OK FAQ

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Who is required to file an Oklahoma individual income tax return?	Top
Every Oklahoma resident who has sufficient gross income to require the filing of a Federal income tax return is required to file an Oklahoma return, regardless of the source of income. File Form 511. Those residents without a filing requirement, but who have Oklahoma taxes withheld (or who have made estimated tax payments) should also file the 511. There is a check off area in the name and address section of the form to indicate that there is no filing requirement.You will be asked this during your OnLine Taxes interview. Please note that part-year and nonresident returns can not be electronically filed. Every part-year resident, during the period of residency, has the same filing requirements as a resident. During the period of nonresidence, an Oklahoma return is also required if the Oklahoma part-year resident has a gross income from Oklahoma sources of $1,000 or more. File Form 511NR. Every nonresident with gross income from Oklahoma sources of $1,000 or more is required to file an Oklahoma income tax return. File Form 511NR. Those nonresidents without an Oklahoma filing requirement (less than $1,000 Oklahoma gross income), but who have Oklahoma taxes withheld should also file the 511NR. There is a check off area in the name and address section of the form to indicate that there is no filing requirement.
Do I qualify to E-file my Oklahoma return?	Top
The Oklahoma Tax Commission lists the following exclusions from electronic filing: Non-residents or Part Year Residents• Amended returns or corrected returns (OTC form 511-X) Returns for any tax year other than the current tax year. Decedent returns, including joint returns filed by surviving spouses Returns containing more than one (1) Oklahoma Income Tax Other Credit Form (OTCForm 511-TX) Returns transmitted after October 15 of the current tax year. Note: Only returns with whole dollar amount entries will be accepted.
When is my individual income tax return due?	Top
Your Oklahoma income tax is due April 15th, the same day as your Federal return. If the 15th falls on a weekend or a legal holiday, your return is due the next business day.
What if I cannot file by the due date?	Top
You may request an extension of time to file your Oklahoma income tax return. If you have a valid extension of time to file your Federal return and no Oklahoma tax is owed, your Federal extension automatically extends the due date of your Oklahoma return. A copy of the Federal extension, or your confirmation number if you requested your Federal extension by phone, must be enclosed with your Oklahoma return. If your Federal return is not extended or an Oklahoma tax is owed, an extension of time to file your Oklahoma return can be granted on Form 504. Keep in mind that an extension of time to file is not an extension of time to pay the tax. An extension is valid only when 90% of the tax is paid by the original due date of the tax return.
If I cannot pay the amount due with my return, what should I do?	Top
When you file your return, pay what you can with the return. You will receive a bill for the remaining tax, penalty and interest. Pay whatever you can with the first bill. The second through the sixth bills will have a minimum payment amount, which will be at least $25.00. You must pay at least the minimum payment to stay in our billing cycle. The billing cycle is about every 45 days. If you cannot make the minimum payment or if you would like to make other arrangements, please contact the Collection Division. Their telephone number and their address will be on the bill(s) you receive. There will be a one-time delinquent penalty of 5% and interest accruing at 1 1/4% per month on any tax not paid by the original due date. Electronic Filing If you choose to pay the tax amount due at the time your return is being transmitted, a 511-EFV (payment voucher) should be sent immediately with the payment, to ensure the payment is properly posted to your income tax account. Do not send in more than one 511EFV. A 511EV payment voucher will be available to you with your forms to print out and mail in. If you do not pay the balance due at the time your return is transmitted, print out the completed 511EFV, sign and retain to mail in with your initial payment by April 15th. If you send a partial payment with the original 511EFV, you should NOT sent another 511EFV with your next payment. A billing coupon will be sent to you for the balance due. The 511-EFV for a payment should be mailed to: Oklahoma Tax Commission Electronic Filing P.O. Box 26890 Oklahoma City, OK 73126-0890
Can I use a credit card to make my Oklahoma Income Tax payment?	Top
Oklahoma income tax may be paid with Visa, Discover, American Express or MasterCard. The fee for paying your income taxes by credit card is 2.5% of the taxes owed. You may pay online by visiting the Oklahoma Tax Commission credit card payment option page, or you may pay by telephone by calling 1-888-2PAY-TAX.
Where do I send my Oklahoma income tax return?	Top
If you have filed an accepted efiled return, DO NOT mail in anything to the OTC. Retain copies of your forms and all supporting documents for your records. Paper returns, to replace electronic returns that were rejected by Internal Revenue Service and not resubmitted, are to be mailed to the OTC. The following information is required: A printout of the return; and The original, signed, form 511-EF; and State copies of all W-2's, W-2G's and 1099-R's; and A cover note giving the date the return was rejected by the Internal Revenue Service, e.g.,rejected 01/30/99. Mail paper returns from rejected efiled returns to: Oklahoma Tax Commission Electronic Filing P.O. Box 26890 Oklahoma City, Oklahoma 73126-0890 If you did not efile your Oklahoma return and want to paperfile by mail, send your return to: Oklahoma Tax Commission PO Box 26800 Oklahoma City, OK 73126-0800
I've already filed my Federal return, can I e-file my Oklahoma return?	Top
Unfortunately, you cannot. To participate in joint electronic filing with Oklahoma, you must file your federal and state returns at the same time.
How do I change my address?	Top
You may mail, e-mail or fax your address change. Click here for methods of contacting the Oklahoma Tax Commission. Your request should include your name(s) as shown on the return, the primary Social Security number, the address on the most current tax return, your current address and your signature (only one signature is necessary for a joint return). Another way to change your address is to file your income tax return with your correct address listed at the top. The change will go through at the time the form is processed.
How do I get a copy of my Oklahoma tax return?	Top
You may visit one of the Taxpayer Assistance Division offices located in Tulsa, Lawton, McAlister, Ardmore, and Oklahoma City Connors Building. You will need to bring your driver’s license or some other form of photo identification card. You may mail or fax your request. see Click here for methods of contacting the Oklahoma Tax Commission. Your request should include: the tax year(s) requested, your name(s) as shown on your return, your Social Security number(s), your current address and your signature (only one signature is necessary for a joint return). The OTC does require a $2.00 search and copy for up to two years of tax returns. If you are in need of a certified copy, an additional fee of $2.00 per page is required.
How do I file an amended return?	Top
If you are a resident, you should file an amended return on Form 511X Click here to go to the Oklahoma forms page If you are a part-year resident or a nonresident you should file a 511NR. On the line next to the form number you place an X (Form 511NRX), this indicates the return is an amended one. Adjust the withholding line by subtracting the previous overpayments or adding tax previously paid. Please note that you can not electronically file Form 511NR or Amended returns.
How do I contact the Oklahoma Tax Commission?	Top
For assistance regarding a specific return, please include the name and Social Security number. The phone number to this division is: (405) 521-3160; within Oklahoma, you can call toll free 1 800 522-8165; ext: 13160. If corresponding by mail, the address is: Oklahoma Tax Commission Taxpayer Assistance PO Box 53248 Oklahoma City, OK 73152-3248 The Taxpayer Assistance fax number is: (405) 522-0576.
What is my Oklahoma filing status?	Top
The filing status for Oklahoma purposes is the same as on the Federal income tax return, with one exception. The exception applies to married taxpayers who file a joint Federal return where one spouse is a full-year Oklahoma resident (either civilian or military), and the other is a full-year nonresident civilian (non-military). In this case, the taxpayer must either: 1. File as Oklahoma married filing separate.The Oklahoma resident, filing a joint Federal return with a nonresident civilian spouse, may file their Oklahoma return as married filing separate. -OR- 2. File, as if both were Oklahome residents on Form 511. Use the "married filing joint" filing status, and report all income. A tax credit may be used to claim credit for taxes paid to another state, if applicable. A statement should be attached to the return stating the nonresident is filing as a resident for tax purposes.