Form 569 - Reporting Form For The Transfer Or Allocation Of A Tax Credit Page 3
Download a blank fillable Form 569 - Reporting Form For The Transfer Or Allocation Of A Tax Credit in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 569 - Reporting Form For The Transfer Or Allocation Of A Tax Credit with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4Form 569 - Page 3
Reporting Form for the Transfer or Allocation of a Tax Credit
Title 68 OS Section 2357.1A-2
Reporting Requirements
Complete Form 569 to report any tax credit, authorized to be claimed under Title 68 of the Oklahoma Statutes, that has
been transferred or allocated on or after July 1, 2011. The form shall be filed with the Tax Commission on or before the
20th day of the second month after the tax year in which an act occurs that allows the tax credit to eventually be claimed.
If a taxpayer claims a credit on any state tax return that was not previously reported on this form, such credit will be disal-
lowed. Upon the filing of the required Form(s) 569, the credit will be allowed.
Amended Report
If you are amending Form 569, place an ‘X’ in the Amended Report box. The amended report will supersede the original
report in its entirety. Please fill out the form completely, do not provide just supplemental information.
Part 1 – General Information
Tax Year:
• Enter the tax year in which the credit was generated if you are the person who originally generated the credit.
• Enter the tax year the credit was transferred or allocated to you if you transferred or allocated any portion of a credit
previously transferred or allocated to you.
Part 2 – Credit Information
(when completing Part 2, refer to credits that are allocable or
transferable listed on page 4)
1. Enter the name of the credit as shown on Page 4.
2. Enter the line number from Page 4 that corresponds to this credit.
3. Enter the amount of the credit that has been allocated and/or transferred to another person. This amount should
equal the total reported in Parts 3 and 4.
Part 3 – To be completed by a transferor who has transferred a credit
List the name, federal identification number, date of transfer and amount of credit that was transferred to each transferee.
If additional rows are needed, attach a Supplemental Schedule using the same format as Part 3 and carry the total from
the schedule to line 9.
Part 4 – To be completed by a pass-through entity that has allocated a credit
List the name, federal identification number and amount of credit that was allocated to each shareholder, partner or mem-
ber. Place an ‘X’ in the column if the shareholder, partner or member is itself a pass-through entity (PTE). If additional
rows are needed, attach a Supplemental Schedule using the same format as Part 4 and carry the total from the schedule
to line 33.
Mail this form, including any Supplemental Schedules, to:
Oklahoma Tax Commission
Post Office Box 26800
Oklahoma City, OK 73126-0800
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form 319-1/319-2 - Solar Hot Water Heater Plumbing Stub Out And Electric Vehicle Recharge Outlet Installations/ Tax Credits Transferred To The Purchaser Or Transferee Of A House Or Dwelling Unit
Financial
Form Fin 132/web - Payment Of Social Service Tax Due Or Claim For Exemption On The Purchase Or Lease Of A Boat
Financial
Form 8874n-a - Notice Of Qualified Equity Investment For The New Markets Job Growth Investment Tax Credit
Financial
Related Categories
Parent category: Financial