2012 Oklahoma Individual Income Tax Forms and Instructions for ...

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Get Your Refund Faster - Use Direct Deposit! Please complete the direct deposit box on the tax return to have your refund directly deposited into your account at a bank or other financial institution. If you do not have your refund deposited directly into your bank account, you will receive a debit card. 1 2 3 Routing Number Place an ‘X’ in the appropriate box as to whether the refund will be going into a checking or savings account. Please keep in mind you will not receive notification of the deposit. Fill out the routing number. The routing number must be nine digits. If the first two digits are not 01 through 12 or 21 through 32, the direct deposit will be rejected and the refund will be mailed instead. Using the sample check shown below, the routing number is 120120012. Enter your account number. The account number can be up to 17 characters (both numbers and letters). Include hyphens but omit spaces and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample check shown below, the account number is 2020268620. Please Note: The OTC is not responsible if a financial institution refuses a direct deposit. If a direct deposit is refused, the refund will be mailed to the address shown on your tax return. WARNING! Due to electronic banking rules, the OTC will not allow direct deposits to or through foreign financial institutions. If you use a foreign financial institution or have a foreign address on your income tax return you will be issued a paper check. If you have an address with an APO, FPO or DPO you are not considered to have a foreign address; your refund is eligible for direct deposit. JOE SMITH SUSIE SMITH 123 Main Street Anyplace, OK 00000 PAY TO THE ORDER OF ANYPLACE BANK Anyplace, OK 00000 For Visit Us on the Web! You’ll find a wealth of information on our website, including downloadable tax forms, answers to common questions, and online filing options for both income and business taxes! www.tax.ok.gov SAMPLE :120120012 : 2020268620 1234 How to Contact the Oklahoma Tax Commission Whether you need a tax form, have a question or need further information, there are many ways to reach us. Office Locations! Oklahoma City 2501 North Lincoln Boulevard (405) 521-3160 Tulsa 440 South Houston, 5th Floor (918) 581-2399 The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law. 36 $ DOLLARS SAMPLE 1234 15-0000/0000 Give Us a Call! The Oklahoma Tax Commission can be reached at (405) 521-3160. The in-state toll free number is (800) 522-8165. Press “0” to speak to a representative. Universal Recycling Symbol (Used as a generic symbol for recycling or to indicate that material is recyclable) This Black State Universal of Recycling Oklahoma Symbol income tax 3packet and form are printed on recycled papers. 4 Recycled Paper Symbol (Used to indicate 100% recycled paper content) Account Number Note: The routing and account numbers may appear in different places on your check. Universal Recycling Symbols 1 2 5 6 Recycling Symbol for Type-1 Pla (polyethylene terephthalate Recycling Symbol for Type-2 Pla (high density polyethylene) Recycling Symbol for Type-3 Pla (vinyl, polyvinyl chloride) Recycling Symbol for Type-4 Pla (low density polyethylene) Recycling Symbol for Type-5 Pla (polypropylene) Recycling Symbol for Type-6 Pla (polystyrene)
Oklahoma Nonresident/ Part-Year Income Tax Return Your Social Security Number Spouse’s Social Security Number (joint return only) Name and Address Please Print or Type Filing Status Residency Status AMENDED RETURN! If filing an Amended Return, enclose a copy of your Federal Amended Return and IRS acceptance. Place an ‘X’ in this box if this is an amended 511NR: Begin Here to arrive at Oklahoma Adjusted Gross Income. Lines 1-19: In the Federal column, enter the amounts from your Federal Tax Return. See the instructions to figure the amounts to report in the Oklahoma column. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 #1695# Your first name, middle initial and last name Mailing address (number and street, including apartment number, rural route or PO Box) City, State and Zip Place an ‘X’ in this box if this taxpayer is deceased Place an ‘X’ in this box if this taxpayer is deceased If a joint return, spouse’s first name, middle initial and last name 1 Single 2 Married filing joint return (even if only one had income) 3 Married filing separate • If spouse is also filing, list SSN and name in box: 4 Head of household with qualifying person 5 Qualifying widow(er) with dependent child • Please list the year spouse died in box at right: Nonresident(s) State of Residence: ________________ Part-Year Resident(s) From ___________ to _________ Resident/Part-Year Resident/Nonresident State of Residence: Yourself _________ Spouse _______ Wages, salaries, tips, etc .............................................................. Taxable interest income ................................................................ Dividend income ........................................................................... Taxable refunds (state income tax)............................................... Alimony received .......................................................................... Business income or (loss) (Federal Schedule C) ......................... Capital gains or losses (Federal Schedule D) .............................. Other gains or losses (Federal Form 4797).................................. Taxable IRA distribution ................................................................ Taxable pensions and annuities ................................................... Rental real estate, royalties, partnerships, etc ............................. Farm income or (loss) ................................................................... Unemployment compensation ...................................................... Taxable Social Security benefits (also enter on line 2 of Sch. 511NR-B) ....... Other income (identify: ________________________________) Add lines 1 through 15.................................................................. Total Federal adjustments to income (identify: ______________) Oklahoma source income (line 16 minus line 17)...................... Federal adjusted gross income (line 16 minus line 17) ............ Oklahoma additions: Schedule 511NR-A, line 8 .......................... Add lines (Federal 19 and 20) and then (Oklahoma 18 and 20) .. Oklahoma subtractions: Schedule 511NR-B, line 15 .................... Adjusted gross income: Okla. Source (line 21 minus line 22) ......... Adjusted gross income: All Sources (line 21 minus line 22) Also enter on line 25 Not Required to File Please Round to Nearest Whole Dollar 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 Form 511NR - 2012 Place an ‘X’ in this box if you do not have an Oklahoma filing requirement and are filing for refund of State withholding. (see instructions) Exemptions * NOTE: If claiming Special Exemption, see instructions on page 8 of 511NR Packet. Yourself Spouse Age 65 or Over? Regular Special * + + Number of dependent children Number of other dependents Blind 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 = + + = Add the Totals from the 4 boxes. Write the Total in the box below. Total Note: If you may be claimed as a dependent on another return, enter “0” for your regular exemption. (Please see instructions) Yourself Spouse Federal Amount Oklahoma Amount = = = 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00
Page 1 and 2: This packet contains: • Instructi
Page 3 and 4: Who Must File? • Resident... Ever
Page 5 and 6: Due Date Generally, your Oklahoma i
Page 7 and 8: Oklahoma Nonresident/ Part-Year Inc
Page 9 and 10: Federal Amount column - Lines 1 thr
Page 11 and 12: 28 Deductions • Enter the Oklahom
Page 13 and 14: 40 Oklahoma Use Tax (For taxpayers
Page 15 and 16: 45 Payments With Extension If you f
Page 17 and 18: A5 Expenses Incurred to Provide Chi
Page 19 and 20: B6 Other Retirement Income Federal
Page 21 and 22: B14 Miscellaneous: Other Subtractio
Page 23 and 24: Miscellaneous: Other Adjustments -
Page 25 and 26: Instructions... Use this table if y
Page 27 and 28: If Oklahoma taxable income is: At l
Page 35: If Oklahoma taxable income is: At l
Page 39 and 40: 2012 Form 511NR - Nonresident/Part-
Page 41 and 42: 2012 Form 511NR - Nonresident/Part-

2012 Oklahoma Individual Income Tax Forms and Instructions for ...

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