Form 511 - Oklahoma Resident Individual Income Tax Forms And Instructions - 2014 Page 6

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Amended Returns
Beginning with tax year 2013, the Form 511 will be used to file an amended resident return. The Form 511X will only be used for tax year
2012 and prior. Part-year and nonresidents use Form 511NR.
When to File an Amended Return
How to Complete an Amended Return
Generally, to claim a refund, your amended return must be filed
Place an “X” in the Amended Return check-box at the top of Form
within three years from the date tax, penalty and interest were paid.
511, page 1. Complete the amended return. Enter any amount(s)
For most taxpayers, the three year period begins on the original due
paid with the original return plus any amount(s) paid after it was filed
date of the Oklahoma tax return. Estimated tax and withholdings
on line 30. Enter any refund previously received or overpayment
are deemed paid on the original due date (excluding extensions).
applied on line 32. Complete Schedule 511-H “Amended Return
Information” on Form 511, page 5.
If your federal return for any year is changed, an amended Okla-
homa return shall be filed within one year. If you amend your federal
When You Are Finished
return, it is recommended you obtain confirmation the IRS approved
Enclose a copy of the following support documents, if applicable.
your federal amendment before filing your amended Oklahoma
Failure to provide the supporting documents may delay the process-
return. Filing an amended Oklahoma return without such IRS confir-
ing of the return.
mation may delay the processing of your return; however, this may
• Form 1040X (Amended Federal Income Tax Return) or Form
be necessary to avoid the expiration of the statute of limitation.
1045 (Application for Federal Tentative Return),
File a separate amended return for each year you are amending.
• Proof that IRS has approved the claim, such as the state-
No amended return may encompass more than one single year.
ment of adjustment, any correspondence from IRS, or the
Mail each years amended return in a separate envelope. Do not
deposit slip of your federal refund,
enclose amendments from different years in the same envelope.
• Revenue Agent Report (RAR), CP2000 or other notification
of an assessment or a change made by the IRS,
If you discover you have made an error only on your Oklahoma re-
• Additional Forms W-2 or 1099 not furnished with original
turn, we may be able to help you correct the form instead of filing an
return, and
amended return. For additional information, contact our Taxpayer
• Forms, schedules or other documentation to substantiate
Assistance Division at one of the numbers shown on page 19.
any change made on the amended return.
Top of Form Instructions
A
Form 511
2014
Oklahoma Resident Income Tax Return
B
Your Social Security Number
Place an ‘X’ in this
AMENDED
box if this taxpayer
RETURN!
is deceased
C
Place an ‘X’ in this
Spouse’s Social Security Number
box if this is an
amended 511. See
(joint return only)
Place an ‘X’ in this
B
Schedule
box if this taxpayer
511-H.
is deceased
Your first name, middle initial and last name
D
If a joint return, spouse’s first name, middle initial and last name
G
Mailing address (number and street, including apartment number, rural route or PO Box)
Not Required to File
City, State and ZIP
Place an ‘X’ in this box if you do not have sufficient gross
income to require you to file a Federal return.
(see instructions)
E
1
Single
* NOTE: If claiming Special Exemption, see instructions on page 7 of 511 Packet.
2
Married filing joint return
(even if only one had income)
*
Regular
Special
Blind
3
Add the Totals from
Married filing separate
Yourself
+
+
=
the 4 boxes.
H
• If spouse is also filing, list
Name:
Write the Total
in the box below.
name and SSN in the boxes:
SSN:
Total
+
+
=
Spouse
4
Head of household with qualifying person
=
5
Qualifying widow(er) with dependent child
=
Number of dependent children
• Please list the year spouse died in box at right:
F
Note: If you may be
claimed as a dependent
on another return,
=
Number of other dependents
Yourself
Spouse
enter “0” for your
Age 65 or Over?
(Please see instructions)
regular exemption.
A
B
Do Not Write in this Space
Social Security Number
The barcode near the form number contains a page notation signify-
Enter your social security number. If you file married filing joint, enter
ing the first page of a new return for processing equipment use. The
your spouse’s social security number in the space provided. Note:
blank area is used for processing notations. Do not write in these
If you are filing married filing separate, do not enter your spouse’s
areas.
social security number here. Enter in Item D.
6

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