OK - Form 511TX Credit for Taxes Paid to Another State 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name(s) as shown on Form 511 or Form 511NR in the designated field.
3. Input your Social Security Number(s) accurately to ensure proper identification.
4. If you have paid taxes to more than one state, remember that a separate 511TX must be completed for each state, along with copies of the other state's return and W-2s.
5. Fill out Line 1 with the total income from personal services taxed by both Oklahoma and the other state. Exclude any non-compensation income.
6. On Line 2, enter your Oklahoma Adjusted Gross Income from Form 511 or Form 511NR.
7. Calculate the percentage limitation on Line 3 by dividing Line 1 by Line 2; this cannot exceed 100%.
8. Complete Line 4 with your Oklahoma Income Tax amount from Form 511 or Form 511NR.
9. Multiply the amount on Line 4 by the percentage from Line 3 and enter it on Line 5 as your Limitation Amount.
10. On Line 6, specify the tax paid to another state attributable to income reported on Line 1, excluding withholding amounts.
11. Finally, enter the lesser of Line 5 or Line 6 on Line 7 and ensure all required documents are attached before submission.

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