How to File an Oklahoma Tax Amendment

If you need to change or amend an accepted Oklahoma State Income Tax Return for the 2023 or previous tax year, you need to complete Form 511 (residents) or Form 511NR (nonresidents and part-year residents) in your eFile.com account to print and mail in to file, you cannot submit it electronically. Forms 511 and 511NR are Forms used for the Oklahoma Tax Amendment. To file a federal amendment, the IRS requires a different Form - Form 1040X - to amend an IRS return (do not use Form 1040 for an IRS Amendment).

The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the Oklahoma Tax Agency, thus you should file an Oklahoma Amendment within one year.

Function

Description

Oklahoma Tax Deadlines, Forms, Extension, Penalties

Instructions, Resources on how to prepare and e-File Oklahoma Tax Returns or how to prepare an Extension and/or previous Year Tax Returns

Prepare, eFile a 2023 tax year OK + IRS Tax Return: Detailed eFile.com Service Overview

Start Federal and Oklahoma Tax Returns

Prepare only an OK State Return

Step by step instructions on how to only Prepare - not e-File - one or more State Returns on eFile.com.

File a 2023 tax year Oklahoma Tax Amendment

You cannot eFile an OK Tax Amendment anywhere, except mail it in. However, you can prepare it here on eFile.com.
Option 1: Sign into your eFile.com account, modify your Return and download/print the OK Form 511 (residents) or 511NR (nonresidents and part-year residents) under My Account.Place an “X” in the Amended Return check-box at the top of the form. On Form 511, you should enter any amounts you paid with your original, accepted return, plus any amounts paid after it was filed on line 30. Report any refunds that were previously received or overpaid to you on line 32. Fill out Schedule 511-I ("Amended Return Information) on Form 511, page 6.For Form 511NR, enter tax previously paid and/or previously underpayments on lines 31 and 33. You should also complete Schedule 511NR-H.
Option 2: If you don't have an eFile.com account follow the step by step instruction on how to prepare a tax return/amendment.
Option 3: If you want to do the math on your own paper return then complete, sign OK Form 511 or Form 511NR - Print, Mail the Form to OK Department of Finance and Administration to:
Oklahoma Tax Commission
Post Office Box 26800
Oklahoma City, OK 73126-0800

OK Tax Amendment Form 511 or 511NR
This Form can be used to file a: Tax Return, Tax Amendment, Change of Address. Place an “X” in the Amended Return check-box at the top of the form. On Form 511, you should enter any amounts you paid with your original, accepted return, plus any amounts paid after it was filed on line 30. Report any refunds that were previously received or overpaid to you on line 32. Fill out Schedule 511-I ("Amended Return Information) on Form 511, page 6. For Form 511NR, enter tax previously paid and/or previously underpayments on lines 31 and 33. You should also complete Schedule 511NR-H.

Step 1: Download, Complete Form 511 (residents) or 511NR (nonresidents and part-year residents) for the appropriate Tax Year below.
Step 2: Sign, Mail Form 511 or 511NR to the address listed above

2023 tax year only: Prepare online on eFile.com until the October deadline. When done Print, Sign and Mail in - not eFile - Your Tax Amendment, Address Change, etc.

After the October deadline, Prepare, Print, Sign and Mail-In - see address above - your 2023 tax year - Form 511 or Form 511NR.

How to correct a rejected Tax Return

If your OK Tax Return was rejected by the OK Tax Agency - not eFile.com - instructions on how to correct a rejected Oklahoma Tax Return.

For all Tax Years prior to the 2023 tax year Prepare, Print, Sign and Mail-In - see address above - your Tax Amendment as soon as possible. Select the appropriate form (Form 511, 511NR, or 511X for Tax Years 2011 and 2012, residents only) for the Tax Year you are amending. You will also file an IRS Tax Amendment Form 1040X.

Check Your OK Tax Amendment Status

1. Call the OK Tax Commission at (405) 521-3160.
2. Contact the OK Tax Commission

Oklahoma Refund Deadlines

A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in Oklahoma tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended Oklahoma return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional Oklahoma Tax Income Taxes Deadlines

Oklahoma Income Tax Penalties

Find out how OklahomaLate Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.

File an IRS Tax Amendment by Tax Year

Instructions on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.

Will I get a bigger tax refund in 2024?

Many taxpayers can expect a bigger tax refund on their 2023 taxes. To help you keep up with soaring inflation, the IRS is making bigger changes than usual that could save you big money on your 2023 taxes, which is the tax return you'll file in 2024.

Take control of your personal life relationships, finances, and taxes: follow the tips on this page and keep up with tax planning for next year. You can use this free Tax Refund Calculator 2023 to get a high-level understanding of your taxes.

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