Income Forms

Many of the PDFs are structured to be filled in on your computer and then printed out. If you choose to complete your form on your computer, be sure to print out an additional copy for your files before closing the PDF.

The following 2020 forms are available for download. These forms are available in the PDF format. You must have Adobe Acrobat software (minimum version of 6.0) installed on your computer to access these files. If you do not have this free software on your computer, download from Adobe.com.

Voluntary Disclosure Agreement

Income Tax Forms and Packets

511 Packet	Individual Resident Income Tax Return Packet
511NR Packet	Individual Nonresident/Part-Year Income Tax Return Packet
512 Packet	Corporate Income Tax Return Packet
512S Packet	Small Business Corporate Tax Return Packet
513 Packet	Fiduciary Resident Income Tax Return Packet
513NR Packet	Fiduciary Nonresident Income Tax Return Packet
514 Packet	Partnership Information Return Packet

If you would like to download past year tax forms, please click here.

Additional Income Tax Forms

EF	Oklahoma Income Tax Declaration for Electronic Filing (for Form 512, 512-S, 513, 513-NR or 514)
EF-V	Business Filers Income Tax Payment Voucher (for Form 512, 512-S, 513, 513-NR or 514)
OW-8-ES	Estimated Tax Declaration for Individuals (for tax year 2020)
OW-8-ES	Estimated Tax Declaration for Individuals (for tax year 2021)
OW-8-ESC	Estimated Tax Declaration for Corporations, Fiduciaries & Partnerships - 2020 (Year End 2020 for Fiscal Year Filers)
OW-8-ESC	Estimated Tax Declaration for Corporations, Fiduciaries & Partnerships - 2021 (Year End 2021 for Fiscal Year Filers)
OW-8-ES-SUP	Annualized Estimated Tax Worksheet (for tax year 2021)
OW-8-P	Underpayment of Estimated Tax Worksheet
OW-8-P-SUP-C	Oklahoma Annualized Income Installment Methods for Corporations and Trusts
OW-8-P-SUP-I	Oklahoma Annualized Income Installment Method for Individuals
OW-9-MSE	Annual Withholding Tax Exemption Certification For Military Spouse
Packet S	Application for Settlement of Tax Liability
500	Information Return
500A	Information Return - Production Payments
500B	Information Return - Report of Nonresident Member Income Tax Withheld
501	Annual Information Return (reconciliation for Forms 500, 500A and 500B)
504-C	Application for Extension of Time to File an Oklahoma Income Tax Return For Corporations, Partnerships and Trusts
504-I	Application for Extension of Time to File an Oklahoma Income Tax Return for Individuals
505	Injured Spouse Claim and Allocation (not to be filed with the return)
506	Investment/Jobs Credit (you will also need Form 511CR)
507	Statement of Person Claiming Refund Due a Deceased Taxpayer (not to be filed with return)
511CR	Schedule for Other Credits
511 NOL	Oklahoma Net Operating Loss - Full Year Residents Only
511NR-NOL	Oklahoma Net Operating Loss(es) - Nonresident/Part-Year Resident Only
511EF	Individual Income Tax Declaration for Electronic Filing
511TX	Oklahoma Credit for Tax Paid to Another State
511-V	Oklahoma Individual Income Tax Payment Voucher
511X	Starting with Tax Year 2013 the Form 511 will be amended by marking a check box on the Form 511. (for prior tax years, please visit the Archive Forms Site)
512E	Return of Organization Exempt from Income Tax
512X	Starting with Tax Year 2013 the Form 512 will be amended by marking a check box on the Form 512.
518	Venture Capital Company Information Report
518-A	Venture Capital Company Report for Investors
518-B	Report of Transfer of Venture Capital Credits
518-C	Report on Sale of Venture Capital Tax Credit
528	Agricultural Exclusion Information Return
529	Small Business Guarantee Fee Credit (you will also need Form 511CR)
538H	Credit for Refund of Property Taxes (low income taxpayers)
538S	Sales Tax Refund
561	Capital Gain Deduction (for Residents Filing Form 511)
561C	Capital Gain Deduction (for Corporations Filing Form 512)
561F	Capital Gain Deduction (for Trusts and Estates Filing Form 513)
561NR	Capital Gain Deduction (for Part-year and Nonresidents Filing Form 511NR)
561NR-F	Capital Gain Deduction (for Trusts and Estates Filing Form 513NR)
561S	Capital Gain Deduction (for Nonresident Shareholders Whose Income is Reported on Form 512-S, Part 1)
561P	Capital Gain Deduction (for Nonresident Partner Included in Composite Return - Form 514, Part 1)
561-PTE	Capital Gain Deduction (for an Electing Pass - Through Entity Filing Form 587-PTE)
564	Credit for Employees in the Aerospace Sector (you will also need Form 511CR)
565	Credits for Employers in the Aerospace Sector (you will also need Form 511CR)
566	Credit for Qualified Software or Cybersecurity Employees
567-A	Credit for Investment in a Clean-Burning Motor Vehicle Fuel Property (you will also need Form 511CR)
569	Reporting Form for the Transfer or Allocation of a Tax Credit Online Form PDF Form
572	Transfer Agreement for Income Tax or Insurance Premium Tax Credit
573	Farm Income Averaging
574	Nonresident/Resident Allocation
576	Natural Disaster Tax Credit
577	Refundable Coal Credit
578	Refundable Credit for Electricity Generated by Zero-Emission Facilities
584	Credit for Employees in the Vehicle Manufacturing Industry (you will also need Form 511CR)
585	Credits for Employers in the Vehicle Manufacturing Industry (you will also need Form 511CR)
586	Pass-through Entity Election Form
587-PTE	Oklahoma Pass-Through Entity Tax Supplement
587-PTE-SUP	Supplement Schedule for Form 587-PTE
588	Oklahoma First-Time Homebuyer Savings Account Account Holder and Designated Beneficiary Form
599	Request for Copy of Income Tax Return
A-100	Disclosure of Tax Information Authorization
BT129	Oklahoma Power of Attorney Form
L-21	Request for Innocent Spouse Relief
L-22	Questionnaire for Non-Requesting Spouse

If you would like to download past year tax forms, please click here.

Last Modified on 01/21/2021