Form 538-H - Claim For Credit Or Refund Of Property Tax - 2011
Download a blank fillable Form 538-H - Claim For Credit Or Refund Of Property Tax - 2011 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 538-H - Claim For Credit Or Refund Of Property Tax - 2011 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
3State of Oklahoma
Claim for Credit or Refund of Property Tax
This form is due on or before July 2, 2012.
2
538-H
0
Taxpayer first name, middle initial and last name
1
1
Spouse’s first name, middle initial and last name (if a joint return)
Taxpayer Social
Security Number:
Present home address (number and street, including apartment number or rural route)
Spouse’s Social
Security Number:
City, State and Zip
(
)
Phone Number:
Part 1: Qualification Questions
(if you marked “no” on line A,
A:
Were you a resident of Oklahoma for all of the year? ....................
Yes
No
do not file this form)
B:
Are you or your spouse 65 or over? If no, answer question “C” .....
Yes
No
(if you marked “no” on both lines B and C,
C: Were you totally disabled for the full year?
..
Yes
No
If yes, please submit proof
do not file this form)
D: Are you required to file an Oklahoma Income Tax return this year?
Yes
No
Note: If “yes” on line D, this claim MUST be
enclosed with and credit claimed on Form 511.
Part 2: Gross Household Income
(Round to Nearest Dollar)
Enter TOTAL GROSS income and assistance, taxable and nontaxable, received by ALL members
Yearly Income
of your household in 2011.
You may not enter negative amounts
1. Enter total wages, salaries, fees, commissions, bonuses, and tips
1
00
(including nontaxable income from your W-2) ........................................................................
2
00
2. Enter total interest and dividend income received .................................................................
3
00
3. T otal of all dependents’ income ..............................................................................................
4
00
4. Social Security payments (total including Medicare) ..............................................................
5
00
5. Railroad Retirement benefits ..................................................................................................
6
00
6. Other pensions, annuities and IRAs .......................................................................................
7
00
7. Alimony ...................................................................................................................................
8
00
8. U nemployment benefits ..........................................................................................................
9
00
9. 2010 Earned Income Credit (EIC) received in 2011................................................................
10
00
10. Nontaxable sources of income (specify) ________________________________ ................
Examples of nontaxable sources of income are: Veteran’s disability payments, worker’s compensation,
You may not enter negative amounts
loss of time insurance, support money and public assistance (housing assistance, cash, etc.)
11. Enter gross (positive) income from rentals, royalties, partnerships, estates & trusts, and gains
11
00
from the sale or exchange of property
(taxable and nontaxable) (enclose Federal return including schedules) .
12
00
12. Enter gross (positive) business and farm income (enclose Federal return including schedules)....
13
00
13. Other (specify) _____________________________________ .............................................
00
14
14. Total gross household income
(Add lines 1-13) If over $12,000, stop, you don’t qualify for the credit or refund.
Part 3: Gross Household Income of $12,000 or Less
15. Enter the amount of 2011 real estate taxes paid on your homestead ......................................
00
15
A copy of your tax bill must be enclosed with this claim form.
16. To compute credit or refund allowable: Multiply the amount of total
household income from Part 2, line 14 $ _ ______ X 1% (0.01). Enter result here ..................
16
00
17. Amount of credit or refund, subtract line 16 from line 15 (not to exceed $200) .......................
17
00
18. If you are required to file an Oklahoma Income Tax return, enter the amount
from line 17 here and as a credit on Form 511 .........................................................................
18
00
19. If you are NOT required to file an Oklahoma Income Tax return, enter the amount from line
00
17 here.
............
19
(This amount will be refunded either by direct deposit or debit card; see instructions)
Direct Deposit Option:
For those NOT filing a Form 511.
(See page 2 to see if you qualify for Direct Deposit)
Deposit my refund in my:
Routing
Is this refund going to or through an
Number:
checking account
account that is located outside of
the United States?
Account
Yes
No
savings account
Number:
Under penalty of perjury, I declare the information contained in this document and any attachments is true and correct to the best of my knowledge and belief.
Spouse’s Signature and Date
Claimant’s Signature and Date
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial