Tax Issues for Elders
Know the Law
AARP Tax Aide - Tax Assistance for Seniors
AARP Tax Aide is a free nationwide tax counseling service targeted to people age 60 and older. Some 31,000 AARP Tax Aide counselors, trained in cooperation with the U.S. Internal Revenue Service (IRS) help approximately 1.5 million older taxpayers file their federal state and local tax returns each tax season.
Frequently Asked Tax Questions for Seniors
Answers to common tax questions on Individual Retirement Accounts.
Locate an Elder Law Attorney
The National Academy of Elder Law Attorneys certifies lawyers who have skills and experience in representing older persons in areas of the law like long term care planning, Medicare/Medicaid, and estates matters.
OK Sales Tax Claim for Credit or Refund Form
You (or your spouse) may be able to take the Sales Tax Relief or Credit if you are 65 OR disabled AND low-income. Here are the Oklahoma Tax Commission forms. Use form 538-S
OK State Property Tax Credit or Refund Form
Here are the Oklahoma Tax Commission Forms. If you are over 65 or are disabled AND low-income you can ask for a Refund of or Credit for your Property Taxes paid. Fill out form 538-H
Seniors Citizens Handbook
This Handbook is a project of the Oklahoma Bar Association Young Lawyers Division (OBA/YLD). Its purpose is to be an easy-to-read guide for senior citizens to use in their daily activities. This Handbook is intended to be only an introduction to issues of concern to seniors.
Tax Counseling for the Elderly
The Tax Counseling for the Elderly (TCE) Program provides free tax help to people with low-to-middle income with special attention to those aged 60 and older.
Free Tax Return Preparation for Qualifying Taxpayers
The IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.
Seniors Citizens Handbook
This Handbook is a project of the Oklahoma Bar Association Young Lawyers Division (OBA/YLD). Its purpose is to be an easy-to-read guide for senior citizens to use in their daily activities. This Handbook is intended to be only an introduction to issues of concern to seniors.
AARP Tax Aide - Tax Assistance for Seniors
AARP Tax Aide is a free nationwide tax counseling service targeted to people age 60 and older. Some 31,000 AARP Tax Aide counselors, trained in cooperation with the U.S. Internal Revenue Service (IRS) help approximately 1.5 million older taxpayers file their federal state and local tax returns each tax season.
Tax Filing Season starts Mid-February
It's time to think about getting information together and filing your tax returns.
Locate an Elder Law Attorney
The National Academy of Elder Law Attorneys certifies lawyers who have skills and experience in representing older persons in areas of the law like long term care planning, Medicare/Medicaid, and estates matters.
IRS Letter - Understanding the Notice
Don't panic if you get a letter from the IRS! Check this page to see what the Notice Number really means and what you should do.
Five Important Tax Credits
Check it out! You might be eligible for a tax credit. A tax credit is a dollar-for-dollar reduction of taxes owed. Some credits are even refundable. That means you might receive a refund rather than owe any taxes.
OK Sales Tax Claim for Credit or Refund
You may be able to claim a tax credit or get a refund for Oklahoma Sales Taxes you paid.
OK State Property Tax Credit or Refund
Many low income Oklahomans will be eligible to recieve a Property Tax Refund or Credit. If you receive are 65 years of age or oder, or are totally disabled and a head of household AND are a resident of Oklahoma all year, you may be eligible to receive a Property Tax Credit for Oklahoma. You must also not have gross income of more than $12,000. You must file a form 538-H with the Tax Commission. Link to the form and instructions and read the qualifications.
Tulsa County Sales Tax Rebate (Vision 2025)
Through 2017, the Vision 2025 sales tax will be collected and contains an annual tax rebate to residents (must have been residents for the full calendar year) of Tulsa County aged 65 or older. One rebate per household of $18.00. You can file online or print a form to mail.
Oklahoma Find A Lawyer
As a community service, the OBA does provide a directory of its attorney members who have given their permission to have their names published in the Oklahoma Find A Lawyer directory at Oklahoma Find A Lawyer. There you can search by both geographic area or by a lawyer's practice area.
