Form 513nr - Oklahoma Nonresident Fiduciary Return Of Income - 2005
ADVERTISEMENT
1
2Tax Year 2005
State of Oklahoma
513nr
Nonresident Fiduciary Return of Income
This form must be filed on or before the 15th day of the fourth month after the close of the taxable year.
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For the year January 1 - December 31, 2005, or other taxable year beginning _______________, 2005 ending _______________, ______.
Name of estate or trust:
Employer
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I.D. Number
Name and title of fiduciary:
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Date Entity Created
Address of fiduciary (number and street):
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This is a(n):
Initial Return
Was a 2004 Fiduciary
Income Tax Return filed?
Amended Return
City, State and Zip:
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Yes
No
Final Return
Check all applicable boxes:
Decedent’s Estate
Complex Trust
Pooled Income Fund
Number of
Simple Trust
Grantor Type Trust
Other:
Beneficiaries:
(describe)
Bankruptcy Estate
_________________
___________
Enclose a copy of your federal return.
Important:
Part 1
Enclose schedule for Okla. amounts when different from federal.
Federal Amount
Oklahoma Amount
Income
1 Interest income . . . . . . . . . . . . . . . . . . . . . .
00
00
2 Dividends (enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
3 Business income or (loss)(enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
4 Capital gain or (loss)(enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
5 Rents, royalties, partnerships, other estates and trusts, etc.(enclose schedule)
00
00
6 Farm income or (loss)(enclose schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
7 Ordinary gain or (loss)(enclose schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
8 Other income (state nature of income)(enclose schedule) . . . . . . . . . . . . . . . .
00
00
9 Total income (add lines 1 through 8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
Oklahoma Additions (see instructions)
10 State and municipal bond interest (not specifically exempt) . . . . . . . . . . . . . . .
00
00
11 Other additions (identify: _______________________________________) . .
00
00
12 Add lines 9, 10 and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
Oklahoma Subtractions
13 Interest on U.S. obligations (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
14 Other year net operating loss (return for loss year must be filed) . . . . . . . . . . .
00
15 Oklahoma depletion (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
16 Income distribution deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . .
00
00
17 Total Oklahoma subtractions (add lines 13 through 16) . . . . . . . . . . . . . . . . . . .
00
00
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18 Oklahoma adjusted gross income - Oklahoma Source (line 12 minus line 17)
00
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18a Oklahoma adjusted gross income - All Sources (line 12 minus line 17) . . . . .
00
19 Oklahoma Income Percentage (divide line 18 by 18a - enter here and on line 26) (limited to 100%) . .
%
20 Interest, taxes, fiduciary fees, attorney, accountant and return preparer fees .
00
21 Federal estate tax deduction, charitable income distribution, other deductions
00
22 Exemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
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23 Total Deductions (add lines 20, 21 and 22) . . . . . . . . . . . . . . . . . . . . . . . . . .
00
24 Taxable income of fiduciary (subtract line 23 from line 18a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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00
25 Tax on amount on line 24 (from tax table - see instructions) (this is your base tax) . . . . . . . . . . . . . .
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00
26 Oklahoma percentage (enter percentage from line 19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
%
27 Multiply line 25 by line 26 (this is your Oklahoma state income tax) . . . . . . . . . . . . . . . . . . . . . . . .
00
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28 Credits: See instructions for Investment/New Jobs Credit or other credits . . . . . . . . . . . . . . . . . . . . . .
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00
29 Balance of tax due (subtract line 28 from line 27, but not less than zero) . . . . . . . . . . . . . . . . . . . . . . .
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00
30 Credits: 2005 Oklahoma estimated tax payments . . . . . . . . . . . . . . . . . . . . . .
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00
31 2005 payments with extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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00
32 Oklahoma Withholding
. . . . .
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(enclose Form 1099, 500-B or other withholding statement)
00
33 Total credits (add lines 30, 31 and 32) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
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34 If line 33 is larger than line 29, enter amount overpaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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35 Amount of line 34 to be credited on 2006 estimated tax . . . . . . . . . . . . . . . . .
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00
36 Amount of line 34 to be refunded to you . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Refund
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37 If line 29 is larger than line 33 enter tax due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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00
Tax Due
38 Underestimated trust tax interest at 20% per annum (enclose OW-8-P) . . . . . . . . . . . . . . . . . . . . . . .
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00
39 For delinquent payment, add penalty of 5% _____ plus interest at 1 1/4% per month ______ . . . . . . .
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00
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40 Total tax, penalty and interest (add lines 37, 38 and 39) . . . . . . . . . . . . . . . . . . . . .
Balance Due
00
If you have asked for an extension from the IRS, please check here and enclose a copy with this return
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If the Tax Commission may discuss this return with your tax preparer, please check here
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