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Fill Your Oklahoma 511X Form

The Oklahoma 511X form is an amended resident individual income tax return used by residents of Oklahoma to correct errors on their original tax filings. This form is specifically for tax years 2005 and earlier. If you are a part-year or nonresident, you will need to use Form 511NR instead.

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The Oklahoma 511X form is an essential tool for residents looking to amend their individual income tax returns. This form is specifically designed for individuals who need to correct errors or make adjustments to their previously filed returns for tax years 2005 and earlier. It allows taxpayers to report changes in income, deductions, and credits, ensuring that their tax obligations are accurately reflected. When filing the 511X, individuals must include their Social Security numbers, filing status, and details about any amendments made to their original returns. It is important to note that part-year and non-residents must use a different form, the 511NR, for amendments. Additionally, the 511X requires the inclusion of supporting documents, such as a copy of the amended federal return (Form 1040X or 1045) and any relevant statements from the IRS. Filing deadlines are crucial; generally, amended returns must be submitted within three years from the date taxes were paid. Understanding the specific requirements and instructions for the 511X can help prevent delays in processing and ensure compliance with Oklahoma tax laws.

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Important Questions on Oklahoma 511X

What is the Oklahoma 511X form used for?

The Oklahoma 511X form is an Amended Resident Individual Income Tax Return. Taxpayers use this form to correct errors or make changes to a previously filed Oklahoma income tax return. This includes adjustments to income, deductions, and credits. It is important to note that part-year and non-residents must use Form 511NR to amend their returns instead of Form 511X.

When should I file the Oklahoma 511X form?

Generally, you should file the Oklahoma 511X form if you need to claim a refund due to an error on your original return. This form must be filed within three years from the date you paid your tax, penalty, and interest. For most taxpayers, this three-year period begins on the original due date of the Oklahoma tax return. If you amend your federal return, you should file the 511X within one year of the federal amendment.

What documents do I need to submit with the 511X form?

When filing the 511X form, you need to include several supporting documents. These include a copy of your amended federal return (Form 1040X or 1045) and proof of IRS approval for any changes made. Additionally, you may need to provide other documentation that substantiates the changes you are making, such as W-2s or 1099s not included in your original return.

Can I amend multiple years with one 511X form?

No, you cannot amend multiple years using a single 511X form. Each amended return must be filed separately for each tax year you wish to amend. This means you will need to fill out a new 511X for each year that requires correction.

What happens if I file the 511X form without IRS confirmation?

Filing the 511X form without IRS confirmation of your federal amendment may delay the processing of your return. It is recommended to obtain confirmation from the IRS before submitting your amended Oklahoma return. However, if you are close to the statute of limitations for filing, you may need to file the 511X without waiting for this confirmation to avoid missing the deadline.

Where do I send my completed 511X form?

You should mail your completed 511X form and all required documents to the Oklahoma Tax Commission at P.O. Box 26800, Oklahoma City, Oklahoma 73126-0800. Make sure to sign your return and include all necessary documents to ensure timely processing.

How to Write Oklahoma 511X

Completing the Oklahoma 511X form requires careful attention to detail. This form is used to amend your Oklahoma Resident Individual Income Tax Return for tax years 2005 and earlier. After filling out the form, you will need to gather supporting documents and submit everything to the Oklahoma Tax Commission. It’s essential to ensure accuracy to avoid delays in processing your amended return.

Obtain the Oklahoma 511X form for the relevant tax year (2005 or prior).
Fill in your tax year at the top of the form.
Enter your Social Security Number and check the box if applicable (e.g., if you are filing a joint return and your spouse is deceased).
Provide your first name, middle initial, and last name. If filing jointly, include your spouse's details as well.
Input your present home address, including city, state, and zip code.
List your phone number.
Indicate whether you filed an amended Federal return by checking “Yes” or “No.” If yes, enclose a copy of IRS Form 1040X or 1045, along with supporting documents.
Select your filing status, making sure it matches your original Federal return.
Enter the number of exemptions claimed on both the original and amended returns.
Check if you or your spouse are 65 or older.
Indicate if you are not required to file by checking the appropriate box.
Complete the income and deductions section, entering your Federal adjusted gross income and any necessary subtractions and additions as per the instructions.
Calculate your Oklahoma adjusted gross income by subtracting and adding the appropriate lines as instructed.
Fill in the adjustments to your Oklahoma adjusted gross income.
Calculate your deductions and exemptions, and determine your taxable income using the methods provided.
Complete the tax liability section, entering any credits and calculating the total tax.
Fill out the payments section, including any Oklahoma income tax withheld and estimated tax paid.
Calculate your refund or amount owed based on the provided lines.
Explain any changes to income, deductions, or credits, and attach additional documentation if necessary.
Sign and date the form, and ensure your spouse also signs if filing jointly.
Gather all required supporting documents, including any Federal forms and proof of IRS approval for changes.
Mail the completed form and documents to the Oklahoma Tax Commission at the provided address.

Similar forms

The IRS Form 1040X is a key document that serves a similar purpose to the Oklahoma 511X form. Both forms allow taxpayers to amend their previously filed income tax returns. The 1040X is specifically used for federal income tax returns, while the 511X is tailored for Oklahoma state taxes. Taxpayers must provide reasons for the amendments on both forms and include any supporting documentation to substantiate their claims. The urgency in filing these forms lies in the time limits for claiming refunds or correcting errors, which can significantly impact a taxpayer's financial situation.

Another related document is the IRS Form 1045, which is used to apply for a federal tentative refund. Like the 511X, it enables taxpayers to amend their tax returns and request a refund based on carryback claims. Both forms require detailed information about the changes being made, and they emphasize the need for supporting documentation. Timeliness is crucial, as both forms must be filed within specific time frames to ensure eligibility for refunds or adjustments.

The Oklahoma Form 511NR is similar to the 511X in that it is used for amending tax returns, but it is specifically for part-year and non-residents. While the 511X is for full residents, the 511NR caters to those who earned income in Oklahoma but do not reside there full-time. Both forms require the taxpayer to provide information about their income, deductions, and any changes made to the original return. Understanding which form to use is vital for compliance and to avoid delays in processing.

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The IRS Schedule A is another document that aligns with the 511X form, particularly when it comes to itemized deductions. Both forms allow taxpayers to adjust their deductions when amending their returns. While the 511X focuses on state-specific deductions, Schedule A is designed for federal tax deductions. Taxpayers must ensure that any changes to their deductions are clearly documented and justified on both forms to avoid complications.

The Oklahoma Form 511CR, which is used to claim non-refundable credits, is also similar to the 511X. Both forms require taxpayers to detail any credits they are eligible for, which can affect the overall tax liability. The 511CR allows for adjustments to be made in conjunction with an amended return on the 511X. Accurate reporting of credits is essential to ensure that taxpayers receive the correct tax benefits and avoid potential audits.

The IRS Revenue Agent Report (RAR) can also be compared to the 511X. A RAR is issued when the IRS makes adjustments to a taxpayer's return, and it can prompt the need for an amended return. Taxpayers may need to file a 511X if the changes made by the IRS affect their Oklahoma tax obligations. Both documents require careful attention to detail and supporting documentation to substantiate the changes being reported.

Lastly, the IRS CP2000 notice is similar to the 511X form in that it informs taxpayers of discrepancies between their reported income and what the IRS has on file. When a taxpayer receives a CP2000, they may need to amend their return using Form 511X to correct any issues with their Oklahoma tax filings. Both documents require a response from the taxpayer and can have significant implications for their tax liability and compliance status.

Example - Oklahoma 511X Form

Oklahoma Amended Resident Individual Income Tax Return

Part-year and nonresidents must use Form 511NR to amend.

BARCODE PLACEMENT

Form 511X Revised 2009

This version of Form 511X is to be

used for Tax Year 2005 and prior: Tax Year

Your Social Security Number				Check box if


				this taxpayer
If a Joint Return, Spouse’s				this taxpayer
Social Security Number				is deceased
Social Security Number

Your irst name and middle initial	Last name

If a joint return, spouse’s irst name and middle initial	Last name

Present home address (number and street, including apartment number or rural route)

City, State and Zip		Phone Number
		(	)

Did you ile an amended Federal return?

Yes

Enclose a copy of IRS Form 1040X or 1045 AND a copy of the “Statement of Adjustment”, IRS check, or deposit slip. IRS documents submitted after iling Form 511X may delay the processing of your return.

•Filing status claimed: (Note: Generally, your iling status must be the same as on your Federal return. See Form 511 instructions.)

On original return:

Single

Married iling joint

Married iling separate

On this return:

Single

Married iling joint

Married iling separate

•

Number of Exemptions: Regular

Special

Blind

Dependents

On original return:

On this return:

•

Check if you or your spouse are 65 or over:

Yourself

Spouse

Head of Household	Qualifying widow(er)
Head of Household	Qualifying widow(er)

Total			Not Required to File...
			Check this box if you do not
			Check this box if you do not
			have suficient gross income
			have suficient gross income
			to require you to ile a Federal Return.

Income and Deductions...

1	.Federal adjusted gross income
2	.Oklahoma subtractions (see instructions)
3	Subtract line 2 from line 1
4	Out-of-state income (see instructions)
5	Subtract line 4 from line 3
6	.Oklahoma additions (see instructions)
7	Oklahoma adjusted gross income (add lines 5 and 6)
8	Adjustments to Oklahoma adjusted gross income
	(see instructions)
9	.Subtract line 8 from line 7
10	Deductions and exemptions
11	Percentage allowable (divide line 7 by line 3)
	(not to exceed 100 percent)
12	.Multiply line 10 by line 11
13	Oklahoma taxable income - (method 1)
	subtract line 12 from 9
14	.Tax Method 1 (see instructions)
15	Federal income tax liability (see instructions)
16	Percentage allowable (divide line 7 by line 1)
	(not to exceed 100 percent)
17	.Multiply line 15 by line 16
18	Oklahoma taxable income - (method 2)
	subtract line 17 from 13
19	.Tax Method 2 (see instructions)

A: As Originally

Reported or as

Previously Adjusted

00 1

00 2

00 3

00 4

00 5

00 6

00 7

00 8

00 9

00 10

% 11 00 12

00 13

00 14

00 15

% 16

00 17

00 18

00 19

B: Amended

C: Ofice Use Only

Declaration of preparer (other than taxpayer) is based on all information of which the preparer has any knowledge.

Form 511X (A) - Page 2

BARCODE PLACEMENT

Tax Liability...

20Income Tax: Enter lesser of line 14 or 19 (from front of form)

If using Farm Income Averaging, enter Form 573, line 42 and check here

21A. Oklahoma non-refundable credits (see instructions) . Type of credit

B.Subtotal: Subtract line 21A from line 20 (not less than zero)

C.Use tax (beginning with Tax Year 2003) . . . . . . . .

22Total tax - (add lines 21B and 21C) . . . . . . . . . . . . .

Payments...

23		Oklahoma income tax withheld
24		Oklahoma estimated tax paid plus amount paid
		with extension
25		Amount paid with original return plus additional paid
		after it was iled
26		.Refundable credits (see instructions)
27		Total of lines 23 through 26

Refund or Amount You Owe...

A: As Originally

Reported or as

Previously Adjusted

00 20

00 21A

00 21B

00 21C
00	22

00	23
00	24
00	25
00	26
00	27

B: Amended

C: Ofice Use Only

28Overpayment, if any, as shown on original return or as previously adjusted

	by Oklahoma (see instructions)	. . . . . . . . . 28
		29
29	Subtract line 28 from line 27	. . . . . . . . .
30	Refund: If line 29 is more than line 22 enter difference	. . . . . . . . . 30
		31
31	Tax liability: If line 22 is more than line 29 enter difference . . . .	. . . . . . . . .

32Interest: 1.25% per month from _______________ to ________________ 32

33Total amount due (add lines 31 and 32) please pay in full with this return . 33

STOP	If you are changing your Oklahoma return due to a change to your
	Federal return, enclose proof that the IRS approved the change.

Explain below or attach a separate schedule, if necessary, explaining the changes to income, deductions, and/or credits: (Enter the line reference number for which you are reporting a change and give the reason for each change in column “B”)

Please check here if the Oklahoma Tax Commission may discuss this return with your tax preparer.

The Oklahoma Tax Commission is not required to give actual notice to taxpayers of changes in any state tax law.

Remit to: Oklahoma Tax Commission, P.O. Box 26800, Oklahoma City, Oklahoma 73126-080

Under penalties of perjury, I declare that I have iled an original return and that I have examined this return including accompanying schedules and statements, and to the best of my knowledge this amended return is true, correct and complete.

Taxpayer signature		Date

Spouse’s signature (if iling jointly both must sign)		Date

Daytime Phone Number (optional)
(	)

Preparer’s signature

Date

Preparer’s printed name

Preparer’s Address

Preparer’s ID Number

Phone Number (if box is checked above)

()

Instructions for Form 511X

This form is for residents only. Part-year and nonresidents must use Form 511NR to amend.

When to File an Amended Return

Generally, to claim a refund your amended return must be iled within three years from the date tax, penalty and interest was paid. For most taxpayers, the three year period begins on the original due date of the Oklahoma tax return. Estimated tax and withholding are deemed paid on the original due date (excluding extensions).

If your Federal return for any year is changed, an amended Oklahoma return shall be iled within one year. If you amend your Federal return, it is recommended you obtain conirmation the IRS approved your Federal amendment before iling Oklahoma Form 511X. Filing Form 511X without such IRS conirmation may delay the processing of your return, however, this may be necessary to avoid the expiration of the statute of limitation.

File a separate Form 511X for each year you are amending. No amended return may encompass more than one single year.

If you discover you have made an error only on your Oklahoma return we may be able to make the corrections over the phone instead of iling Form 511X. For additional information, call our Taxpayer Assistance Division at (405) 521-3160. Within Oklahoma, call toll-free (800) 522-8165. Operating hours are from (CST) 7:30 a.m. until 4:30 p.m.

When completing this form, it is recommended you have the Resident Individual Income Tax Instructions booklet (511 Packet) for the tax year you are amending. The packet will provide detailed explanation. If you do not have a copy, one may be downloaded from our website (www.tax.ok.gov) beginning with tax year 1997 or you may order a packet for any tax year by calling our forms request line at (405) 521-3108. The request line is open 24 hours a day, 7 days a week.

Before You Begin

This version of Form 511X is for Tax Year 2005 and prior years. If you need to amend for Tax Year 2006 or thereafter, visit our website and download the Form 511X for 2006 and thereafter. You may also order the form at (405) 521-3108.

The tax rates did not change during the tax years of 1990 - 1998. The tax rates also remained unchanged for the tax years 1999 - 2001, for tax years 2002 - 2003 and for tax years 2004 - 2005. Thus, if you are amending a 2000 return, you may refer to the tax tables for any year from 1999 - 2001.

All entries in column “B” must be substantiated by an enclosed document or your refund may be delayed. After completing your amended return, see the “When You Are Finished” section of the instructions for a complete list of necessary docu- ments you must enclose with this return.

Any additional forms, necessary to complete this amended return, can be downloaded from our website (www.tax.ok.gov) beginning with tax year 1997 or can be ordered by calling our forms request line at (405) 521-3108.

Select Line Instructions

Column A: Enter the amounts from your original return. However, if you previously amended that return or it was changed by the Oklahoma Tax Commission, enter the adjusted amounts.

Column B: Enter the amended amounts and explain each change on Page 2. If you need more space, attach a statement. Also, attach any schedule or form relating to the change. For any item you do not change, enter the amount from Column A in Column B. All entries in Column B must be substantiated

by an enclosed document or your refund may be delayed. Column C: Do not use. This column is for Oklahoma Tax Commission use only.

Enter the Federal adjusted gross income. Note: Enclose supporting documents for any adjustments to your Federal adjust- ed gross income.

Enter subtractions to Federal adjusted gross income, such as interest from U.S. government obligations (no IRS interest), retire- ment income, social security beneits and depletion. A complete list of subtractions can be found in the Schedule 511-A instructions of the 511 Packet. Note: Enclose supporting documents for any entry in column “B”, including any applicable depletion spreadsheets.

Enter out-of-state income and identify as to type and site location. Out-of-state income is income from real or tangible personal property or business income in another state. This includes partnership gains and gains sustained by S-corporations attributable to other states. This does not include non-business interest, installment sale interest, non-business dividends, salary/wages, pensions or income from personal services. Note: Enclose supporting documents for Column “B”, including any applicable oil & gas

spreadsheets.

Enter additions to Federal adjusted gross income, such as out-of-state losses, state and municipal bond interest (not speciically exempt), and lump sum distributions not included in your Federal adjusted gross income. A complete list of additions can be found in the Schedule 511-B instructions of the 511 Packet. Note: Enclose supporting documents for any entry in column “B”.

Enter all adjustments to your Oklahoma adjusted gross income, such as military pay exclusion, political contributions, interest qualifying for exclusion and Indian employment exclusion. A complete list of adjustments can be found in the Schedule 511-C instructions of the 511 Packet. Note: Enclose supporting documents for any entry in column “B”.

Enter the total amount of your deductions and exemptions. Add your “Oklahoma standard deduction or Federal itemized deduc- tions” and your Oklahoma “exemption amounts”.

14The tax rates did not change during the tax years of 1990 - 1998. The tax rates also remained unchanged for tax years 1999 -

and 2001, for tax years 2002 - 2003 and for tax years 2004 - 2005. Thus, if you are amending a 2000 return, you may refer to the tax

19tables for any year from 1999 - 2001.

Enter the Federal income tax liability from your Federal return. Do not include self-employment tax. Note: Enclose a copy of

your Federal return for veriication.

If you have farm income, beginning in tax year 2001, you may elect to igure your tax by averaging your farm income over the previous three years. If you choose this option, you must use Form 573 to compute the tax. Note: Enclose Form 573.

A. Enter all non-refundable credits to Oklahoma tax, such as child care, taxes paid another state, biomedical research contribu- tions (tax year 2005) and credits listed on the Form 511CR. A complete list of other credits can be found in the 511 packet instruc- tions. Note: Enclose supporting Oklahoma and IRS forms or documents for entries in column “B”.

B. Enter the subtotal.

C. Beginning in tax year 2003, you have the ability to remit “use tax” with your income tax return. Use tax is due on purchases from out-of-state retailers who do not collect Oklahoma sales tax. See the instructions in the 511 packet, beginning in tax year 2003, for more information on use tax and for the tables to help you compute the amount due. If you did not have any use tax on your original return and you are not amending to pay use tax, or if this amended return is for tax year 2002 or prior, enter zero.

Enclose a schedule of payments by amount and date paid. Underpayment interest is based on the tax on the original return. Do not include underpayment interest in your calculations.

Oklahoma refundable credits, such as low income property tax credit (enclose Form 538-H), sales tax relief credit (enclose Form 538-S), tornado tax credits (enclose Form 509, 510 or 575), and earned income credit for tax year 2002 and after (en- close Federal return). Note: Forms 538-S and 538-H have different due dates. Refer to those forms for information regarding their due dates and the availability of the credit.

This includes all amounts refunded to you, applied to next year’s estimated tax and donated from your refund (for example, a donation to the Wildlife Diversity Program).

If you originally iled a Form 511, use the amount from the line shown here:
2000: line 57	2001: line 31	2002: line 32	2003: line 34	2004: line 34	2005: line 35

30Total amount of overpayment must be refunded. None can be placed in estimated tax for the following year.

32Compute interest on your income tax liability only. Do not compute interest on the portion of your tax liability that represents use tax.

When You are Finished

Enclose a copy of the following support documents, if applicable:

•Form 1040X (Amended Federal Income Tax Return) or Form 1045 (Application for Federal Tentative Return),

•Proof that IRS has approved the claim, such as the statement of adjustment, any correspondence from IRS, or the deposit slip of your Federal refund,

•Revenue Agent Report (RAR), CP2000 or other notiication of an assessment or a change made by the IRS,

•Additional Forms W-2 or 1099 not furnished with original return, and

•Forms, schedules or other documentation to substantiate any of the entries in Column B of Form 511X as indicated in the Select Line Instructions.

Do not enclose any correspondence other than those documents required for your amended return. Do not enclose amendments for different years in the same envelope. Use a separate envelope for each tax year.

Sign your return and mail it, along with all required documents to: Oklahoma Tax Commission, P.O. Box 26800, Oklahoma City, OK 73126-0800

Documents used along the form

The Oklahoma 511X form is essential for residents who need to amend their individual income tax returns. However, it is often accompanied by several other forms and documents that provide necessary information and support for the amended return. Below is a list of these documents, each serving a specific purpose in the amendment process.

Form 511NR: This is the Oklahoma Amended Nonresident Individual Income Tax Return. It is used by part-year and non-residents who need to amend their tax returns, ensuring compliance with Oklahoma tax laws.
Form 1040X: Known as the Amended U.S. Individual Income Tax Return, this form is crucial for reporting changes made to a federal tax return. A copy must be enclosed with the 511X form to validate the amendments made at the federal level.
Form 1045: This is the Application for Tentative Refund. Taxpayers can use it to apply for a quick refund if they have made changes to their federal return that affect their tax liability.
Revenue Agent Report (RAR): This document outlines any changes made by the IRS to a taxpayer's federal return. Including it with the 511X form helps clarify the reasons for the amendments.
California Affidavit of Service: This form is crucial for ensuring that all parties involved in a legal proceeding are properly notified. For more information on how to fill it out, visit californiapdfforms.com/affidavit-of-service-form/.
CP2000 Notice: This IRS notice is sent when there is a discrepancy between the information reported on a tax return and the information received by the IRS. It is important to include this notice if it relates to the changes being made.
Forms W-2 and 1099: These forms report income from employers and other sources. If additional or corrected W-2 or 1099 forms were not included with the original return, they must be submitted with the amended return.
Form 538-H: This form is for the Low Income Property Tax Credit. If claiming this credit, it should be included to substantiate the claim in the amended return.
Form 538-S: This is the Sales Tax Relief Credit form. It must be enclosed if the taxpayer is claiming this credit in the amendment.
Form 509, 510, or 575: These forms relate to various tax credits, including tornado tax credits. If applicable, they should be included to support the amended return.
Statement of Adjustment: This document shows the IRS's approval of changes made to the federal return. It is essential for validating the amendments claimed on the Oklahoma 511X form.

In summary, when filing the Oklahoma 511X form, it is crucial to include the necessary supporting documents to ensure a smooth amendment process. Each form plays a vital role in substantiating the changes made and helps facilitate a timely review by the Oklahoma Tax Commission. Proper documentation not only aids in compliance but also provides peace of mind during what can be a stressful time for taxpayers.

Key takeaways

Understanding the Oklahoma 511X Form is essential for residents who need to amend their income tax returns. Here are some key takeaways:

The Oklahoma 511X form is specifically for residents who need to amend their tax returns for Tax Year 2005 and prior. Part-year and nonresidents must use Form 511NR.
Filing an amended return requires you to submit a copy of your amended Federal return, such as IRS Form 1040X or 1045. This documentation is crucial to avoid delays in processing.
Each amended return must be filed separately for each tax year. You cannot include multiple years in one submission.
Be sure to enclose all necessary supporting documents when submitting your amended return. Missing documents can lead to delays or denial of your refund.

▼ Oklahoma 511X