Tax Forms & Tax Information

Get Ready for Taxes: What’s new and what to consider when filing in 2021
Information on Economic Impact Payments and changes to Charitable deductions

Steps to Take Now to Get a Jump on Next Year’s Taxes
Steps you can take now to make tax filing easier in 2021

Did You Receive Unemployment Benefits?
Unemployment benefits must be reported on your federal tax return.

You may be eligible to receive a second Economic Impact Payment. The Treasury and IRS began delivering a second round of Economic Impact Payments on December 29, 2020.

No action is required by eligible individuals to receive this second payment. The IRS reminds taxpayers that the payments are automatic, and they should not contact their financial institutions or the IRS with payment timing questions.

A selection of federal tax forms and instructions will be available at all Tulsa City-County Library locations. 

You may also ORDER booklets online atwww.IRS.gov/orderforms or by calling 1-800-829-3676 to be delivered by mail.

Tax reform provisions that affect individuals

Additional forms and publications are available at WWW.IRS.GOV.

• 1040 Form
   
• 1040-SR (Return for Seniors)
   
• 1040 Instructions

• 1040 Schedule A (Itemized Deductions)

• 1040 Schedule 1 (Additional Income and Adjustments to Income)

• 1040 Schedule 2 (Tax)
   
• 1040 Schedule 3 (Non-refundable Credits)
   
• Schedule 8812 Form - (Child Tax Credit)
   
• Schedule 8812 Instructions (Child Tax Credit)
   
• 4868 Form (Automatic Extension)
   
• 1040 Schedule EIC form (Earned Income Credit)

What is the Earned Income Credit?
The EIC (also known as EITC, earned income tax credit) is a benefit for certain people who work and have low to moderate wages. A tax credit means more money in your pocket. It reduces the amount of tax you owe and may also give you a refund.

You qualify for EITC if:

• you have earned income and adjusted gross income within certain limits; AND
• you meet certain basic rules; AND
• you either:
  • meet the rules for those without a qualifying child; OR
  • have a child that meets all the qualifying child rules for you, or your spouse if you file a joint return.

Use the EITC Assistant to find out your filing status, if your child is a qualifying child, if you are eligible, and estimate the amount of the credit you may get.

MyFreeTaxes is an United Way project that provides free online Federal tax filing for individuals or families with a combined income under $66,000 in 2018. 

Have a QUESTION while you are preparing your return? Certified tax coaches can help!

• Contact By Phone: 855-698-9435
• Contact By Email: info@myfreetaxes.com

Assistors will be answering questions from Monday-Saturday 9am to 9pm. Questions are answered in the order that they are received. Responses are provided within 24 hours; more complex questions may require additional research.

• MyFreeTaxes

  The MyFreeTaxes Partnership provides free state and federal tax preparation and filing assistance for qualified individuals.

Please note: Forms 1099, 1096, 1098, 5498, and W-2 cannot be filed with forms downloaded from the IRS site. To get copies of these forms you need to call the IRS directly at 1-800-829-3676, purchase them at an office supply store, or order them online at the IRS web site.

Forms for current and past years can be accessed at www.irs.gov/Forms-&-Pubs.

• Publication 17: 2018 Tax Guide for Individuals
   
• Interactive Tax Assistant
   
• IRS in Espanol

The Tax Cuts and Jobs Act changed the way tax is calculated.

The IRS encourages everyone to perform a quick "paycheck checkup" to ensure you have the right amount withheld.

Withholding Calculator

2020 Tax returns must be postmarked by midnight 

April 15, 2021.

If you're enclosing a check or money order, send your return to:

Internal Revenue Service
P.O. Box 931000
Louisville, KY 40293-1000

If you are not enclosing money, send your return to: 

Department of the Treasury
Internal Revenue Service
Kansas City, MO 64999-0002

Get up-to-date refund information using Where's My Refund? or the IRS2Go mobile app. 

Where's My Refund? is updated once every 24 hours, usually overnight. Refunds are generally issued within 21 days after we receive your tax return. 

Telephone Assistance for Individuals:
Toll-Free, 1-800-829-1040 

Hours of Operation: Monday – Friday, 7:00 am – 7:00 pm

• Call the IRS with Questions
   
• Locate a Tax Payer Assistance Center (by appointment only)
  844-545-5640
   
• Where to File

You may be among the millions of people who received or are receiving unemployment compensation due to the coronavirus pandemic. By law, these benefits are taxable, and must be reported on your federal income tax return.

If you get unemployment compensation, you should receive a Form 1099-G showing the amount you were paid and any federal income tax you elected to have withheld. You may request one from the Oklahoma Employment Security Commission if you do not receive one by mail.

Federal law allows individuals to choose a flat 10% withholding from these benefits to cover part or all your federal income tax liability. If you did not choose voluntary withholding, or make quarterly estimated tax payments, you may get an unexpected tax bill.

• 538-S Oklahoma Sales Tax Rebate
   
• 538-H Oklahoma Property Tax Rebate

The Oklahoma Tax Commission no longer provides paper forms to libraries or other organizations. Forms can be accessed from the OK Tax Commission website. Frequently requested forms can be accessed below.

Notice:  The Oklahoma Tax Commission is unable to mail forms to individuals or businesses.  

The forms below are for tax year 2019.  

• 511 Resident Packet
  This is the full booklet (forms, tax tables, and instructions) for the Oklahoma resident income tax return

• 511 Nonresident Packet
  This is the full booklet (forms, tax tables, and instructions) for individuals who lived in Oklahoma only part of the year.
   
• 504-I Application for Extension of Time to File an Oklahoma Income Tax Return

Frequently requested tax rebates and credits.

Oklahoma 538S Refund of Sales Tax

Oklahoma Tax Commission Tulsa Metro Area Location

(918) 581-2399
440 South Houston, 5th Floor
Tulsa, OK 74127
HOURS: 8:00am - 4:30pm

Contact by Telephone

Toll-Free (in-state) (800) 522-8165         

Tax Payer Assistance (405) 521-3160

• Mailing Address for Reports and Remittance
• Tax Commission Telephone Numbers

The Oklahoma Tax Commission encourages all taxpayers to file their taxes electronically.

• Oklahoma E-File Information

2019 Tax returns must be postmarked by midnight 

July 15, 2020.

Mail individual tax returns & form 538-s to:

Oklahoma Tax Commission
P.O. Box 26800
Oklahoma City, OK 73126-0800 

Direct Deposit:

Complete the direct deposit box on the tax return to have your refund directly deposited into your account at a bank or other financial institution.

Debit Card:

If you do not choose direct deposit, you can receive your state tax refund on an easy to use debit card, which can be used at ATMs and retail locations that accept MasterCard debit cards. In some cases an ATM fee may apply.

• How do I get my refund on a debit card?
  If you do not specify direct deposit, you will automatically receive the debit card in lieu of a refund check.
   
• How long is the card good for?
  The card will remain active for 3 years.
   
• Are there any fees associated with the card?
  If the card remains inactive for 60 day an inactivity fee of $1.50 will be applied. Also, if you use the card at an ATM, ATM charges could apply.
   
• Access answers to other frequently asked questions @  https://www.ok.gov/tax/faqs.html#c332 

Frequently requested tax rebates and credits.

• Oklahoma 538S Refund of Sale Tax
  $40

• Vision 2025 rebate
  The Vision 2025 sales tax rebate concluded in 2017.

• Publication 1
  Your rights as a tax payer
   
• Publication 17
  Your Federal Income Tax Guide
   
• State Tax Forms
  Tax forms & filing options for all 50 states
   
• Tax Records - What to Keep
   
• Choosing a Tax Professional
   
• IRS Interactive Tax Assistant
  The ITA is a tool that provides answers to several tax law questions specific to your individual circumstances.

**The IRS is currently recruiting volunteers for their 2021 Volunteer Income Tax Assistance Program.**

**Tax Counseling for the Elderly (TCE)/AARP will be providing drop-off and pick-up Tax Assistance using Asbury Methodist Church as a staging area. Volunteers will not be working one-on-one with clients, and 2021 tax services are by appointment only. Details and phone number for appointments are forthcoming.**

___________________________________________________________________________________________________

**All free tax preparation sites are closed due to COVID-19 and will not be available for 2020**

VITA Sites listed offer free tax assistance to all citizens in lower to middle+ income levels--households earning $57,000 or less.

The AARP Tax Aide program is designed for low to moderate income tax payers, however there are no age or income restrictions. 

ALL SITES OFFER ELECTRONIC FILING (E-file) using IRS provided tax preparation software. 

What to Bring to a VITA or TCE Site
To have your tax return(s) prepared at a VITA or TCE site you need to bring the following information with you:

• Proof of identification – Picture ID
• Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration or
• Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
• Proof of foreign status, if applying for an ITIN
• Birth dates for you, your spouse and dependents on the tax return
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s federal and state returns if available
• Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
• Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number) if appropriate
• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

Map of Free Tax Help in Tulsa County

 UPDATED FOR JANUARY 2020 

Tax help sites open at the beginning of February. 

Tulsa  

Tulsa City-County Library System
Access 24 hours/day 7 days/week at MyFreeTaxes

Asbury Methodist Church (AARP)
6767 S. Mingo
(918) 492-1771
Mondays, Tuesdays, Wednesdays - 1-4.30 p.m.
2/3/2020- 4/15/2020 (closed Feb. 17)
Please use East side entrance.

The Center for Individuals With Physical Challenges (VITA)
815 S. Utica
(918) 584-8607
Thursdays - 5-7 p.m.
2/5/2020-4/9/2020

Central Center at Centennial Park (AARP)
1028 E. 6th St.
(918) 596-1444
Wednesdays and Thursdays - 9:30 a.m.-3 p.m.
2/1/2020 - 4/15/2020

Goodwill (VITA)
2800 Southwest Blvd
(918) 584-7291
Saturdays - 9 a.m.-2 p.m.
2/1/2020-4/9/2020

Hardesty Regional Library (AARP)
8316 E. 93rd St.
Tuesdays, Thursdays, Saturdays - 9:30 a.m. - 3:30 p.m.
Sign in on arrival; spots are limited. Staff recommends you arrive no later than 9 a.m.
2/1/2020 - 4/11/2020 (closed Feb. 29)

Life Senior Services (VITA)
5950 E. 31st St.
(918) 664-9000
For ages 60+ with household income under $56,000
2/3/2020 - 4/15/2020
Tuesdays – Thursdays 9 a.m.-4 p.m. by appointment only, call 918-664-900

TAUW Goodwill Job Connection (VITA)
1665 S. Yale Ave.
(918) 584-7291
Mondays, Tuesdays, Wednesdays, Thursdays, Fridays - 9 a.m. - 2 p.m.
2/3/2020-4/15/2020

TULSA DREAM CENTER (VITA)
200 W 46TH St N
(918) 430-9984
Mondays & Thursdays 9 a.m. - 2 p.m.
2/3/2020-4/15/2020

YWCA (VITA)
8145 E 17th St
(918) 628-1030
Tuesdays - 9 a.m.-2 p.m.
Bilingual assistance available
2/4/2020-4/14/2020

Suburban Areas

Broken Arrow Central Park Center (AARP)
1500 S Main St., BA
(918) 259-8437
Mondays & Wednesdays - 9:30 a.m. - 4 p.m.
2/3/2020-4/15/2020

(location not verified for 2020) CARD-Broken Arrow-NSU (VITA) 
3100 E. New Orleans St., BA
NSU Library Bldg E Room 118
1/28/2019 - 4/15/2019
Appointment required, 918-486-2471

Owasso Community Center (AARP)
301 S. Cedar, Owasso
(918) 272-3903
Appointment only. Must sign up for future date & time slots on 1/24 or 1/31 from 9 a.m. - 12 p.m.

Sapulpa Public Library (AARP)
27 W. Dewey, Sapulpa
(918) 224-5624
Wednesdays & Fridays - 9:30 a.m. - 3:30 p.m.
2/5/2020 - 4/15/2020 (closed Apr. 10)