Filing in 2023: What's New
- Get Ready for taxes: What's new and what to consider when filing in 2023
- Gig Economy Tax Center
Whether it’s a full-time job or just a side hustle, taxpayers must report gig economy earnings on their tax return.
- Steps to Take Now to Get a Jump on Your Taxes Tax planning is for everyone. Get ready today to file your 2022 federal income tax return. Planning ahead can help you file an accurate return and avoid processing delays that can slow your tax refund.
- 401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500
Frequently Requested 2023 Forms
A selection of federal tax forms and instructions will be available at all Tulsa City-County Library locations.
You may also order booklets online at www.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)
Earned Income Tax 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
MyFreeTaxes is an United Way project that provides free online Federal tax filing for individuals or families with a combined income under $60,000 in 2023.
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.
The MyFreeTaxes Partnership provides free state and federal tax preparation and filing assistance for qualified individuals.
Other Forms & Helpful Information
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.
IRS Paycheck Checkup
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.
When is my tax return due?
2023 Tax returns must be postmarked by midnight
April 15, 2024.
Where do I mail my federal tax return?
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
Refunds
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.
Contact the IRS
Telephone Assistance for Individuals:
Toll-Free, 1-800-829-1040
Hours of Operation: Monday – Friday, 7:00 am – 7:00 pm
Unemployment Compensation
Frequently Requested Forms
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 2023.
- 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
Tax Rebates & Credits
Contact the Oklahoma Tax Commission
Oklahoma Tax Commission Tulsa Metro Area Location
(918) 581-2399
440 South Houston, 5th Floor
Tulsa, OK 74127
HOURS: 8:00am - 4:30pm
Toll-Free (in-state) (800) 522-8165
Tax Payer Assistance (405) 521-3160
E-file
The Oklahoma Tax Commission encourages all taxpayers to file their taxes electronically.
When is my tax return due?
2023 Tax returns must be postmarked by midnight
April 15, 2024.
Where do I mail my Oklahoma tax return?
Mail individual tax returns & form 538-S to:
Oklahoma Tax Commission
P.O. Box 26800
Oklahoma City, OK 73126-0800
Where's my refund?
Oklahoma Tax Refunds
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
Other Helpful Information
- 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 - 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.
Free Tax Assistance
**Volunteer Income Tax Assistance Program: Individuals and families with annual household income of $60,000 or less, can file for free through the IRS Volunteer Income Tax Assistance Program (VITA), facilitated by Goodwill Industries of Tulsa.
Virtual tax preparation begins February 1 for 2024 Tax Season.
You will need an email address to use the virtual service:
- Visit GetYourRefund.org/tulsa on a tablet or cellphone, or PC.
- Answer questions to enter your basic information.
- Follow prompts to take pictures to upload your identification and tax documents.
- Expect call within two days from a VITA volunteer.
VALET VITA
Taxpayers who need assistance registering and uploading their documents can use Valet VITA services at the following locations. Greeters will assist clients during the hours listed. Call (918) 581-1222 for an appointment.
- Dream Center, 200 W 46th St N; Saturday: 9am to 5pm
- Goodwill, 102 S Garnett; Tuesday-Saturday: 10am to 6pm
- Goodwill Industries of Tulsa Main, 2740 SW Blvd; Tuesday-Saturday: 9am to 4pm
- Goodwill VITA Central, 1667 S Yale, Tuesday-Thursday: 4:30pm to 8:30pm, Saturday: 9am to 4pm
- LIFE Senior Services, 5950 E. 31st; Monday-Thursday: 9am to 4pm
- Martin Regional Library (bilingual), 2601 S Garnett; Tuesday & Thursday: 1pm to 7pm and Saturday: 10am to 4pm
- Northeastern State University Broken Arrow, 3100 East New Orleans Ave, Administration Bldg, 1st floor; Wednesday & Thursday: 5pm to 9:30pm, Saturday: 10am to 3pm
- Tulsa Simmons Bank Drop-off, 1500 S Utica Ave; Tuesday-Thursday: 9am to 4pm
Life Senior Services Tax Assistance Program (TAP) offers free tax services to individuals who are 60 years or older and have a total household income of $60,000 or less. From February 6 2024 until April 15, 2024, trained and IRS-certified volunteers will be available to assist with basic income tax preparation and filing. 5950 E 31st St. Call (918) 664-9000, ext. 1189 for an appointment. The following locations have been verified for 2024.
- Broken Arrow Central Park Community Center, 1500 S Main St, Monday & Wednesday: 9am to 3pm, appointment only: call 918-500-2271
- Hardesty Library, 8316 E 93rd St, Tuesday, Thursday & Saturday: 9:30am-3pm, appointment only: call (918) 994-2829
- Owasso Community Center, 301 S Cedar St, Tuesday & Wednesday: 9am to 4pm
- Rudisill Regional Library, 1520 N Hartford, Wednesday & Thursday: 9:30am to 3pm, appointment only: call 918-924-5161
- Sapulpa Public Library, 27 W Dewey, Wednesday & Friday: 9:30am to 3:30pm, appointment only: call 918-417-6167
- Tulsa Faith Methodist Church, 7431 E 91st St, Tuesday & Wednesday: 9:30am to 3pm, appointment only: call 539-302-3718
What to Bring/Upload
- Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents on the return
- Government issued photo ID, employer ID, or school ID as proof of identification for yourself and/or your spouse. Note: If using Valet VITA service, it is recommended that for married filing joint, both spouses be present
- Proof of foreign status if applying for ITIN
- All Forms W-2 and 1099
- Information for other income
- Information for all deductions/credits
- Form 1095-A, Marketplace healthcare coverage
- A copy of last year’s tax return (not required but helpful)
- Banking information for direct deposit of refund