INSTRUCTIONS: OKLAHOMA RESIDENT INCOME TAX RETURN AND CLAIM FOR CREDIT/REFUND OF SALES TAX (Form 511)
Oklahoma residents can file their state income tax using a form 511. This document can be obtained from the website of the Oklahoma Tax Commission.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 1: At the top of the form provide your name, address and Social Security number. If you file your taxes jointly with a spouse, enter their name and Social Security number as well.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 2: Indicate with a check mark whether filing as a single person, as a married couple filing jointly or separately, as the head of a household or as a qualifying widow(er) with a dependant child.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 3: Indicate with a check mark whether you or your spouse is age 65 or older. Note all exemptions being claimed in the box on the right.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 4: Lines one through seven provide instructions for the computation of your Oklahoma gross adjusted income. To complete this section, you must also complete schedules 511-A and 511-B on the third page.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 5: Lines eight through 18 provide instructions for computing your income tax owed. To complete this section you must also complete schedule 511-C on the third page and schedule 511-D on the fourth page.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 6: Complete lines 19 through 29 as instructed to calculate your total credits and payments already made.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 7: If the calculations above indicate that you have overpaid, you are entitled to a refund. If so, complete lines 30 through 34. If you wish to receive your refund via a direct deposit, enter your routing and account number.
Oklahoma Resident Income Tax Return And Claim For Credit/Refund Of Sales Tax 511 Step 8: Complete lines 35 through 39. Sign and date the form.
