How to apply for Oklahoma sales tax relief credit or refund (Form 538-S)

Who it's for

Oklahoma gives a yearly sales tax credit or refund to lower-income residents. The amount is $40 for each qualified exemption you claim, such as yourself, your spouse, and your dependents. You must have lived in Oklahoma for the whole year. You qualify if your total gross household income is $20,000 or less. You can also qualify with household income up to $50,000 if you or your spouse are 65 or older, you have a physical disability that is a substantial handicap to employment, or you can claim a dependent. If you file an Oklahoma income tax return, claim it on Form 511 by April 15. If you do not have to file a return, mail Form 538-S to the Oklahoma Tax Commission by June 30.

What you'll need

• Form 538-S (attach it to Form 511 if you file an income tax return)
• If claiming a disability: proof, such as proof of Social Security disability benefits or a VA service-connected disability

Where to apply

What to say when you call

"Hello, I'm calling to ask about Oklahoma sales tax relief credit or refund (Form 538-S). I'd like to know whether I may qualify, what documents I need, and whether I can apply online, by mail, by phone, or in person. I understand I may need form 538-S (attach it to Form 511 if you file an income tax return), if claiming a disability: proof, such as proof of Social Security disability benefits or a VA service-connected disability — is anything else required? What is the best next step?"

Tip: have a pen ready, ask for the person's name, and write down any case or reference number they give you.

Renewals

annual