Form 511 - Oklahoma Resident Individual Income Tax Forms And Instructions - 2014 Page 3
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40Determining Your Filing Requirement
If you do not meet the federal filing requirements as shown in either Chart A or Chart B on this page, you are not required to file an
Oklahoma tax return. If you have withholding or made estimated tax payments you would like to have refunded, follow the instruc-
tions on page 5, “Not Required to File”.
Chart A: Federal Filing Requirements for Most People
To use this chart, first find your filing status. Then read across to find your age at the end of 2014. You must file a return if
your gross income was at least the amount shown in the last column.
If your Filing Status Is...
And your Age Is*...
And if your Gross Income Is...**
Single
Under 65
$10,150
65 or older
$11,700
Married Filing Joint***
Both under 65
$20,300
One 65 or older
$21,500
Both 65 or older
$22,700
Married Filing Separate
Any age
$ 3,950
Head of Household
Under 65
$13,050
65 or older
$14,600
Qualifying Widow(er)
Under 65
$16,350
with a Dependent Child
65 or older
$17,550
*If you turned age 65 on January 1, 2015, you are considered to be 65 at the end of 2014.
**Gross income means all the income you received in the form of money, goods, property, and services that is not exempt from federal tax, including any income
from sources outside the United States or from the sale of your main home (even if you can exclude part or all of it).
Do not include any social security benefits unless (a) you are married filing separate and you lived with your spouse at any time in 2014 or (b) one-half of
your social security benefits plus your other gross income and any federally tax-exempt interest is more than $25,000 ($32,000 if married filing jointly). If (a)
or (b) applies, see the instructions for Federal Form 1040 or 1040A to figure the taxable part of social security benefits you must include in gross income.
***If you did not live with your spouse at the end of 2014 (or on the date your spouse died) and your gross income was at least $3,950, you must file a return
regardless of your age.
Chart B: Federal Filing Requirements for Children and Other Dependents
If your parent (or someone else) can claim you as a dependent, use this chart to see if you must file a federal return.
In these charts, unearned income includes taxable interest, ordinary dividends and capital gain distributions. It also includes unemployment
compensation, taxable social security benefits, pensions, annuities and distributions of unearned income from a trust. Earned income includes
wages, tips and taxable scholarships and fellowships. Gross income is the total of your unearned and earned income.
Were you either age 65 or older or blind?
No. You must file a return if any of the following apply...
• Your unearned income was over $1000.
• Your earned income was over $6,200.
• Your gross income was more than the larger of:
•• $1000, or
•• Your earned income (up to $5,850) plus $350.
Yes. You must file a return if any of the following apply...
• Your unearned income was over $2,550 ($4,100 if 65 or older and blind).
• Your earned income was over $7,750 ($9,300 if 65 or older and blind).
• Your gross income was more than the larger of:
•• $2,550 ($4,100 if 65 or older and blind), or
•• Your earned income (up to $5,850) plus $1,900 ($3,450 if 65 or older and blind).
Were you either age 65 or older or blind?
No. You must file a return if any of the following apply...
• Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
• Your unearned income was over $1000.
• Your earned income was over $6,200.
• Your gross income was more than the larger of:
•• $1000, or
•• Your earned income (up to $5,850) plus $350.
Yes. You must file a return if any of the following apply...
• Your gross income was at least $5 and your spouse files a separate return and itemizes deductions.
• Your unearned income was over $2,200 ($3,400 if 65 or older and blind).
• Your earned income was over $7,400 ($8,600 if 65 or older and blind).
• Your gross income was more than the larger of:
•• $2,200 ($3,400 if 65 or older and blind), or
•• Your earned income (up to $5,850) plus $1,550 ($2,750 if 65 or older and blind).
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