Tax Forms & Tax Information

New Exclusion of up to $10,200 of Unemployment Compensation
If your modified adjusted gross income (AGI) is less than $150,000, the American Rescue Plan enacted on March 11, 2021, excludes from income up to $10,200 of unemployment compensation paid in 2020, which means you don’t have to pay tax on unemployment compensation of up to $10,200. If you are married, each spouse receiving unemployment compensation doesn’t have to pay tax on unemployment compensation of up to $10,200. Amounts over $10,200 for each individual are still taxable. If your modified AGI is $150,000 or more, you can’t exclude any unemployment compensation.

Important reminders before filing 2020 tax returns
Following an unpredictable year with many changes and challenges, the Internal Revenue Service shares important reminders for taxpayers who are about to file their 2020 federal tax returns.

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

Find the latest updates on Coronavirus Tax Relief and Economic Impact Payments here.

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 

June 15, 2021.

**Victims of winter storms that began February 8, 2021 now have until June 15, 2021, to file various individual and business tax returns and make tax payments.**

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

2020 Tax returns must be postmarked by midnight 

June 15, 2021.

**Oklahoma Tax Commission extends Oklahoma income tax filing date to July 15, 2021**

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.

**Volunteer Income Tax Assistance Program: Individuals and families with annual household income of $57,000 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 2021 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.

• VITA Central (Feb 1, 2021 - June 15, 2021), 1667 S Yale Ave., Monday-Saturday, 9 a.m. to 2 p.m.

• Neighbors Along the Line, 5000 Charles Page Blvd., Monday, 2 p.m. to 7 p.m. (call 918-584-1111 for appointment)

• South Tulsa Community House, 5780 S Peoria Ave., Monday, 1 p.m. to 4 p.m. (9 a.m. to 11:30 a.m. by appointment, call 918-742-5597)
   
• TULSA DREAM CENTER, 200 W 46th St. N, Mondays & Thursdays 9am-4pm (call 918-430-9984 for appointment)

Tax Counseling for the Elderly (TCE)/AARP will be providing drop-off and pick-up Tax Assistance at one Tulsa location only, using Asbury Methodist Church (6767 S Mingo) as a staging area. Volunteers will not be working one-on-one with clients, and 2021 tax services are by appointment only (918-553-0110).**

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 $57,000 or less. From February 11, 2021 until April 15, 2021, trained and IRS-certified volunteers will be available to assist with basic income tax preparation and filing. 5950 E 31st St., Monday-Thursday 9 a.m. to 3 p.m., Friday 9 a.m. to 1 p.m. By appointment only, (918) 664-9000, ext. 1189.

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