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Oklahoma Free Printable 2023 Form 511-TX Credit for Tax Paid to Another State for 2024 Oklahoma Oklahoma Credit for Tax Paid to Another State

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Oklahoma Credit for Tax Paid to Another State
2023 Form 511-TX Credit for Tax Paid to Another State

Credit for Tax Paid to Another State Name(s) - as shown on Form 511 or Form 511-NR FORM State of Oklahoma 2 0 2 3 511-TX Social Security Number(s) If taxes were paid to more than one state, a separate 511-TX must be provided for each state and a complete copy of the other state’s return, including W-2s, must be provided. Who Qualifies? A resident taxpayer who receives income for personal services performed in another state must report the full amount of such income on the Oklahoma return (Form 511). If another state taxes this income, the resident may qualify for this credit. A part-year resident who receives income from personal services performed in another state while an Oklahoma resident must report the full amount of such income in the “Oklahoma Amount” column of Form 511-NR. If another state taxes this income, the part-year resident may qualify for this credit. Who does not Qualify? A nonresident taxpayer does not qualify for this credit. A taxpayer who has claimed credit for taxes paid to another state on the other state’s income tax return does not qualify to claim this credit based on the same income. 1 Income for personal services taxed by both the other state and also Oklahoma (See instructions on Page 2).................................................................................... 1 2 Oklahoma Adjusted Gross Income (Form 511, line 7 or Form 511-NR, line 6) ............................................................... 2 3 Percentage Limitation (divide line 1 by line 2) (cannot exceed 100%)......................................................... 3 4 Oklahoma Income Tax (Form 511, line 14 or Form 511-NR, line 19) (not amount withheld)........................ 4 5 Limitation Amount (multiply line 4 by line 3)................................................................................................. 5 6 Income Tax paid to __________________(Include only the amount of the tax paid to another state that is attributable to the income from personal services reported on line 1. See example on Page 2. Do not use the withholding shown on your W-2 forms.)............................................................................... 6 Other state tax credit: enter the lesser of line 5 or line 6 here and on Form 511, line 16 or Form 511-NR, line 20.................................................................................................................... 7 7 Provide a complete copy of: • The other state’s return, including W-2s, or • Form W-2G if the taxing state (e.g. Mississippi) does not allow a return to be filed for gambling winnings. % 2023 Form 511-TX - Page 2 Credit for Tax Paid to Another State 68 OS Sec. 2357(B)(1) and Rule 710:50-15-72 Instructions This schedule, a complete copy of the other state’s tax return and copies of all W-2 forms must be provided with the Oklahoma return. If the taxing state (e.g. Mississippi) does not allow a return to be filed for gambling winnings, provide a copy of Form W-2G. Line 1 Include: • Only the amount of wages, salaries, commissions and other pay for personal services that is being taxed by Oklahoma and also the other state. Gambling winnings are considered income from personal services for purposes of this credit. Part-Year Residents include only the income for personal services that is included in the “Oklahoma Amount” column of Form 511-NR and that was also taxed by another state. Do NOT Include: • Income that is not compensation for personal services such as interest, dividends, taxable refunds, unemployment compensation, rental income and oil and gas royalty income. - or - Retirement benefits that the nonresident state is prohibited from taxing such as IRA distributions, pensions and annuities. • Example: Example 1. John is an Oklahoma resident, filing Form 511. He worked and owned rental property in another state. The other state’s return shows wages of $20,000 and rental income of $10,000. Line 1 would be $20,000, the amount of income from personal services included in his Oklahoma adjusted gross income and taxed by another state. Example 2: Beth is a part-year resident of Oklahoma, filing Form 511-NR. She lived in Oklahoma until the end of September, and on October 1, she moved to another state. She worked all year in the other state. Beth earned a salary of $30,000 for the year, $22,500 while she lived in Oklahoma and $7,500 while she lived in the other state. She also earned $10,000 rental income from farmland located in Oklahoma. Line 1 would be $22,500, the amount of personal service income included in the “Oklahoma Amount” column and taxed by another state. The $7,500 she earned while a nonresident of Oklahoma, is not taxed by Oklahoma. Line 6 Include only the amount of the tax paid to another state that is attributable to the income from personal services reported on line 1. Do not use the withholding shown on your W-2 forms. Example: personal services (from line 1) X total income from another state total tax paid to another state = tax paid to another state (not withholding tax) Example 1. Bill is an Oklahoma resident filing Form 511. The other state’s return shows $5,000 in wages, $7,000 in rental income from the other state, and $8,000 from the sale of a house located in the other state. The other state’s total tax liability is $546. Since only the $5,000 in wages is income from personal services subject to tax in both states, line 6 would be computed as follows: $5,000 X $546 = $137 $20,000 Example 2. (continued from Line 1, Example 2 above) The other state taxed all of Beth’s wage income; however, only the portion she earned while an Oklahoma resident was taxed by both states (see line 1). Her other state’s total tax liability was $754. Beth determines the portion of the other state’s tax that is attributable to the portion of her wage income that is being taxed in both states as follows: $22,500 X $754 = $566 $30,000
Extracted from PDF file 2023-oklahoma-form-511tx.pdf, last modified November 2005

More about the Oklahoma Form 511TX Individual Income Tax Tax Credit TY 2023

We last updated the Oklahoma Credit for Tax Paid to Another State in January 2024, so this is the latest version of Form 511TX, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 511TX directly from TaxFormFinder. You can print other Oklahoma tax forms here.


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Other Oklahoma Individual Income Tax Forms:

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

Form Code Form Name
Form 511 Individual Resident Income Tax Return
Form 511NR Individual Nonresident/Part-Year Income Tax Return
511-Pckt Individual Resident Income Tax Return Packet (instructions, forms and tables)
Form OW-8-ES Estimated Tax Declaration for Individuals
Form 511TX Oklahoma Credit for Tax Paid to Another State

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 511TX from the Tax Commission in January 2024.

Show Sources >

Form 511TX is an Oklahoma Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

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 511TX

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


2023 Form 511TX

2023 Form 511-TX Credit for Tax Paid to Another State

2022 Form 511TX

2022 Form 511-TX Credit for Tax Paid to Another State

2021 Form 511TX

2021 Form 511-TX Credit for Tax Paid to Another State

2020 Form 511TX

2020 Form 511TX

2019 Form 511TX

511TX-2003 (PG)

2018 Form 511TX

511TX-2003 (PG)

2017 Form 511TX

511TX-2003 (PG)

2016 Form 511TX

511TX-2003 (PG)

2015 Form 511TX

511TX-2003 (PG)

511TX-2003 (PG) 2014 Form 511TX

511TX-2003 (PG)

PDF Form Pack generated by formuPack 2012 Form 511TX

PDF Form Pack

511TX-2003 (PG) 2011 Form 511TX

511TX-2003 (PG)


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