Schedule 511NR-G).......................... 37 38 Total deductions from refund (add lines 36 and 37)................................................................................ 38 39 Amount to be refunded (line 35 minus line 38)....................................................................................... 39 Direct Deposit Note: Is this refund going to or through an account that is located outside of the United States? 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 511NR Packet for direct deposit and debit card information. Deposit my refund in my: Routing Number: Checking Account Savings Account .00 .00 Yes No Account Number: 40 If line 26 is more than line 34, subtract line 34 from line 26. This is your tax due.................................. 40 41 a) Donation: Support the Oklahoma General Revenue Fund (original return only)............................ 41a b) Donation: Public School Classroom Support Fund (original return only)....................................... 41b 42 Underpayment of estimated tax interest (annualized installment method )................................... 42 43 For delinquent payment add penalty of 5%......................... $______________________________ plus interest of 1.25% per month........................................... $______________________________......... 43 44 Total tax, donation, penalty and interest (add lines 40-43)..................................................................... 44 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 Taxpayer’s occupation Daytime Phone Number (optional) .00 .00 .00 .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 Date Spouse’s occupation A COPY OF FEDERAL RETURN MUST BE PROVIDED. Paid Preparer’s signature Paid Preparer’s address and phone number Paid Preparer’s PTIN Please remit to: Oklahoma Tax Commission, P.O. Box 26800, 269045,Oklahoma OklahomaCity, City,OK OK 73126-0800 73126-9045 The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law. Date 2019 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 3 NOTE: Provide this page with your return. Your Social Security Number: Name(s) shown on Form 511NR: Schedule 511NR-1: Income Allocation for Nonresidents and Part-Year Residents Reset NR-1 BACK TO PAGE 1 Lines 1-19: In the Federal column, enter the amounts from your Federal tax return. See the instructions to figure the amounts to report in the Oklahoma column. Federal Amount Oklahoma Amount 1 Wages, salaries, tips, etc.............................................................. .00 1 .00 2 Taxable interest income................................................................ .00 2 .00 3 Dividend income........................................................................... .00 3 .00 4 Taxable IRA distribution................................................................ .00 4 .00 5 Taxable pensions and annuities................................................... .00 5 .00 6 Taxable Social Security benefits (also enter on line 2 of Sch. 511NR-B)... .00 6 .00 7 Capital gains or losses (Federal Schedule D)............................... .00 7 .00 8 Taxable refunds (state income tax)............................................... .00 8 .00 9 Alimony received.......................................................................... .00 9 .00 10 Business income or (loss) (Federal Schedule C).......................... .00 10 .00 11 Other gains or losses (Federal Form 4797).................................. .00 11 .00 12 Rental real estate, royalties, partnerships, etc............................. .00 12 .00 13 Farm income or (loss)................................................................... .00 13 .00 14 Unemployment compensation..................................................... .00 14 .00 15 Other income (identify:_______________________________________________) .00 15 .00 16 Add lines 1 through 15................................................................. .00 16 .00 17 Total Federal adjustments to income .00 17 (identify:_______________________________________________) 18 Oklahoma source income (line 16 minus line 17) Enter here and on page 1, line 1................................................................................................................18 19 Federal adjusted gross income (line 16 minus line 17) Enter here and on page 1, line 2............................................... .00 19 Schedule 511NR-A: Oklahoma Additions Reset A BACK TO PAGE 1 1 State and municipal bond interest .............................................. 2 Lump sum distributions (not included in your Federal AGI)......... 3 Federal net operating loss............................................................ 4 Recapture depletion claimed on a lease bonus or add back of excess Federal depletion......................................... 5 Recapture of contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 Account(s)..................... 6 Oklahoma loss distributed by an electing PTE............................ 7 Miscellaneous: Other additions CLICK TO in SELECT OF ADDITION (enterHERE number box forTYPE the type of addition )............. 8 Total additions (add lines 1-7, enter total here and on line 3 of Form 511NR)..... .00 .00 See instructions for details on qualifications and required documents. Federal Amount Oklahoma Amount .00 1 .00 2 .00 3 .00 .00 .00 .00 4 .00 .00 5 .00 6 .00 .00 .00 7 .00 .00 8 .00 2019 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 4 NOTE: Provide this page ONLY if you have an amount shown on a schedule. Your Social Security Number: Name(s) shown on Form 511NR: Schedule 511NR-B: Oklahoma Subtractions Reset B BACK TO PAGE 1 See instructions for details on qualifications and required documents. Federal Amount Oklahoma Amount 1 Interest on U.S. government obligations...................................... .00 1 .00 2 Taxable Social Security (from Schedule 511NR-1, line 6)............ .00 2 .00 3 Federal civil service retirement in lieu of social security.............. .00 3 .00 4 Military Retirement (see instructions for limitation)...................... .00 4 .00 5 Oklahoma government or Federal civil service retirement........... .00 5 .00 6 Other retirement income............................................................... .00 6 .00 7 U.S. Railroad Retirement Board Benefits..................................... .00 7 .00 8 Additional depletion..................................................................... .00 8 .00 .00 9 .00 10 Exempt tribal income (see instructions for qualifications)............ .00 10 .00 11 Gains from the sale of exempt government obligations.............. .00 11 .00 - Retirement Claim Number: Taxpayer Number 9 Oklahoma net operating loss (Loss Year[s] (Provide Schedules) Spouse Number ) 12 Nonresident military wages (provide W-2)................................... .00 12 561NR 13 Oklahoma Capital Gain Deduction (Provide Form 561NR).......... 14 Income Tax Refund (Federal Form 1040 or 1040-SR, Schedule 1, line 1)........................................................................ 15 Oklahoma income distributed by an electing PTE....................... 16 Miscellaneous: Other subtractions (enterPress number for the type of deduction..... ).... hereintobox select Type of Deduction 17 Total subtractions....................................................................... (add lines 1-16, enter total here and on line 5 of Form 511NR) Schedule 511NR-C: Oklahoma Adjustments Reset C .00 13 .00 .00 14 .00 15 .00 .00 16 .00 .00 17 .00 .00 See instructions for details on qualifications and required documents. BACK TO PAGE 1 1 Military pay exclusion - Active Duty, Reserve and National Guard (not retirement) ......................... 1 .00 2 Qualifying disability deduction (residents and part-year residents only)........................................... 2 .00 3 Qualified adoption expense.............................................................................................................. 3 .00 4 Contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 Account(s) ........ 4 .00 5 Deductions for providing foster care................................................................................................. 5 .00 Press hereintobox select of Deduction 6 Miscellaneous: Other adjustments (enter number for Type the type of deduction )........ 6 .00 7 Total Adjustments (add lines 1-6, enter total here and on line 9 of Form 511NR).......................... 7 .00 2019 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 5 NOTE: Provide this page ONLY if you have an amount shown on a schedule. BACK TO PAGE 1 Your Social Security Number: Name(s) shown on Form 511NR: Schedule 511NR-D: Oklahoma Itemized Deductions If you claimed itemized deductions on your Federal return, you must claim Oklahoma Itemized Deductions. 1 Federal itemized deductions from Federal Sch. A, line 17...................... 1 .00 2 State and local sales or income taxes from Federal Sch. A, line 5a (If Federal Sch A, line 5e is limited, enter that portion of Federal Sch A, line 5a included in line 5e)....................................................................... 2 .00 3 Line 1 minus line 2.......................................................................................................................................... 3 4 Medical and Dental expenses from Federal Sch. A, line 4...................... 4 .00 5 Gifts to Charity from Federal Sch. A, line 14........................................... 5 .00 6 Line 3 minus lines 4 and 5............................................................................................................................ 6 .00 .00 7 Is line 6 more than $17,000? YES. Your itemized deductions are limited. Complete lines 9-11. NO. Your itemized deductions are not limited. Skip lines 9 & 10. Go to line 11. 8 Maximum amount allowed for itemized deductions. (exception, lines 9 & 10)............................... 8 17,000 .00 9 Medical and Dental expenses from Federal Sch. A, line 4.............................................................. 9 .00 10 Gifts to Charity from Federal Sch. A, line 14................................................................................. 10 .00 11 Oklahoma Itemized Deductions If you responded YES on line 7: Add lines 8, 9 and 10 If you responded NO on line 7: enter the amount from line 3................................................. 11 Enter your Oklahoma Itemized Deductions on line 11 of Form 511NR. Schedule 511NR-E: Child Care/Child Tax Credit .00 BACK TO PAGE 1 See instructions for details on qualifications and required documents. 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, then as a resident, part-year resident or nonresident military, 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 Adjusted Gross Income: All sources to Federal Adjusted Gross Income. If your Federal Adjusted Gross Income is greater than $100,000, no credit is allowed. Provide a copy of your Federal return and, if applicable, the Federal child care credit schedule. 1 2 3 4 5 6 Enter your Federal child care credit.......................................... 1 .00 Multiply line 1 by 20%............................................................... 2 .00 Enter your Federal child tax credit (total of child tax credit & additional child tax credit)................ 3 .00 .00 Multiply line 3 by 5%................................................................. 4 Enter the larger of line 2 or line 4...................................................................................................... 5 Divide the amount on line 7 of Form 511NR by the amount on line 2 of Form 511NR .00 • • Enter the percentage from the above calculation here (do not enter more than 100%)........................... 6 0.00% % 7 Multiply line 5 by line 6. This is your Oklahoma child care/child tax credit. Enter total here and on line 16 of Form 511NR................................................................................ 7 .00 2019 Form 511NR - Nonresident/Part-Year Income Tax Return - Page 6 NOTE: Provide 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 511NR: Schedule 511NR-F: Earned Income Credit See instructions for details on qualifications and required documents. Residents and part-year residents are allowed a credit equal to 5% of the Earned Income Credit allowed on the Federal return. The credit must be prorated on the ratio of Oklahoma source AGI to Federal AGI. Provide a copy of your Federal return. BACK TO PAGE 2 Nonresidents do not qualify. 1 Federal earned income credit.................................................................................................................. 1 .00 2 Multiply line 1 by 5%............................................................................................................................... 2 .00 3 Divide the amount on line 6 of Form 511NR by the amount on line 2 of Form 511NR • • % 0.00% Enter the percentage from the above calculation here (do not enter more than 100%).......................... 3 4 Oklahoma earned income credit (multiply line 2 by line 3, enter total here and on line 21 of Form 511NR)....................................................................................................................... 4 .00 Schedule 511NR-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 511NR-G Information on page 25 of the 511NR Packet. If you are not receiving a refund but would like to make a donation to one of these organizations, Schedule 511NR-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 Support the Oklahoma General Revenue Fund or Public School Classroom Fund, see line 41a or 41b of Form 511NR. 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 37 of Form 511NR, 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 37 of Form 511NR. BACK TO PAGE 2 1 Support of Programs for Volunteers to Act as Court Appointed Special Advocates for Abused or Neglected Children............................... $2 2 Indigent Veteran Burial Program................................. $2 3 Support the Oklahoma General Revenue Fund.......... $2 4 Oklahoma Emergency Responders Assistance Program....................................................................... $2 5 Support of Folds of Honor Scholarship Program......... $2 6 Support Wildlife Diversity Fund................................... $2 7 Support of Programs for Regional Food Banks in Oklahoma................................................................ $2 8 Public School Classroom Support Fund..................... $2 9 Oklahoma Pet Overpopulation Fund........................... $2 10 Support the Oklahoma AIDS Care Fund..................... $2 $5 $5 $5 $ $ $ .... 1 .... 2 .... 3 ? ? ? .00 .00 .00 $5 $5 $5 $ $ $ .... 4 .... 5 .... 6 ? ? ? .00 .00 .00 $5 $5 $5 $5 $ $ $ $ .... 7 .... 8 .... 9 ...10 ? ? ? ? .00 .00 .00 .00 11 Total donations (add lines 1-10, enter total here and on line 37 of Form 511NR)........................ 11 Schedule 511NR-H: Amended Return Information Did you file an amended Federal return? Yes .00 BACK TO PAGE 1 No If Yes, provide a copy of the IRS Form 1040X or 1045 AND proof of IRS acceptance, such as a copy of the IRS “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, provide a separate schedule. _______________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________ _______________________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ FORM State of Oklahoma Other Credits Form Provide this form and supporting documents with your Oklahoma tax return. Name as shown on return: 511CR 2 0 1 9 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). 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. Reset CR BACK TO PAGE 2 A B Unused Credit Carried Over from Prior Year(s) 1a Oklahoma Investment/New Jobs Credit (provide Form 506).............................................................. 1b Check the box to indicate the type of credit...................... 2 Coal Credit............................................................................ Credit Established During Current Tax Year .00 Not Applicable .00 1a Investment Credit C Total Available Credit (A + B = C) .00 New Jobs Credit 2 .00 .00 3 Credit for Investment in a Clean-Burning Motor Vehicle Fuel Property (provide Form 567-A) Number of Form(s) 567-A Enter the number of Form(s) 567-A provided 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 amounts from all Part 1, Section A, line 3.).......................... .00 3a .00 .00 3b Credit from Form 567-A, Part 4, line 4................................. .00 3b .00 .00 .00 4 .00 .00 .00 5 Not Applicable .00 .00 6 Not Applicable .00 .00 7 Not Applicable .00 .00 8 .00 .00 .00 9a .00 .00 4 Small Business Guaranty Fee Credit (for banks and credit unions filing Form 512) (provide Form 529).............................................................. 5 Credit for Entities in the Business of Providing Child Care Services.............................................................. 6 Credit for Tourism Development or Qualified Media Production Facility..................................................... 7 Oklahoma Local Development and Enterprise Zone Incentive Leverage Act Credit............................................... 8 Credit for Qualified Rehabilitation Expenditures ................. 9a Credit for Electricity Generated by Zero-Emission Facilities....................................................... 9b Check the box to indicate the renewable resource used to generate electricity................................................ 10 Credit for Financial Institutions Making Loans under the Rural Economic Development Loan Act.............. 11 Credit for Manufacturers of Small Wind Turbines................. 12 Volunteer Firefighter Credit (provide FTAC’s Form, see instructions on page 4)............................................... Wind Moving Water, Sun, or Geothermal Energy .00 10 .00 11 .00 .00 12 .00 .00 Not Applicable .00 Not Applicable 2019 Form 511CR - Page 2 Other Credits Form Name as shown on return: Social Security/Federal Employer Identification Number: A B Unused Credit Carried Over from Prior Year(s) 13 Credit for the Construction of Energy Efficient Homes.................................................................... 14 Credit for Railroad Modernization........................................ 15 Research and Development New Jobs Credit (provide Form 563).............................................................. 16 Credit for Biomedical Research Contribution....................... 17 Credit for Employees in the Aerospace Sector (provide Form 564).............................................................. 18 Credits for Employers in the Aerospace Sector (provide Form 565).............................................................. Credit Established During Current Tax Year C Total Available Credit (A + B = C) .00 13 .00 .00 .00 14 .00 .00 .00 15 .00 .00 .00 16 .00 .00 .00 17 .00 .00 18 .00 .00 Not Applicable .00 19 Wire Transfer Fee Credit....................................................... .00 19 20 Credit for Cancer Research Contribution............................. .00 20 .00 .00 21 .00 .00 .00 22 .00 .00 .00 23 .00 .00 .00 24 .00 .00 .00 25 .00 .00 21 Oklahoma Capital Investment Board Tax Credit.................. Not Applicable 22 Credit for Contributions to a Scholarship-Granting Organization......................................................................... 23 Credit for Contributions to an Educational Improvement Grant Organization......................................... 24 Credit for Venture Capital Investment (provide Form 518-A or 518-B).......................................... 25 Oklahoma Affordable Housing Tax Credit............................ Not Applicable 26 Credit for Employees in the Vehicle Manufacturing Industry (provide Form 584)........................ Not Applicable 26 .00 .00 27 Credits for Employers in the Vehicle Manufacturing Industry (provide Form 585)........................ Not Applicable 27 .00 .00 28 Total (add lines 1a through 27)....................................................................................................................... 28 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 Notice Tax credits transferred or allocated must be reported on Oklahoma Tax Commission (OTC) Form 569. Failure to file Form 569 will result in the affected credits being denied by the OTC pursuant to 68 Oklahoma Statutes (OS) Sec. 2357.1A-2. State of Oklahoma for Part-Year and Nonresidents Filing Form 511NR (Qualifying Assets Held for the Applicable 2 or 5 Year Period) Name(s) as Shown on Return 561NR FORM Oklahoma Capital Gain Deduction Social Security Number BACK TO PAGE 4 1. List qualifying Oklahoma capital gains and losses, not included on lines 2 through 5 below. A1. Description of Property: A2. Oklahoma Location/Address or Federal ID Number: B. Date C. Date Sold D. Proceeds E. Cost or Acquired or Disposed (Sales Price) Other Basis minus (mm/dd/yy) (mm/dd/yy) Federal Amount B. Date C. Date Sold D. Proceeds E. Cost or Acquired or Disposed (Sales Price) Other Basis minus (mm/dd/yy) (mm/dd/yy) Federal Amount B. Date C. Date Sold D. Proceeds E. Cost or Acquired or Disposed (Sales Price) Other Basis minus (mm/dd/yy) (mm/dd/yy) Federal Amount (See instructions) Adjustments to F. Gain or (loss) Gain or Loss Oklahoma Amount G. Gain or (loss) A3. Type of property sold: (see instructions) A1. Description of Property: A2. Oklahoma Location/Address or Federal ID Number: (See instructions) Adjustments to F. Gain or (loss) Gain or Loss Oklahoma Amount G. Gain or (loss) A3. Type of property sold: (see instructions) A1. Description of Property: A2. Oklahoma Location/Address or Federal ID Number: (See instructions) Adjustments to F. Gain or (loss) Gain or Loss A3. Type of property sold: (see instructions) 2. Qualifying Oklahoma capital gain from installment sales reported on Federal Schedule D, line 11. (Provide a copy of Federal Form 6252) Type of property sold (See instructions)............... 3. Qualifying Oklahoma net capital gain from sale of business property reported on Federal Schedule D, line 11. (Provide a copy of Federal Form 4797) (If gain/loss is from a Federal K-1, complete the Worksheet on page 2 and provide a copy of the Federal Schedule K-1) Type of property sold (See instructions)............... 4. Other qualifying Oklahoma net capital gain or (loss) reported on Federal Schedule D, line 11, not included on lines 2 and 3 above. (Provide a copy of the applicable Federal form[s]) Type of property sold (See instructions)............... 5. Qualifying Oklahoma net capital gain or (loss) from partnerships, S corporations, estates or trusts reported on Federal Schedule D, line 12. (Complete the worksheet on page 2 and provide a copy of the Federal Schedule K-1) Type of property sold (See instructions)............... ...... 2 ...... 3 ...... 4 ...... 5 6. Add amounts in Columns F and G on line 1 and lines 2 through 5.................................................... 6 7. Qualifying Oklahoma capital loss carryover reported on Federal Schedule D, line 14 (See instructions)............................................................................................................................... 7 8. Qualifying Oklahoma net capital gain. Subtract line 7 from line 6. (If zero or less, enter “0”)............ 8 9. Net capital gain. (See instructions) (If zero or less, enter “0”) ........................................................... 9 10. Oklahoma Capital Gain Deduction. Enter the smaller of lines 8 or 9. (Do not enter less than zero)... 10 Provide Federal Form 1040, Schedule D and Form(s) 8949 Oklahoma Amount G. Gain or (loss) 2 0 1 9 2019 Form 561NR - Page 2 Oklahoma Capital Gain Deduction for Part-Year and Nonresidents Filing Form 511NR 68 Oklahoma Statute (OS) Sec. 2358 and Rule 710:50-15-48 Worksheet - (Provide with Form 561NR) Social Security Number Name(s) as Shown on Return Form 561NR Worksheet for (check one): Line 3 or Line 5 Complete a separate worksheet for each piece of property sold. Provide a copy of the Federal Schedule K-1. Name of pass-through entity:_________________________________________ FEIN: _______________________ Description of property sold:_______________________________________________________________________ Location of property:_____________________________________________________________________________ Date acquired:_______________________________________ Date sold:___________________________________ Date(s) you acquired ownership in the pass-through entity:_______________________________________________ General Information BACK TO 561 Individual taxpayers can deduct qualifying gains receiving capital gain treatment which are included in Federal adjusted gross income. “Qualifying gains receiving capital treatment” means the amount of net capital gains, as defined under Internal Revenue Code Section 1222(11). The qualifying gain must result from: 1. the sale of the real or tangible personal property located within Oklahoma that has been owned for at least five uninterrupted years prior to the date of the transaction that gave rise to the capital gain; 2. the sale of stock or an ownership interest in an Oklahoma company, limited liability company, or partnership where such stock or ownership interest has been owned for at least two uninterrupted years prior to the date of the transaction that gave rise to the capital gain; or 3. the sale of real property, tangible personal property or intangible personal property located within Oklahoma as part of the sale of all or substantially all of the assets of an Oklahoma company, limited liability company, or partnership or an Oklahoma proprietorship business enterprise where such property has been owned by such entity or business enterprise or owned by the owners of such entity or business enterprise for a period of at least two uninterrupted years prior to the date of the transaction that gave rise to the capital gain. An Oklahoma company, limited liability company, partnership or proprietorship business enterprise is an entity whose primary headquarters has been located in Oklahoma for at least three uninterrupted years prior to the date of sale. A capital loss carryover from qualified property reduces the current year gains from eligible property. Pass-through entities... Capital gain from qualifying property, as described above, held by a pass-through entity is eligible for the Oklahoma capital gain deduction, provided the individual has been a member of the pass-through entity for an uninterrupted period of the applicable two or five years and the pass-through entity has held the asset for not less than the applicable two or five uninterrupted years prior to the date of the transaction that created the capital gain. The type of asset sold, as shown in 1-3 above, determines whether the applicable number of uninterrupted years is two or five. The pass-through entity must provide supplemental information to the individual identifying the pass-through of qualifying capital gains. NOTE: If you are a member, either directly or indirectly, of an electing pass-through entity (PTE) the capital gain/loss from the PTE which is covered by the election pursuant to the provisions of the Pass-Through Entity Act of 2019 is not entered on this form to compute your Oklahoma Capital Gain Deduction. The gain/loss will be entered on the PTE’s Oklahoma Capital Gain Deduction form, Form 561-PTE. Installment sales... Qualifying gains included in an individual taxpayer’s Federal adjusted gross income for the current year which are derived from installment sales are eligible for exclusion, provided the appropriate holding periods are met. 2019 Form 561NR - Page 3 Oklahoma Capital Gain Deduction for Part-Year and Nonresidents Filing Form 511NR 68 OS Sec. 2358 and Rule 710:50-15-48 Specific Instructions Lines 1-5: Type of Property Sold Enter the number in the box which corresponds to the type of property sold: 1. The sale of stock in a qualified Oklahoma corporation. 2. The sale of an ownership interest in a qualified Oklahoma company, limited liability company, or partnership. 3. The sale of qualified real property located within Oklahoma. 4. The sale of qualified tangible personal property located within Oklahoma. 5. The sale of qualified intangible personal property located within Oklahoma as part of the sale of all or substantially all of the assets of an Oklahoma company, limited liability company or partnership or and Oklahoma proprietorship buiness enterprise. 99. For lines 2-5, enter a 99 if the net gain/loss is from the sale of more than one type of property. Line 1: List qualifying Oklahoma capital gains and losses from Federal Form(s) 8949, Part II or from Federal Schedule D, line 8a. Provide a copy of Form(s) 1099-B if the qualifying Oklahoma capital gain or loss is reported on Federal Schedule D, line 8a. In Column A, line A1 enter the description of the property as shown on Federal Form 8949, Column a or on Form 1099-B. On line A2 enter either the Oklahoma location/address of the real or tangible personal property sold or the Federal Identification Number of the company, limited liability company or partnership whose stock or ownership interest was sold. Complete Columns B through E using the information from Federal Form 8949, Columns b through g or from Form 1099B. In Column B, enter the date the property was acquired. If you entered “VARIOUS” or “INHERITED” on your federal form, enter the date you actually acquired the property. For Column F combine Columns D and E. Do not include gains and losses reported on Form 561NR lines 2 through 5. In Column G enter the qualifying Oklahoma capital gains and losses reported in Column F which were sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. Line 2: Column F: If Federal Form 6252 was used to report the installment method for gain on the sale of eligible property on the Federal return, compute the capital gain deduction using the current year’s taxable portion of the installment payment. Provide Federal Form 6252. Capital gain from an installment sale is eligible for the Oklahoma capital gain deduction provided the property was held for the appropriate holding period as of the date sold. Column G: Enter the capital gain from an installment sale of eligible property reported in Column F which was sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. Line 3: Column F: Enter the qualifying Oklahoma net capital gain from the Federal Form 4797 which was reported on Federal Schedule D. Provide a copy of the Federal Form 4797. If reporting a gain/loss from a Federal Schedule K-1, complete the worksheet on page 2 and provide a copy of the Federal Schedule K-1. Column G: Enter the other qualifying Oklahoma capital gain from Federal Form 4797 reported in Column F which was sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. Line 4: Column F: Enter other qualifying Oklahoma capital gains reported on Federal Schedule D, line 11. Provide the applicable Federal form(s). If not shown on the Federal form, provide a schedule identifying the type and location of the property sold, the date of the sale, and the date the property was acquired. Column G: Enter the other qualifying Oklahoma capital gains reported in Column F which were sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. Line 5: Column F: Enter qualifying Oklahoma net capital gain or loss from partnerships, S corporations, trusts and estates. Complete the worksheet on page 2 and provide a copy of the Federal Schedule K-1. Column G: Enter the qualifying Oklahoma net capital gain or loss from flow-through entities reported in Column F which was sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. 2019 Form 561NR - Page 4 Oklahoma Capital Gain Deduction for Part-Year and Nonresidents Filing Form 511NR 68 OS Sec. 2358 and Rule 710:50-15-48 Specific Instructions - continued Line 7: Column F: Enter the total qualifying Oklahoma capital loss carryover from the prior year’s return. Column G: Enter the qualifying Oklahoma capital loss carryover reported in Column F which was sourced to Oklahoma on Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. Line 9: Column F: The Oklahoma capital gain deduction, in the “Federal Amount” column, may not exceed the net capital gain included in Federal adjusted gross income. The term “net capital gain” means the excess of the net long-term capital gains for the taxable year over the net short-term capital loss for such year. If a capital loss, enter “0”. Column G: The Oklahoma capital gain deduction, in the “Oklahoma Amount” column, may not exceed the portion of the net capital gain sourced to Oklahoma. This is the net capital gain from Form 511NR, Schedule 511NR-1, line 9 “Oklahoma Amount” column. If there is no net capital gain, enter “0”. NOTE: The net capital gain must be decreased for any capital gain or increased for any capital loss from the sale of state and municipal bonds exempt from Oklahoma income tax. Line 10: Column F: Compare lines 8 and 9. Enter the smaller amount here and on Form 511NR, Schedule 511NR-B, line 13 “Federal Amount” column. Column G: Compare lines 8 and 9. Enter the smaller amount here and on Form 511NR, Schedule 511NR-B, line 13 “Oklahoma Amount” column.
Extracted from PDF file 2019-oklahoma-form-511nr.pdf, last modified January 2005

More about the Oklahoma Form 511NR Individual Income Tax Nonresident TY 2019

Nonresidents and part time residents need to file form 511 NR when doing their income taxes for Oklahoma. Fallible forms included at the end. Form 511NR requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Individual Nonresident/Part-Year Income Tax Return in February 2020, so this is the latest version of Form 511NR, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 511NR directly from TaxFormFinder. You can print other Oklahoma tax forms here.

Related Oklahoma Individual Income Tax Forms:

TaxFormFinder has an additional 54 Oklahoma income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Oklahoma Form 511NR.

Form Code Form Name
511NR-Pckt Individual Nonresident/Part-Year Income Tax Return Packet (instructions, forms and tables)

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 511NR from the Tax Commission in February 2020.

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Form 511NR is an Oklahoma Individual Income Tax form. Many states have separate versions of their tax returns for nonresidents or part-year residents - that is, people who earn taxable income in that state live in a different state, or who live in the state for only a portion of the year. These nonresident returns allow taxpayers to specify which which income is subject to the state's taxes, and which is not.

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 511NR

We have a total of seven past-year versions of Form 511NR 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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