How to File an Oklahoma Tax Amendment


amend Oklahoma taxes
Oklahoma
"The Sooner State"

If you need to change or amend an accepted Oklahoma State Income Tax Return for the current or previous Tax Year, you need to complete Form 511 (residents) or Form 511NR (nonresidents and part-year residents) Forms 511 and 511NR are Forms used for the Tax Amendment. You can prepare a 2018 Oklahoma Tax Amendment on eFile.com, however you cannot submit it electronically. In comparison, the IRS requires a different Form - Form 1040X - to amend an IRS return (do not use Form 1040 for an IRS Amendment). 

The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the Oklahoma Tax Agency, thus you should file an Oklahoma Amendment within one year.

Function
Description
Prepare only an OK State Return
with a State Only Code: FreeFed19
File a 2018 Oklahoma Tax Amendment
You cannot eFile an OK Tax Amendment anywhere, except mail it in. However, you can prepare it here on eFile.com.
Option 1: Sign into your eFile.com account, modify your Return and download/print the OK Form 511 (residents) or 511NR (nonresidents and part-year residents) under My Account. Place an “X” in the Amended Return check-box at the top of the form. On Form 511, you should enter any amounts you paid with your original, accepted return, plus any amounts paid after it was filed on line 30. Report any refunds that were previously received or overpaid to you on line 32. Fill out Schedule 511-I ("Amended Return Information) on Form 511, page 6. For Form 511NR, enter tax previously paid and/or previously underpayments on lines 31 and 33. You should also complete Schedule 511NR-H.
Option 2: If you don't have an eFile.com account follow the step by step instruction on how to prepare a tax return/amendment.
Option 3: If you want to do the math on your own paper return then complete, sign OK Form 511 or Form 511NR - Print, Mail the Form to OK Department of Finance and Administration to:
Oklahoma Tax Commission
Post Office Box 26800
Oklahoma City, OK 73126-0800
OK Tax Amendment Form 511 or 511NR 
This Form can be used to file a: Tax Return, Tax Amendment, Change of Address. Place an “X” in the Amended Return check-box at the top of the form. On Form 511, you should enter any amounts you paid with your original, accepted return, plus any amounts paid after it was filed on line 30. Report any refunds that were previously received or overpaid to you on line 32. Fill out Schedule 511-I ("Amended Return Information) on Form 511, page 6. For Form 511NR, enter tax previously paid and/or previously underpayments on lines 31 and 33. You should also complete Schedule 511NR-H.
Step 1: Download, Complete Form 511 (residents) or 511NR (nonresidents and part-year residents) for the appropriate Tax Year below.
Step 2: Sign, Mail Form 511 or 511NR to the address listed above
Tax Year 2018 only: Prepare online on eFile.com until Oct. 15, 2019. When done Print, Sign and Mail in - not eFile - Your Tax Amendment, Address Change, etc.
After Oct. 15 Prepare, Print, Sign and Mail-In - see address above - your Tax Year 2018 - Form 511 or Form 511NR
How to correct a rejected Tax Return
If your OK Tax Return was rejected by the OK Tax Agency - not eFile.com - instructions on how to correct a rejected Oklahoma Tax Return.
For all Tax Years prior to 2018 Prepare, Print, Sign and Mail-In - see address above - your Tax Amendment as soon as possible. Select the appropriate form (Form 511, 511NR, or 511X for Tax Years 2011 and 2012, residents only) for the Tax Year you are amending. You will also file an IRS Tax Amendment Form 1040X.
Check Your OK Tax Amendment Status
1. Call the OK Tax Commission at (405) 521-3160.
2. Contact the OK Tax Commission
Oklahoma Refund Deadlines
A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in Oklahoma tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended Oklahoma return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional Oklahoma Tax Income Taxes Deadlines
Oklahoma Income Tax Penalties
Find out how Oklahoma Late Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.
File an IRS Tax Amendment by Tax Year
Instructions on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.