Form 538-H - Oklahoma Claim For Credit Or Refund Of Property Tax - 2005
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12005
538-h
For Office Use Only
Oklahoma Claim for Credit or Refund of Property Tax
This form is due on or before June 30, 2006.
Print first name, initial and last name (If joint return, give first name and initial of both)
Your Social
•
•
Security Number
Present home address (number and street, including apartment number or rural route)
Spouse’s Social
•
•
Security Number
City, State and Zip
Phone Number
•
(
)
Part 1: Qualification Questions
A:
Were you a resident of Oklahoma for all of the year? . . . . . . . . .
Yes
No
(if you marked “no” on line A, do not file this form)
•
•
B:
Are you or your spouse 65 or over? If no, answer question “C”
Yes
No
(if you marked “no” on both line B and C,
•
•
C: Were you totally disabled for the full year?
Yes
No
(if yes, please submit proof)
do not file this form)
D: Is an Oklahoma Income Tax return required for this year? . . . .
Yes
No
Note: If “yes” on line D, this claim MUST be enclosed
with and credit claimed on Form 511.
Part 2: Gross Household Income
(Round to Nearest Dollar)
Enter gross income and assistance, taxable and nontaxable, received by ALL members
Yearly Income
of your household in the year 2005.
You may not enter negative amounts
1.
Enter total wages, salaries, fees, commissions, bonuses, and tips
1
00
(including nontaxable income from your W-2) ........................................................................
2
00
2.
Enter total interest and dividend income received .................................................................
3
00
3.
Total of all dependents' income ..............................................................................................
4
00
4.
Social Security payments (total including Medicare) ..............................................................
5
00
5.
Railroad Retirement benefits ..................................................................................................
6
00
6.
Other pensions, annuities and IRAs .......................................................................................
7
00
7.
Alimony ...................................................................................................................................
8
00
8.
Unemployment benefits ..........................................................................................................
9
00
9.
2004 Earned Income Credit (EIC) received in 2005 and Advanced EIC received in 2005 .....
10
00
10.
Nontaxable sources of income (specify) ________________________________ ................
Examples of nontaxable sources of income are: Veteran’s disability payments, worker’s compensation,
You may not enter negative amounts
loss of time insurance, support money and public assistance (housing assistance, cash, etc.)
11.
Enter gross (positive) income from rental, royalties, partnerships, estates & trusts, and gains
00
11
from the sale or exchange of property
(taxable and nontaxable) (enclose Federal return including schedules) .
00
12
12.
Enter gross (positive) business and farm income (enclose Federal return including schedules)....
00
13
13.
Other (specify) _____________________________________ .............................................
00
14
14.
Total gross household income
(Add lines 1-13) If over $12,000, stop, you don’t qualify for the credit or refund.
Part Three: Gross Household Income of $12,000 or Less
00
15
15.
Enter the amount of 2005 real estate taxes paid on your homestead......................................
A copy of your tax bill must be enclosed with this claim form.
16.
To compute credit or refund allowable: Multiply the amount of total
16
household income from part 2, line 14 $ _______ X 1%. Enter result here............................
00
17
17.
Amount of credit or refund, subtract line 16 from line 15 (not to exceed $200)...................................
00
18.
If you are required to file an Oklahoma Income Tax return, enter the amount
18
from line 17 here and as a credit on Form 511........................................................................
00
19.
If you are NOT required to file an Oklahoma income tax return,
•
19
00
enter the amount from line 17 here. (This amount will be refunded)........................................
Direct Deposit Option:
If you would like to have the amount shown on line 19 deposited directly into your
(for those not filing a Form 511)
checking or savings account, please complete
•
•
Yes! Please deposit my refund in my
checking account
savings account
this “Direct Deposit Option” section.
Routing
Account
•
•
Number:
Number:
Under penalty of perjury, I declare that the information contained in this document and any attachments is true and correct to the best of my knowledge and belief.
Spouse’s Signature and Date
Claimant’s Signature and Date
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