Oklahoma Individual Income Tax Declaration for Electronic Filing

Individual Income Tax Declaration for Electronic Filing
2023 Form 511-EF Oklahoma Individual Income Tax Declaration for Electronic Filing
Oklahoma Individual Income Tax Declaration for Electronic Filing
NOTE: Do not mail Oklahoma Tax Return - Form 511 or Form 511-NR.

See instructions on Page 2 to determine if you are required to send Form 511-EF to the OTC.
Your first name and middle initial			

Last name

If a joint return, spouse’s first name and middle initial 	

Last name

2023

Form 511-EF

Your social
security number:
Spouse’s social
security number:

Mailing address (number and street, including apartment number, rural route or PO Box)

Filing status:

City, State, ZIP

Total number of exemptions:

PART ONE - TAX RETURN INFORMATION (WHOLE DOLLARS ONLY)
1 	 Oklahoma Adjusted Gross Income (511, Line 7) or
	
Adjusted Gross Income: All Sources (511-NR, Line 8).................................................................... 1

00
00
00
00
00

2 	 Oklahoma Income Tax and Use Tax (511, Line 20 or 511-NR, Line 24).............................................. 2
3 	 Oklahoma Income Tax Payments and Credits (511, Line 32 or 511-NR, Line 33)............................... 3
4 	 Refund (511, Line 37 or 511-NR, Line 38) .......................................................................................... 4
5 	 Balance Due (511, Line 41 or 511-NR, Line 42) .................................................................................. 5

For a balance due return with an electronic payment, complete line 6b below. The due date for an electronic payment is April 20th. For a
balance due return with a non-electronic payment, enclose a payment with the 511-V and submit on or before the due date of April 15th. If the
Internal Revenue Code (IRC) of the IRS provides for a later due date, your payment may be made by the later due date and will be considered
timely. If the due date falls on a weekend or legal holiday when OTC offices are closed, your payment is due the next business day.

PART TWO - DECLARATION OF TAXPAYER
6a 	
	

I consent that my refund be directly deposited as designated in the electronic portion of my 2023 Oklahoma income tax return.
If I have filed a joint return, this is an irrevocable appointment of the other spouse as an agent to receive the refund.

6b 	

I authorize the Oklahoma State Treasury and its designated Financial Agent to initiate an ACH electronic funds withdrawal (direct debit) 		
entry to the financial institution account indicated in the tax preparation software for payment of my Oklahoma taxes owed on this return
and/or a payment of estimated tax. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to
receive confidential information necessary to answer inquiries and resolve issues related to the payment.
If I have filed a balance due return, I understand that if the Oklahoma Tax Commission (OTC) does not receive full and timely payment of my tax liability, I will
remain liable for the tax liability and all applicable interest and penalties.
Under penalties of perjury, I declare I have compared the information contained on my return, with information I have provided to my Electronic Return Originator (ERO), and the amounts described in Part One above, agree with the amounts shown on the corresponding lines of my 2023 Oklahoma income tax
return. To the best of my knowledge and belief, my return is true, correct, and complete. I consent that my return, including this declaration and accompanying
schedules and statements, be sent to the OTC by my ERO.
In addition, by using a computer system and software to prepare and transmit my return electronically, I consent to the disclosure to the Oklahoma Tax Commission of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.
Sign
Here:

Your Signature 	

Date 	

Spouse’s Signature (If joint return, both must sign) 	

Date

PART THREE - DECLARATION OF ELECTRONIC RETURN ORIGINATOR (ERO) AND PAID PREPARER
I declare I have reviewed the above taxpayer’s return and the entries on Form 511-EF are complete and correct to the best of my knowledge. (EROs who are collectors are not responsible for reviewing the taxpayer’s return; however, they must ensure Form 511-EF accurately reflects the data on the return.) I have obtained
the taxpayer’s signature on Form 511-EF and I have provided the taxpayer with a copy of all forms and information to be filed with the OTC, and have followed all
other requirements described in Pub. 1345, Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2023). If I am also a Paid Preparer, under
penalties of perjury I declare I have examined the above taxpayer’s return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. This Paid Preparer declaration is based on all information of which I have any knowledge.
ERO Use
Only
								
	
ERO or Paid Preparer’s Signature	

Date 	

PTIN

Paid Preparer
Use Only
	
Paid Preparer Signature	

Date	

PTIN

Firm Name (or yours if self-employed): _______________________________________________________________________________________
	
	

Address and ZIP: _______________________________________________________________________________________
Phone Number:	 ( ____________ ) ___________________________________

2023 Form 511-EF
Oklahoma Individual Income Tax Declaration for Electronic Filing- page 2

Instructions on Requirement to Mail or Retain this Form
Most people do not mail Form 511-EF or any documentation to the Oklahoma Tax Commission
(OTC). For most taxpayers, electronic filing is a completely paperless process.
However, if your return contains any of the forms or supporting schedules shown in the table below,
you are required to either mail the documentation to the OTC or send the documentation as a PDF
attachment with your electronically filed return. If your software does not support PDF attachments,
mail any items shown in the table below along with the Form 511-EF to the address shown at the
bottom of this form.
If you are mailing the documentation, mail with Form 511-EF as a cover page. Do not mail your
Oklahoma tax return (Form 511 or 511-NR), your Federal return (Form 1040) or withholding
statements (W-2, W-2G or 1099s).
Form	Description
Form OW-8-P-SUP-I	

Annualized Income Installment Method for Individuals

Form 511-NOL or 511-NR-NOL	 Oklahoma Net Operating Loss
Form 573	

Farm Income Averaging

FTAC’s Form	

Oklahoma Volunteer Firefighter Tax Credit

		

Include a copy of other state’s income tax return if Form 511-TX is filed.

		

Include any Oklahoma statements containing additional information
as required by the instructions in the 511 or 511-NR Packet.

NOTE: Do not enclose a payment with this form. If you need to make a payment, use Form 511-V
“Oklahoma Income Tax Payment Voucher” and mail to the address on the payment voucher or make
your payment electronically. For electronic payment options, visit tax.ok.gov.
Do not mail your Oklahoma tax return (Form 511 or 511-NR), your Federal return (Form 1040),
or withholding statements (W-2, W-2G or 1099s).
If no additional forms or documentation are required for your electronically filed return, do not mail
Form 511-EF. Retain for your records.
If you are required to mail documentation and Form 511-EF to the OTC, mail to:
	
	

Oklahoma Tax Commission
Oklahoma City, OK 73194