Instructions For Oklahoma City Income Tax Return

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NOTICE
The Department of Human Services (D.H.S.) will make sales tax refunds to persons who have continuously
received aid to the aged, blind, disabled or Medicaid payments for nursing home care from January 1, 1998 to
December 31, 1998.
Persons who have received temporary assistance for needy families (T.A.N.F.) for any month in the year of 1998
will not be eligible for the sales tax credit or refund.
INSTRUCTIONS
Anyone who is an Oklahoma resident and lives in Oklahoma for the entire year and whose gross household income does not
exceed Twelve Thousand Dollars ($12,000) may file for sales tax relief.
The amount shall be Forty Dollars ($40) multiplied by the number of qualified personal exemptions and qualified dependents
to which you would be entitled for Oklahoma Income Tax.
EXCEPTIONS:
There is no exemption for blindness.
There is no exemption for age sixty-five (65) or over.
A person convicted of a felony and is an inmate in the custody of the Department of Corrections for any portion of the
year shall not be permitted to file a claim for sales tax relief.
Individuals living in Oklahoma under a Visa do not qualify for the sales tax credit or refund.
If a taxpayer or spouse died during the tax year, they will not qualify for the sales tax credit or refund. If a taxpayer or
spouse died after 12/31/98, but before this tax form was filed, the sales tax credit or refund for the deceased will be
issued to their estate. Enter the date of death in the address box following the first name of decedent.
If using an out-of-state address, you must enter the date you lived in Oklahoma.
To qualify as a dependent for the sales tax credit or refund, you must qualify and be claimed as a dependent for Federal
income tax purposes. THE NAME, SOCIAL SECURITY NUMBER, AGE, RELATIONSHIP AND YEARLY INCOME (if any)
MUST BE ENTERED FOR ALL DEPENDENTS. All other sales tax credit or refund requirements must also be met to qualify
(Example: Resident of and lives in Oklahoma for entire year).
DEPENDENT CHILD: Enter age and social security number for all dependent children. If nineteen (19) years of age, or over,
enter age and “D” if disabled, or “S” if a student. CHECK ALL SOCIAL SECURITY NUMBERS FOR ACCURACY.
OTHER DEPENDENT: Enter Age and Social Security Number for all dependents on the Federal return other than your child.
For this form the “Gross Household Income” means the amount of income of every type, regardless of the source (except for
gifts) received by ALL persons living in the same household, whether the income was taxable or not for income tax purposes.
This includes pensions, annuities, social security, unemployment payments, veteran’s disability compensation, school grants
or scholarships, public assistance payments, alimony, support money, workmen’s compensation, loss-of-time insurance
payments, capital gains, and self-employment. If self-employed, enter the gross income from business, and enclose a copy
of your Federal Return, including all schedules and any other type of income received. (Lines 1 through 5m).
For the purpose of this form household means any house, dwelling or other type of living quarters.
If you are required to file an Oklahoma Income Tax Return, you must claim the amount of line 7, Part II, as a credit on your tax
return -- Form 511 or 511EZ and enclose this form. Your tax return claiming the credit must be filed not later than April 15th following
the close of the tax year. Extensions do not apply to this form. Complete, sign, and date this form and enclose it with your
Oklahoma Income Tax Return using the address on the tax return.
If you are NOT required to file an Oklahoma Income Tax Return, this form must be received by the Oklahoma Tax Commis-
sion on or before the June 30th following the close of the tax year. If you have withholding or made estimated payments and
are filing for a refund on Form 511RF, you must enclose this signed form with the 511RF. Otherwise, please complete, sign,
and date this form and mail your completed form to: Oklahoma Tax Commission, Income Tax, P.O. 26800, Oklahoma City,
Ok 73126-0800.
All information must be furnished or the processing of your claim or refund will be delayed.

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