Form 511-Rf - Oklahoma Claim For Refund - 2000 Page 2
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2Residents use Chart A or B. Nonresidents use Chart C.
Chart A:
Federal Filing Requirements for Most People
To use this chart, first find your filing status. Then read across to find your age at the end of 2000. You must file a return if your gross
income was at least the amount shown in the last column.
If your Filing Status Is...
And your Age Is*...
And if your Gross Income Is...**
Single
Under 65
$ 7,200
65 or older
$ 8,300
Married Filing Joint***
Both under 65
$12,950
One 65 or older
$13,800
Both 65 or older
$14,650
Married Filing Separate
Any age
$ 2,800
Head of Household
Under 65
$ 9,250
65 or older
$10,350
Qualifying Widow(er)
Under 65
$10,150
with a Dependent Child
65 or older
$11,000
*If you turned age 65 on January 1, 2001, you are considered to be 65 at the end of 2000.
**Gross income means all the income you received in the form of money, goods, property, and services that is not exempt from tax.
Do not include social security benefits unless you are married filing separate and you lived with your spouse at any time in 2000.
***If you did not live with your spouse at the end of 2000 (or on the date your spouse died) and your gross income was at least $2,800,
you must file a return regardless of your age.
Chart B:
Federal Filing Requirements for Children and Other Dependents
If your parent (or someone else) can claim you as a dependent, use the chart to see if you must file a Federal return.
In these charts, unearned income includes taxable interest and dividends. Earned income includes wages, tips, and taxable scholarships
and fellowships.
Were you either age 65 or older or blind?
No. You must file a return if any of the following apply...
• Your unearned income was over $700.
• Your earned income was over $4,400.
• The total of your unearned and earned income was more than the larger of:
This amount
OR
This amount
$700
Your earned income (up to $4,150) plus $250
Yes. You must file a return if any of the following apply...
• Your earned income was over $5,500 ($6,600 if 65 or older and blind).
• Your unearned income was over $1,800 ($2,900 if 65 or older and blind).
• Your gross income was more than:
PLUS
The larger of...
This amount
}
• $700, or
$1,100 ($2,200 if 65 or older and blind)
• Your earned income (up to $4,150) plus $250
Were you either age 65 or older or blind?
No. You must file a return if any of the following apply...
• Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
• Your unearned income was over $700.
• Your earned income was over $3,675.
• The total of your unearned and earned income was more than the larger of:
OR
This amount
This amount
$700
Your earned income (up to $3,425) plus $250
Yes. You must file a return if any of the following apply...
• Your earned income was over $4,525 ($5,375 if 65 or older and blind).
• Your unearned income was over $1,550 ($2,400 is 65 or older and blind).
• Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
• Your gross income was more than:
PLUS
The larger of...
This amount
}
• $700, or
$850 ($1,700 if 65 or older and blind)
• Your earned income (up to $3,425) plus $250
Chart C:
Oklahoma Filing Requirement for Nonresidents
Every nonresident with Oklahoma source gross income of $1,000 or more is required to file an Oklahoma income tax return (Form 511NR).
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