Form 538-H - Oklahoma Claim For Credit Or Refund Of Property Tax - 2001
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1For Office Use Only
2001
538-h
Oklahoma Claim for Credit or Refund of Property Tax
This form is due on or before June 30, 2002.
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” 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
C Were you totally disabled for the full year?
.
Yes
No
and C, do not file this form)
(if yes, please submit proof)
D Is an Oklahoma Income Tax return required for this year? . . . .
Yes
No
Note: On question “D,” if yes, 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 of your household in the year 2001.
You may not enter negative amounts.
Yearly Income
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.
2000 Earned Income Credit (EIC) received in 2001 and Advanced EIC received in 2001
10
00
10.
Nontaxable sources of income (specify) ________________________________ .........
Examples of nontaxable sources of income are: Veteran’s disability payments, worker’s compensation,
loss of time insurance, support money and public assistance (housing assistance, cash, etc.)
11.
Enter gross income from rental, royalties, partnerships, estates and trusts, and gains
00
11
from the sale or exchange of property (taxable & nontaxable) (enclose Federal return including schedules) .
00
12
12.
Enter gross 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 line 14 is over $12,000, stop you do not qualify for the credit or refund.
Part Three: Gross Household Income of $12,000 or Less
15.
Enter the amount of 2001 real estate taxes paid on your homestead................................
15
00
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
00
household income from part 2, line 14 $ _______ X 1%. Enter result here......................
16
00
17
17.
Amount of credit or refund, line 15 minus line 16 (not to exceed $200).............................
18.
If you are required to file an Oklahoma Income Tax return, enter the amount
00
from line 17 here and as a credit on Form 511..................................................................
18
19.
If you are NOT required to file an Oklahoma income tax return,
00
19
enter the amount from line 17 here. (This amount will be refunded)..................................
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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