Oklahoma Income Taxes and OK State Tax Forms

Oklahoma
"The Sooner State"

Start Federal and Oklahoma State Tax Returns

Start Oklahoma State Tax Return Only

Where is my Oklahoma State Tax Refund?

Where is my Federal Tax Refund?

How to file an Oklahoma Tax Extension

How to file an Oklahoma Tax Amendment

Prepare and efile Your Oklahoma Tax Return

The efile.com tax software makes it easy for you to efile your state tax return and use the correct state tax forms. Prepare and efile your Oklahoma state tax return (resident, nonresident, or part-year resident) and Federal tax return together or separately at efile.com. View the federal tax return filing requirements.

Oklahoma Income Tax Filing Deadline

The regular deadline to file an Oklahoma state income tax return is April 15. However, if you efile your return through a tax preparer or an online tax vendor, your due date will be extended to April 20. Any payment of taxes due on April 20 must be remitted electronically in order to be considered timely paid. If the balance due on an electronically filed return is not remitted electronically, penalty and interest will accrue from the original due date.

Tax Deadline Date	Type of Income Tax Return	Filing Deadline / Due Date Description
April 15, 2013	2012 Oklahoma State Tax Return	Due date for Oklahoma State Income Tax Returns - income tax filing deadline
April 15, 2013	2012 Oklahoma State Tax Extension	Due date for Oklahoma extensions
October 15, 2013	2012 Oklahoma State Tax Return	Last day to efile a 2012 Oklahoma State Income Tax Return for tax extension filers and late efilers

View all state tax return filing deadlines.

Find federal income tax return filing deadlines.

Oklahoma State Tax Forms that Can Be efiled

efile.com supports all of the forms that Oklahoma allows to be efiled. You can efile any of the following Oklahoma state tax forms:

Form/Schedule	Description	Can I efile this form?
Form 511	Oklahoma Resident Income Tax Return	efile It efile It efile It
Form 511NR	Oklahoma Nonresident/Part-Year Income Tax Return
Schedule 511-A/511NR-B	Oklahoma Subtractions
Schedule 511-B/511NR-A	Oklahoma Additions
Schedule 511-C/511NR-C	Oklahoma Adjustments
Schedule 511-D	Deductions and Exemptions
Schedule 511-E/511NR-D	Child Care/Child Tax Credit
Schedule 511-F/511NR-E	Earned Income Credit
Schedule 511-G/511NR-F	Donations from Refund
Form 511CR	Other Credits
Form 511TX	Credit to Tax Paid to Another State
Form 538H	Claim for Credit or Refund of Property Tax
Form 538S	Claim for Credit/Refund of Sales Tax
Form OW-8-ES	Oklahoma Individual Estimated Tax

Oklahoma State Tax Forms that Cannot Be efiled

Form	Description
No state withholding form	Oklahoma doesn't have a state tax withholding form. The withholding allowances are the same number as those on Federal Form W-4.
Form 511EF	Oklahoma Individual Income Tax Declaration for Electronic Filing
Form 511-V	Individual Income Tax Payment Voucher
Form OW-8-P	Underpayment of Estimated Tax Worksheet

OK Tax Extension

Extension Form	Oklahoma Extension Instructions	How to File
Form 504	If you were granted a Federal Tax Return extension and you do not owe Oklahoma state tax, the federal extension automatically extends your OK state tax return deadline. You must include a copy of the federal extension with your Oklahoma state return. If you did not apply for a federal return extension or you owe Oklahoma state tax, you can apply for an OK state tax return extension by filing Form 504. Applications for OK state extensions must be postmarked on or before the original state tax return deadline, or before the expiration of the federal tax return extension deadline. An extension of time to file is not an extension of time to pay any state taxes owed. An extension is valid only when 90% of the tax is paid by the original OK state tax return deadline. There will be a one-time 5% delinquent penalty and 1.25% per month interest fee on any tax not paid by the original tax return deadline.	Work with a TaxPro goPRO

Extension Form

Oklahoma Extension Instructions

How to File

Form 504

If you were granted a Federal Tax Return extension and you do not owe Oklahoma state tax, the federal extension automatically extends your OK state tax return deadline. You must include a copy of the federal extension with your Oklahoma state return.

If you did not apply for a federal return extension or you owe Oklahoma state tax, you can apply for an OK state tax return extension by filing Form 504. Applications for OK state extensions must be postmarked on or before the original state tax return deadline, or before the expiration of the federal tax return extension deadline.

An extension of time to file is not an extension of time to pay any state taxes owed. An extension is valid only when 90% of the tax is paid by the original OK state tax return deadline. There will be a one-time 5% delinquent penalty and 1.25% per month interest fee on any tax not paid by the original tax return deadline.

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Important Reminder! If you are efiling an Oklahoma tax extension, you may need to efile a federal tax extension as well.

OK Tax Amendment

Amendment Form	Oklahoma Amendment Instructions	How to File
OK Amended Return	If you are an OK state resident, you should file Form 511X. If you already filed an amended federal tax return, make sure to include: A copy of Form 1040X or Form 1045 A copy of the IRS “Statement of Adjustment”, IRS refund check, or a deposit slip verifying the IRS approval of the amended federal tax return If you are a part-year resident or a nonresident of Oklahoma, you should file Form 511NR. If you're filing an amended Form 511NR for Tax Year 2008 and later, place an "X" in the box at the top of the form, indicating that this is an amended OK return. Adjust the withholding line of the form by adding tax that was previously paid or subtracting previous overpayments. If you're filing an amended 511NR for Tax Year 2007 and prior, place an "X" on the line next to the form number (it will look like this: "Form 511NRX"). This indicates that it is an amended OK return. Adjust the withholding line of the form adding tax that was previously paid or subtracting previous overpayments.	Work with a TaxPro goPRO

Amendment Form

Oklahoma Amendment Instructions

How to File

OK Amended Return

If you are an OK state resident, you should file Form 511X. If you already filed an amended federal tax return, make sure to include:

A copy of Form 1040X or Form 1045
A copy of the IRS “Statement of Adjustment”, IRS refund check, or a deposit slip verifying the IRS approval of the amended federal tax return

If you are a part-year resident or a nonresident of Oklahoma, you should file Form 511NR. If you're filing an amended Form 511NR for Tax Year 2008 and later, place an "X" in the box at the top of the form, indicating that this is an amended OK return. Adjust the withholding line of the form by adding tax that was previously paid or subtracting previous overpayments.

If you're filing an amended 511NR for Tax Year 2007 and prior, place an "X" on the line next to the form number (it will look like this: "Form 511NRX"). This indicates that it is an amended OK return. Adjust the withholding line of the form adding tax that was previously paid or subtracting previous overpayments.

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Important Reminder! If you are filing an Oklahoma tax amendment, you may need to file a federal tax amendment as well.

Past Year Forms: Tax Year 2011 Oklahoma Tax Forms (Print, Fill Out, and Mail)
Form 511	Oklahoma Resident Income Tax Return	Work with a TaxPro goPRO
Form 511NR	Oklahoma Nonresident/Part-Year Income Tax Return
Schedule 511-A/511NR-B	Oklahoma Subtractions
Schedule 511-B/511NR-A	Oklahoma Additions
Schedule 511-C/511NR-C	Oklahoma Adjustments
Schedule 511-D	Deductions and Exemptions
Schedule 511-E/511NR-D	Child Care/Child Tax Credit
Schedule 511-F/511NR-E	Earned Income Credit
Schedule 511-G/511NR-F	Donations from Refund
Form 511-CR	Other Credits
Form 511TX	Credit to Tax Paid to Another State
Form 538H	Claim for Credit or Refund of Property Tax
Form 538S	Claim for Credit/Refund of Sales Tax
Form 561	Oklahoma Capital Gain Deduction
Form 507	Statement of Person Claiming an Income Tax Refund Due a Deceased Taxpayer
Form OW-8-ES	Oklahoma Individual Estimated Tax

Where's My Refund? - Check Your Oklahoma State Tax Refund Status

You can check your refund status by telephone by calling the Oklahoma Tax Commission at (405) 521-3160 or in-state toll free at (800) 522-8165, and select the option “Check the Status of an Income Tax Refund”. Simply provide your SSN and amount of your refund, the system will provide your refund status.

For electronically filed returns, please wait 10 days before calling. For paper filed returns, please wait six weeks before calling. File electronically or early in the tax season to get your Oklahoma state tax refund faster.

Check your Oklahoma state tax return refund status online.

OK efile Error Codes

If your Oklahoma state return was rejected, you will receive an error reject code. If you prepared and efiled your return on efile.com, we will provide you with an explanation of how to correct the error on your return. You may then resubmit your state return at no additional charge until it is accepted by the state.

View a list of all Oklahoma State efile Income Tax Return Error Reject Codes.

Oklahoma Tax Facts

OK Income Tax:

Oklahoma individual income is taxed across seven tax brackets.

The tax brackets for single taxpayers and couples filing separate returns are:

0.5% for the first $1,000 of taxable income
1% for incomes between $1,001 and $2,500
2% for incomes between $2,501 and $3,750
3% for incomes between $3,751 and $4,900
4% for incomes between $4,901 and $7,200
5% for incomes between $7,201 and $8,700.
5.5% for incomes above of $8,700

The tax brackets for married couples filing joint returns, heads of household, and qualifying widows/widowers are:

0.5% for the first $2,000 of taxable income
1% for incomes between $2,001 and $5,000
2% for incomes between $5,001 and $7,500
3% for incomes between $7,501 and $9,800
4% for incomes between $9,801 and $12,200
5% on incomes between $12,201 and $15,000
5.5% for incomes above $15,000

OK Sales Tax:

Oklahoma has a 4.5% sales tax rate. State law allows incorporated towns, counties, and cities to levy local sales and use taxes for general and specific purposes of municipal governments.

OK residents who live in the state for the entire Tax Year and have a total gross household income of $20,000 or less can file for sales tax relief. If OK taxpayers are 65 years old or older, can claim an exemption for a dependent, or are physically disabled and make up to $50,000, they are also eligible for sales tax relief.

More information on Oklahoma Sales Tax

OK Sales Tax Holiday:

Oklahoma holds one annual sales tax holiday. During this holiday, certain items are exempt from Oklahoma sales tax. It usually occurs on the first weekend of August (midnight Friday through midnight Sunday). However, OK consumers will only receive the tax exemption if a specific total spending limit is met.

Refer to the chart below for all Oklahoma sales tax holidays for 2013. We will update this chart once the dates become available.

Sales Tax Holiday Dates	Sales Tax Holiday Items Included
August, 2013	Clothing and shoes: less that $100

OK Personal Property Tax:

Oklahoma property taxes are paid based on the value of an OK taxpayer's personal property. The county assessor, a locally elected officeholder, determines the value of most personal property in the county.

Taxpayers who own tangible personal property in Oklahoma must file a property tax return with each county where property was located on Jan. 1 of each Tax Year on or before the following March 15. Personal property is then assessed at an amount between 10% and 15% of its fair cash value.

There is a $1,000 homestead exemption of the property's assessed valuation available to homeowners who lived in their properties as of Jan. 1.

Homeowners can claim a credit for or refund of property taxes by filing Form 538-H.

Odd Tax Fact:

The Oklahoma state tax agency has a “Top 100 Tax Delinquencies” list posted on its website. It contains individuals and businesses who owe delinquent taxes, including penalties, fees, interest, and costs over $25,000 which have been unpaid for more than 90 days and for which a tax warrant has been filed.

OK State Tax Agency:

For more information, you can visit the website of The Oklahoma Tax Commission.