Enlarge image | Developer Forms 2024 Oklahoma Income Tax Forms (Revised 12/03/24) Software developers can download State of Oklahoma income tax forms here. Following each form is the current date and status of the form. If a form is updated, the date and status will also be updated. Oklahoma requires QR codes at the top of all Oklahoma income tax forms. The barcode placement in the upper right of the page is common in most cases. Each page of the form has a different barcode. All software developer products should use the “Developer” barcodes, shown in the barcode specifications document linked below. Tax Year 2024 Letter of Intent: Contact Crystal Cameron: efiledevelopers@tax.ok.gov 2024 Software Developer Guidelines and Specifications - Substitute Forms (revised 11/04/24) 2024 Electronic Filer Handbook: Individual Income Tax 2024 Handbook for Tax Practitioners, EROs, Transmitters, and Software Developers: Business Income Tax 2024 MeF Electronic Return Filing Guide for Software Developers - (Individual) If you have questions or locate an error on a form, please contact Charm Gregory at charm.gregory@tax.ok.gov. If you have questions in regards to developer form approval, please contact cpddeveloperforms@tax.ok.gov. Please include a phone number in your email. * Signifies new form for 2024. Status, Date Form Number Form Name (click to download) and Notes Information Return Final 500 (For informational purposes only. Must be filed electronically) No Change from last year. Information Return - Production Payments Final 500-A (For informational purposes only. Must be filed electronically) No Change from last year. Information Return -Nonresident Member Income Tax Withheld Final 8/12 500-B (For informational purposes only. Must be filed electronically) Annual Information Return (reconciliation for Forms 500, 500-A and 500-B) Final 8/12 501 (For informational purposes only. Must be filed electronically) Application for Extension of Time to File an Oklahoma Income Tax 504-C Final 8/29 Return for Corporations, Partnerships and Fiduciaries 504-I Application for Extension of Time to File for Individuals Final 8/12 Application for Extension of Time to File an Oklahoma Income Tax 504-PTE * Final 8/12 Return for Electing Pass-Through Entities Injured Spouse Claim and Allocation Final 8/12 505 (not to be filed with the return) Investment/Jobs Credit Final 9/5 506 (you will also need Form 511-CR) Statement of Person Claiming an Income Tax Refund Due a Deceased Final Taxpayer 507 No Change from last year. Individual Resident Income Tax Return Packet 511 Packet Final 9/4 (instructions and tables) |
Enlarge image | Developer Forms Individual Resident Income Tax Return 511 Form Final 9/4 (Grid) Individual Resident Income Tax Return 511 Form Final 9/4 (No Grid) Final 12/03 10/10 - Page 1, Line 3a: Changed “Provide type of fuel property (1-5) from list above” to “Provide type of fuel property (1-4) from list above” ---- 511-CR 10/18 - Page 5, Line 14 Information: Schedule for Other Credits (Grid) Added: “Any credit allowed but not used will have a five-year carryover period” to paragraph. ---- 12/03 - Pages 5-8: Corrected alignment of numbers with paragraphs. 511-CR Final 12/03 Schedule for Other Credits (No Grid) Same as 511-CR Grid 511-EF Individual Income Tax Declaration for Electronic Filing Final 8/12 511-EIC Earned Income Credit Worksheet Final 9/6 Individual Nonresident/Part-Year Income Tax Return Packet 511-NR Packet Final 9/9 (instructions and tables) 511-NR Form Individual Nonresident/Part-Year Income Tax Return Final 9/9 (Grid) Individual Nonresident/Part-Year Income Tax Return 511-NR Form Final 9/9 (No Grid) Oklahoma Net Operating Loss Final 8/12 511-NOL (Full-Year Residents Only) Oklahoma Net Operating Loss(es) Final 8/12 511-NR-NOL (Nonresident/Part-Year Residents Only) 511-TX Credit for Tax Paid to Another State Final 9/5 Oklahoma Individual Income Tax Payment Voucher 511-V Final 8/12 (Grid) Oklahoma Individual Income Tax Payment Voucher 511-V Final 8/12 (No Grid) 511-W Individual W-2 Data Sheet Final 8/12 Corporate Income Tax Return Packet 512 Packet Final 8/12 (instructions) 512 Form Corporate Income Tax Return Final 8/12 (Grid) (For informational purposes only. Must be filed electronically) 512 Form Corporate Income Tax Return Final 8/12 (No Grid) (For informational purposes only. Must be filed electronically) 512-TI Computation of Oklahoma Consolidated Taxable Income Final 8/12 (Grid) (For informational purposes only. Must be filed electronically) |
Enlarge image | Developer Forms 512-TI Computation of Oklahoma Consolidated Taxable Income Final 8/12 (No Grid) (For informational purposes only. Must be filed electronically) 512-TI-SUP Supplemental Schedule for Form 512-TI Final 8/12 (Grid) (For informational purposes only. Must be filed electronically) 512-TI-SUP Supplemental Schedule for Form 512-TI Final 8/12 (No Grid) (For informational purposes only. Must be filed electronically) Small Business Corporate Tax Return Packet 512-S Packet Final 9/10 (instructions) 512-S Form Small Business Corporate Income Tax Return Final 9/10 (Grid) (For informational purposes only. Must be filed electronically) 512-S Form Small Business Corporate Income Tax Return Final 9/10 (No Grid) (For informational purposes only. Must be filed electronically) 512-S-SUP Supplemental Schedule for Form 512-S Final 9/10 (Grid) (For informational purposes only. Must be filed electronically) 512-S-SUP Supplemental Schedule for Form 512-S Final 9/10 (No Grid) (For informational purposes only. Must be filed electronically) Nonresident Shareholder Agreement Final 9/10 512-SA (For informational purposes only. Must be filed electronically) 512-E Return of Organization Exempt from Income Tax (Grid) Final 8/30 512-E Return of Organization Exempt from Income Tax (No Grid) Final 8/30 Fiduciary Resident Income Tax Return Packet 513 Packet Final 8/23 (instructions and tables) Resident Fiduciary Return of Income 513 Form Final 8/23 (Grid) Resident Fiduciary Return of Income 513 Form Final 8/23 (No Grid) Fiduciary Nonresident Income Tax Return Packet 513-NR Packet Final 9/3 (instructions and tables) 513-NR Form Non-Resident Fiduciary Return of Income Final 9/3 (Grid) Non-Resident Fiduciary Return of Income 513-NR Form Final 9/3 (No Grid) Partnership Information Return Packet 514 Packet Final 9/4 (instructions) 514 Form Partnership Information Return Final 9/4 (Grid) (For informational purposes only. Must be filed electronically) 514 Form Partnership Information Return Final 9/4 (No Grid) (For informational purposes only. Must be filed electronically) |
Enlarge image | Developer Forms Oklahoma Partnership Composite Income Tax Supplement Final 9/4 514-PT (For informational purposes only. Must be filed electronically) Supplemental Schedule for Form 514-PT Final 9/4 514-PT-SUP (For informational purposes only. Must be filed electronically) 514-SUP Supplemental Schedule for Form 514 Final 9/4 (Grid) (For informational purposes only. Must be filed electronically) 514-SUP Supplemental Schedule for Form 514 Final 9/4 (No Grid) (For informational purposes only. Must be filed electronically) 518 Venture Capital Company Information Report Final No Change from last year 518-A Venture Capital Company Report for Investors Final 9/18/23 518-B Report of Transfer of Venture Capital Credits Final No Change from last year 518-C Report on Sale of Venture Capital Tax Credit Final No Change from last year 528 Information Return Agriculture Exclusion Final 8/23 529 Small Business Guarantee Fee Credit Final 9/11 538-H Credit for Refund of Property Taxes Final 8/12 (Grid) (low income taxpayers) 538-H Credit for Refund of Property Taxes Final 8/12 (No Grid) (low income taxpayers) 538-S Sales Tax Refund Final 8/12 (Grid) 538-S Sales Tax Refund Final 8/12 (No Grid) Capital Gain Deduction Final 9/9 561 (for residents filing Form 511) Capital Gain Deduction Final 9/9 561-C (for corporations filing Form 512) Capital Gain Deduction Final 9/9 561-F (for trusts and estates filing Form 513) Capital Gain Deduction Final 9/9 561-NR (for part-year and nonresidents filing Form 511-NR) Capital Gain Deduction Final 9/9 561-NR-F (for trusts and estates filing Form 513-NR) Capital Gain Deduction Final 11/22 Added QR Code placeholder to 561-P (for nonresident partner included in Composite Return - Form 514, Part 1) pages 1 and 2 Capital Gain Deduction Final 8/29 561-PTE (for an Electing Pass-Through Entity (PTE) Capital Gain Deduction Final 9/9 561-S (for nonresident shareholders whose income is reported on Form 512-S, Part 1) 564 Credit for Employees in the Aerospace Sector Final 9/9 |
Enlarge image | Developer Forms 565 Credits for Employers in the Aerospace Sector Final 8/29 566 Credit for Qualified Software or Cybersecurity Employees Final 8/23 567-A Credit for Investment in a Clean-Burning Motor Vehicle Fuel Property Final 9/12 569 Reporting Form for the Transfer or Allocation of a Tax Credit Final 9/9 572 Transfer Agreement for Income Tax or Insurance Premium Tax Credit Final 9/9 573 Farm Income Averaging Final 9/10 574 Nonresident/Resident Allocation Final 9/6 576 Natural Disaster Tax Credit Final 9/9 578 Refundable Credit for Electricity Generated by Zero-Emission Facilities Final 8/23 Eligible Oklahoma Venture Capital Company Qualified Equity 582-C Final 8/23 Investments Oklahoma Deduction for Qualified Equity Investments in an Eligible 582-I Final 9/10 Oklahoma Venture Capital Company 584 Credit for Employees in the Vehicle Manufacturing Industry Final 9/5 585 Credit for Employers in the Vehicle Manufacturing Industry Final 8/23 Pass-through Entity Election Form Final 8/29 586 (not to be filed with the return) 587-PTE Oklahoma Pass-Through Entity Tax Supplement Final 9/6 587-PTE-SUP Supplemental Schedule for Form 587-PTE Final 9/6 Oklahoma First-Time Buyer Savings Account - Account Holder and 588 Final 8/29 Designated Beneficiary Form 591-D * Parental Choice Tax Credit for Qualified Homeschool Expenses Final 8/12 591-D-SUP * Supplemental Schedule for Form 591-D Final 8/12 592 * Caring for Caregivers Tax Credit Final 9/12 Oklahoma Income Tax Declaration for Electronic Filing EF Final 9/10 (for Form 512, 512-S, 513, 513-NR or 514) EF-PTE * Pass-Through Entities Income Tax Payment Voucher Final 8/12 Business Filers Income Tax Payment Voucher EF-V Final 8/23 (for Form 512, 512-S, 513, 513-NR or 514) Estimated Tax Declaration for Individuals OW-8-ES Final 9/12 (for tax year 2025) Annualized Estimated Tax Worksheet OW-8-ES-SUP Final 9/12 (for tax year 2025) Estimated Tax Declaration for Corporations, Fiduciaries & Partnerships OW-8-ESC Final 9/12 (Year End 2025 for Fiscal Year Filers) OW-8-ESPTE * Oklahoma Electing Pass-Through Entities Estimated Tax Coupon Final 8/12 OW-8-P Worksheet for Underpayment of Estimated Tax Final 9/10 Oklahoma Annualized Income Installment Method for Corporations and OW-8-P-SUP-C Final 8/30 Trusts |
Enlarge image | Developer Forms OW-8-P-SUP-I Oklahoma Annualized Income Installment Method for Individuals Final 8/30 |