Developer Forms 
                                 2024 Oklahoma Income Tax Forms (Revised 11/22/24) 
  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)  

                              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 10/18 
                                                                              10/10 - Page 1, Line 3a: Changed 
                                                                              “Provide type of fuel property (1-5) 
                                                                              from list above” to “Provide type of 
511-CR                                                                        fuel property (1-4) from list above” 
              Schedule for Other Credits   
(Grid)                                                                        ---- 
                                                                              10/18 - Page 5, Line 14 Information: 
                                                                              Added: “Any credit allowed but not 
                                                                              used will have a five-year carryover 
                                                                              period” to paragraph. 
511-CR                                                                        Final 10/18 
              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) 
512-TI        Computation of Oklahoma Consolidated Taxable Income 
                                                                              Final 8/12 
(No Grid)     (For informational purposes only. Must be filed electronically) 

                              Developer Forms 

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) 
              Oklahoma Partnership Composite Income Tax Supplement 
                                                                              Final 9/4 
514-PT        (For informational purposes only. Must be filed electronically) 

                             Developer Forms 

           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 
565        Credits for Employers in the Aerospace Sector                                  Final 8/29 
566        Credit for Qualified Software or Cybersecurity Employees                       Final 8/23 

                                    Developer Forms 

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  

OW-8-P-SUP-I   Oklahoma Annualized Income Installment Method for Individuals            Final 8/30