Form 538-H - Oklahoma Claim For Credit Or Refund Of Property Tax - 2008

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State of Oklahoma

Claim for Credit or Refund of Property Tax

This form is due on or before June 30, 2009.

538-H

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

(if you marked “no” on line A,

Were you a resident of Oklahoma for all of the year? ....................

Yes

do not file this form)

Are you or your spouse 65 or over? If no, answer question “C” .....

Yes

(if you marked “no” on both lines B and C,

C: Were you totally disabled for the full year?

.......

Yes

If yes, please submit proof.

do not file this form)

D: Are you required to file an Oklahoma Income Tax return this year?

Yes

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 TOTAL GROSS income and assistance, taxable and nontaxable, received by ALL members

Yearly Income

of your household in the year 2008.

You may not enter negative amounts

1. Enter total wages, salaries, fees, commissions, bonuses, and tips

(including nontaxable income from your W-2) ........................................................................

2. Enter total interest and dividend income received .................................................................

3. T otal of all dependents’ income ..............................................................................................

4. Social Security payments (total including Medicare) ..............................................................

5. Railroad Retirement benefits ..................................................................................................

6. Other pensions, annuities and IRAs .......................................................................................

7. Alimony ...................................................................................................................................

8. U nemployment benefits ..........................................................................................................

9. 2007 Earned Income Credit (EIC) received in 2008 and Advanced EIC received in 2008 .....

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

from the sale or exchange of property

(taxable and nontaxable) (enclose Federal return including schedules) .

12. Enter gross (positive) business and farm income (enclose Federal return including schedules)....

13. Other (specify) _____________________________________ .............................................

14. Total gross household income

(Add lines 1-13) If over $12,000, stop, you don’t qualify for the credit or refund.

Part 3: Gross Household Income of $12,000 or Less

15. Enter the amount of 2008 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

household income from part 2, line 14 $ _______ X 1% (0.01). Enter result here...................

17. Amount of credit or refund, subtract line 16 from line 15 (not to exceed $200)........................

18. If you are required to file an Oklahoma Income Tax return, enter the amount

from line 17 here and as a credit on Form 511........................................................................

19. If you are NOT required to file an Oklahoma Income Tax return,

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:

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