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Level 3
posted Dec 2, 2019 12:20:55 PM

OK Form 513NR vs. 511NR 2018, which is right?

Hi,

I receive small royalties from OK but live in CO.  Previous years I have not made enough money to justify filing an OK return.  In 2018 I made enough to cover the cost OK Business state return, so I purchased TURBOTAX BUSINESS OK FIDUCIARY.  After letting TT roll the info over it did not change my taxes at all.  Was expecting TT to tell me I had some money coming from OK.

The form TT loaded is 513NR, "Non-resident Fiduciary Return of Income",  however a relative who has their returns done by a professional used Form 511NR "OK non-resident/part year Form 511NR 2018".

Before I go any further down the rabbit hole thought perhaps a good idea to ask.

 

Thank you

 

Edit: Suppose looking at this logically, I had already accounted for the Royalties earned & taxes paid on them in Schedule E on the Federal form so, maybe purchasing the Oklahoma state Trust return does Not change the outcome?

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1 Best answer
Employee Tax Expert
Dec 3, 2019 6:53:38 AM

@Oh_no 

 

Oklahoma requires nonresidents to file an a tax return if you receive Oklahoma source income of at least $1000. Form 511NR is used to report the nonresident income for individuals. Form 513NR is used for Oklahoma source income of a nonresident trust or estate.

 

Oklahoma Tax Commission

 

Oklahoma Tax Forms

2 Replies
Level 3
Dec 2, 2019 8:06:41 PM

Think I can answer my own  question: Non-resident Fiduciary is for Trusts & Estates, that is what TT wants me to use & so I did.  Did not change my taxes.

Thnx

Employee Tax Expert
Dec 3, 2019 6:53:38 AM

@Oh_no 

 

Oklahoma requires nonresidents to file an a tax return if you receive Oklahoma source income of at least $1000. Form 511NR is used to report the nonresident income for individuals. Form 513NR is used for Oklahoma source income of a nonresident trust or estate.

 

Oklahoma Tax Commission

 

Oklahoma Tax Forms