Oklahoma

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. Content Detail

  By:

  AARP Foundation

• Earned Income Tax Credit Thresholds and Tax Law Updates

  The IRS web site gives income thresholds and information on the Earned Income Tax Credit for the current year, next year and last year. Content Detail

  By:

  IRS

  Read this in:

  Spanish / Español

• 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. Read More

  By:

  Internal Revenue Service

• Free Help with Tax Returns (OK VITA Sites)

  Need help with your Federal & State Tax Returns? Free tax help for low to moderate-income people, Seniors amd Military personnel & Families. Be sure to click on the link and read "What to Bring to a VITA or TCE Site" Content Detail

  By:

  Oklahoma Tax Commission

• Frequently Asked Tax Questions for Seniors

  Answers to common tax questions on Individual Retirement Accounts. Content Detail

  By:

  Internal Revenue Service

• 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. Content Detail

  By:

  IRS.gov

• 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. Content Detail

  By:

  National Academy of Elder Law Attorneys

• 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. Read More

  By:

  Oklahoma Tax Commission

• 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 Read More

  By:

  Oklahoma Tax Commission

• 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. Read More

  By:

  Oklahoma Tax Commission

• 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 Read More

  By:

  Oklahoma Tax Commission

• Questions & Answers When Looking For an Elder Law Attorney

  Content Detail

  By:

  National Academy of Elder Law Attorneys, Inc.

• 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. Content Detail

  By:

  Oklahoma Bar Association

• 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. Content Detail

  By:

  OK Tax Commission

• 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. Read More

  By:

  Legal Aid Services of Oklahoma, Inc.