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.

2024
Form 511-EF

PART ONE - TAX RETURN INFORMATION (WHOLE DOLLARS ONLY)

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 Oklahoma Tax Commission (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 2024 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.

I understand that if the 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 2024 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 OTC of all information pertaining to my use of the system and software and to the transmission of my tax return electronically.

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. I have obtained the taxpayer’s signature on Form 511-EF and have provided the taxpayer with a copy of all forms and information to be filed with the OTC.

Firm Name (or yours if self-employed):

Address and ZIP:

Phone Number: ( )

Instructions on Requirement to Mail or Retain this Form

Most people do not mail Form 511-EF or any documentation to the OTC. For most taxpayers, electronic filing is a completely paperless process.

However, if your return contains any of the forms or supporting schedules shown 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.

Forms or Supporting Schedules

• 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.

Oklahoma Tax Commission
Oklahoma City, OK 73194