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New Member
posted Jun 1, 2019 6:21:39 PM

Turbo Tax did not file Oklahoma Form 538-S, Claim for Credit or Refund of Sales Tax for 2018. How can we get it done?

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1 Best answer
Level 13
Jun 1, 2019 6:21:40 PM

The Form 528-S calculates the credit or refund of sales tax. To be eligible to file, all of the following requirements must be met:

*The taxpayer is an Oklahoma resident.

*The taxpayer lived in Oklahoma for the entire year.

*The taxpayer did NOT receive Temporary Assistance for Needy Families (T.A.N.F.) for any month in the tax year.

*The taxpayer's gross household income for the year does not exceed 20,000.

*Or the taxpayer's gross household income for the year does not exceed 50,000 and one of the following 3 items applies:

1. The taxpayer can claim an exemption for a dependant.

2. The taxpayer or spouse is 65 years of age or older by 12/31/2018.

3. The taxpayer has a physical disability constituting a handicap to employment (proof must be provided.)


***if you pass the above requirements and you are sure that the 538-S was not part of your filed return, then you can go to this link (https://www.ok.gov/tax/documents/538-S-18.pdf), downloaded the form and the instructions, complete the form using data from your federal and Oklahoma returns, and mail it. NOTE, if you have to file an Oklahoma return (and I guess you do since you are using TurboTax), you must mail this form before April 15th (unless you were granted an extension of time to file). Add a note that this form was accidentally not included with your return.

1 Replies
Level 13
Jun 1, 2019 6:21:40 PM

The Form 528-S calculates the credit or refund of sales tax. To be eligible to file, all of the following requirements must be met:

*The taxpayer is an Oklahoma resident.

*The taxpayer lived in Oklahoma for the entire year.

*The taxpayer did NOT receive Temporary Assistance for Needy Families (T.A.N.F.) for any month in the tax year.

*The taxpayer's gross household income for the year does not exceed 20,000.

*Or the taxpayer's gross household income for the year does not exceed 50,000 and one of the following 3 items applies:

1. The taxpayer can claim an exemption for a dependant.

2. The taxpayer or spouse is 65 years of age or older by 12/31/2018.

3. The taxpayer has a physical disability constituting a handicap to employment (proof must be provided.)


***if you pass the above requirements and you are sure that the 538-S was not part of your filed return, then you can go to this link (https://www.ok.gov/tax/documents/538-S-18.pdf), downloaded the form and the instructions, complete the form using data from your federal and Oklahoma returns, and mail it. NOTE, if you have to file an Oklahoma return (and I guess you do since you are using TurboTax), you must mail this form before April 15th (unless you were granted an extension of time to file). Add a note that this form was accidentally not included with your return.