State tax filing
The box is usually checked on the 511-NR if you are not required to file, but have had Oklahoma tax withheld or paid an estimated payment to the state.
Per the 511-NR instructions, except as otherwise provided for in the Pass-Through Entity Tax Equity Act of 2019, every nonresident with Oklahoma source gross income of $1,000 or more is required to file an Oklahoma income tax return.
Can you clarify how much your Oklahoma source income was for 2023? If under $1,000 and you had Oklahoma tax withheld or paid an estimated payment, then that box should be checked. Did you see the screen below when you were going through your Oklahoma return?
Regarding 561-NR, here are the property types per the instructions:
Enter the number in the box which corresponds to the type of property sold:
- 1. The sale of stock in a qualified Oklahoma corporation.
- 2. The sale of an ownership interest in a qualified Oklahoma company, limited liability company, or partnership.
- 3. The sale of qualified real property located within Oklahoma.
- 4. The sale of qualified tangible personal property located within Oklahoma.
- 5. The sale of qualified intangible personal property located within Oklahoma as part of the sale of all or substantially all of the assets of an Oklahoma company, limited liability company, or partnership or an Oklahoma proprietorship business enterprise.
- 99. For lines 2-5, enter a “99” if the net gain/loss is from the sale of more than one type of property.
Everything from your Schedule D will flow to your Oklahoma return. If it isn't an Oklahoma capital gain, you have to exclude it. You exclude it by entering the gain as zero. This should exclude it from the 561-NR. Please see the original solution in this post.
Regarding your previous post, please tell me what lines were adjusted. I deleted your forms as your social security number was visible.
