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Form 511CR Fillable Schedule for Other Credits
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Affidavit cancer Credit for Manufacturers of Small Wind Turbines educationalimprovement Eligible independentbiomedical Qualifiedrailroad Rural scholarship granting $1 000 $1 000 $100 000 $12 500 $2 000 $25 000 $4 000 $5 000 ($2 000 ($2 000 (405) (A + B = C) (A + B) (COFT) (enclose COFT s Form (enclose Form 520) 6 (enclose Form 526 A) 15 (enclose Form 527 A) 5 (enclose Form 563) 30 (enclose Form 564) 33 (enclose Form 565) 34 (Form (IECC) (If completing multiple Forms 567 A; enter the totalamounts from all Part 1 Section A line 3 ) 3a (IRC) (OCIB) (OTC) (SBA) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) (text) * Note: The credit has an overall cap If 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 00Not Applicable 00 Not Applicable 1 2009 1 2020 if the credits were obtained from the person who originally entered into such an agreement or by a subsequent 1 Oklahoma Investment/New Jobs Credit 1 Oklahoma Investment/New Jobs Credit(enclose Form 506) 1 10years 15 101 16 Credit for Electricity Generated by Zero Emission Facilities 17 Credit for Financial Institutions Making Loans Under the Rural Economic Development Loan Act 2 000 2 503 1j) 2 Coal Credit 2 20 Poultry Litter Credit 2014 Form 511CR page 3 (Do not mail pages 3 8 with your income tax return) 2014 Form 511CR page 4 2014 Form 511CR page 5 2014 Form 511CR page 6 2014 Form 511CR page 7 2014 Form 511CR page 8 21 Volunteer Firefighter Credit 22 Credit for Qualified Biodiesel Facilities 23 Film or Music Project Credit 2357 100 2357 101 2357 102 2357 104 2357 11 2357 13 2357 1A 2 2357 203 2357 206 2357 22 2357 25 2357 26 2357 27 2357 30 2357 301 2357 302 2357 303 2357 304 2357 32A 2357 32B 2357 34 2357 4 2357 40 2357 401 2357 402 2357 41 2357 41 The credit is to be equal to the amount of the Federal rehabilitation investment credit allowed under the Internal 2357 45 2357 46 2357 47 2357 59 2357 60 2357 65 2357 66 2357 67 2357 71 2357 76 2357 81 2358 7 2370 1 2370 3 24 Credit for Breeders of Specially Trained Canines 25 Credit for Wages Paid to an Injured Employee 26 Credit for Modification Expenses Paid for an Injured Employee 27 Dry Fire Hydrant Credit 28 Credit for the Construction of Energy Efficient Homes 29 Credit for Railroad Modernization 3 Credit for Investment in a Clean Burning Motor Vehicle Fuel Property 30 Research and Development New Jobs Credit 31 Credit for Stafford Loan Origination Fee(availableforbanksandcreditunionsfilingForm512) 32 Credit for Biomedical Research Contribution 33 Credit for Employees in the Aerospace Sector 34 Credits for Employers in the Aerospace Sector 37 Credit for Cancer Research Contribution 38 Oklahoma Capital Investment Board Tax Credit 39 Credit for Contributions to a Scholarship Granting Organization 4 Credit for Investment in Qualified Electric Motor Vehicle PropertyA 40 Credit for Contributions to an Educational Improvement Grant Organization 5 Small Business Capital Credit 501(c)(3) 5085 7 511CR 511CR 511CR 512) 31 520for 526 A 527 A 54006 567 A 572 along with an OTC acknowledgment of credits earned The transferee shall enclose these same forms with the Form 6 Oklahoma Agricultural Producers Credit 601 8862 7 5 cents 710:50 710:50 15 103 710:50 15 104 710:50 15 105 710:50 15 106 710:50 15 107 710:50 15 108 710:50 15 109 710:50 15 111 710:50 15 112 710:50 15 113 710:50 15 114 710:50 15 115 710:50 15 19 710:50 15 74 710:50 15 76 710:50 15 81 710:50 15 84 710:50 15 85 710:50 15 87 710:50 15 92 710:50 15 94 710:50 15 95 710:50 15 97 710:50 15 98 710:5015 a copy of the transfer agreement and OTC acknowledgement Note: This A Credit for Breeders of Specially Trained Canines that was established in a prior year but not used due to the limitations A Credit for Commercial Space Industries that was established in a prior year but not used due to the limitations provided A Credit for Manufacturers of Small Wind Turbines that was established in a prior year but not used due to the limitations A Credit for Stafford Loan Origination Fee that was established in a prior year but not used due to the limitations provided A credit is allowed for the electronic funds transfer fee paid pursuant to the Drug Money Laundering and Wire Transmit A Dry Fire Hydrant Credit that was established in a prior year but not used due to the limitations provided may be car A Poultry Litter Credit that was established in a prior year but not used due to the limitations provided may be carried over A Small Business Capital Credit that was established in a prior year but not used due to the limitations provided may be A Small Business Guaranty Fee Credit that was established by a small business in a prior year but not used due to the above accept accreditingassociation acknowledgement acknowledgement acknowledgment acknowledgmentof Act 17 activityis additional adjustment Administration aerospace Aerospace affected affiliated afive after after after after after after after January 1 2009 who has been awarded an undergraduate or graduate degree in engineering and who was notemployed as a full time engineer in the aerospace sector in Oklahoma immediately preceding current employment The afterJanuary against agency only the transferor originally allowed the credit and not any subsequent transferee of the credit will be held liable agreed agreement agreement agreement agreement agreement allocated allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed allowed but not used will have a four year carryover provision A copy of the canceled check or receipt must be provided alloweda along along amount amount amount amount amount amount amount amount annually amountcontributed amountequal amountfor amountpaid amounts An ethanol facility that established the 20 cent per gallon credit on or before December 31 2010 may claim the credit for An Oklahoma Agricultural Producers Credit that was established in a prior year but not used due to the limitations pro andamount andprior andRule anInjured aninvestment annual annual annually Any credit earned but not used based upon activity occurring on or after January 1 2014 may be partially refundable anytaxpayer applicable appropriateline asprovided Attention members of pass through entities: Enter attributable average banks based based on either an investment in depreciable property of at least $50 000 or on the addition of full time equivalent employees basic became beclaimed before before before beginning being between biodiesel biomedical Biomedical board Board business Business Business businessentity businesses businesses but not used due to the limitations provided may be carried over The unused credit may be carried over for a period not butnot calculation cancer Cancer Capital Capital Capital Care Programs 9 carried carried carried carried carried carried carried carried carried carried carried carried carried carried carried carried carried carried Carried Over from carryover carryover carryover carryover carryover carryover carryoverprovision certain Certificate Certificate Certification certified certified certified certifies charges Child Child Child Care Services 10 citizens claim claim claimed claimed claimed claimed claimed claimed claimed claiming Class clean burning close Coal Credit Codesection Column A all Column B all Commission Commission Commission commitment company compensable compensation compensationpaid completed comply computation conditions conducting consecutive Conservation construction contact contracting contracting contractor contractor in contribute contribution contribution Contribution contributions Contributions contributors cooling costs coursework of a public school but enhances the curriculum or academic program of the school or provides early childhoodeducation programs to students Any credit allowed but not used will have a three year carryover provision If claiming the created Credit Credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit Credit 38 Credit Established Credit for Breeders of Specially Trained Canines 24 Credit for Commercial Space Industries Credit for Commercial Space Industries 11 Credit for Contributions to a Scholarship Granting Credit for Employers Providing Child Care ProgramsA Credit for Entities in the Business of Providing Child Care ServicesEntities Credit for Financial Institutions Making Loans Credit for Investment in a Clean Burning MotorVehicle Fuel Property (enclose Form 567 A) Credit for Manufacturers of Electric Vehicles Credit for Manufacturers of Small Wind Turbines 18 Credit for Qualified Ethanol Facilities Credit for Qualified Recycling FacilityA Credit for Qualified Rehabilitation Expenditures Credit for Stafford Loan Origination Fee Credit for Tourism Development or Qualified Media Production FacilityA Credit from Form 567 A Part 1 Section A line 3 Credit from Form 567 A Part 4 line 4 3b credit; credit; include employee name social security number eligible wages paid and the number of days for which the eligible creditallowed creditclaimed Creditor credits credits credits credits credits credits credits Credits Credits generated prior to January 1 2014 may be freely transferable at any time during the 10 years following the December deduction defined degree denied Department depreciable designed Development Development Development Development Development directly directors disallowed document documentation donated donation donation doors; Dry Fire Hydrant Credit 27 dueto during during during During CurrentTax Year duties eachof earlier earned earned earned Economic Economic education Education; educational efficient Efficient eight electedto election election election election electric Electric electricity Electricity electronic eligible eligible eligible eligible eligible eligible eligible Eligible employed employee employee employee employee employee employee employee employee Employee 25 Employee 26 employee s employees employeesand administrative staff and receive at least $15 million in National Institute of Health funding each year Any credit employeewho employer employer employer employer Employers Employers enable enclose Enclose Enclose Enclose Enclose Enclose Enclose Enclose Enclose Enclose this form and supporting documents with your Oklahoma tax return 511CRFORMSocial Security Number: enclosed ending ending Energy energy Energy Energy EnergyServices engaged engaged in manufacturing processing or aircraft maintenance A web search portal establishment may also qualify engineering enrollment enter Enter Enter Enter the number of Form(s) 567 A enclosed entered Enterprise entities Entities entitled equal equal equal equipment equipmentor established established established established established established established established established Establishes Establishes Establishes estimated estimated ethanol Ethanol event event evidence examiner example: exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed exceed$1 000 exceed$10 000 exceedthe Except excess excluding exempt exempt exemption exercisable exercise exercised existing expended expenditures expenditures Expenditures expenses expenses expenses expenses expenses explanations extensions extent extent exterior extracted extracting facilities Facilities Facilities Facilities) facility facility Facility Failure Federal EmployerIdentification Number: filed filing filing filing filing filing filing filing Film or Music Project Credit (enclose Form 562) 23 financial Firefighter Firefighter first first fiscal five year five year fiveyear fiveyears focus following following following following following following for the credit based on an investment in depreciable property of at least $50 000 The credit once established is also Form569 Formation forms forthe freely freely freely freight funding funds further gallon generate generated generated Generated government graduate graduated grant Grant granted grants guaranty hasincurred heating Higher historic Homes Human identifiable improvement improvement Improvement in which the credit may be claimed The credit is freely transferable to subsequent transferees upon the issuance of a Incentive include includes including including income income increase incurred incurred incurred incurred independent independent indicate individual individuals initial injured Injured injury innovative innovative educational program is an advanced academic or academic improvement program that is not part of the regular institute institute institute institution institution institution institutions instruction insulation Internal Internal International investment Investment Investment Investment/New investments investments investments investments is $0 0050 per kilowatt hour Credits may be claimed during a ten year period following the date the facility is placed issued January January January January joint joint kilowatt hours later leads leased least legal level Leverage light limit limitation limitations limitations limitations limitations: limitationsprovided limited Local located located in this state For facilities placed in operation on or after January 1 2007 the credit for the electricity generated loss; maintained makes makes manufacturer s Manufacturers Manufacturers manufacturing operations in Oklahoma An additional credit is allowed for Oklahoma mined coal purchased married married materialor maximum may not have been employed as a full time engineer in the aerospace sector in Oklahoma immediately precedingemployment maybe maybe means means means meansan Media Media Production Facility 12 medical medical medical metal million mined mining Modernization 29 modification modification Modification modify month month months months motor Motor multiple music Name as shown on return: Name as shown on return: Social Security/Federal Employer Identification Number: nameand national necessary Network nonprofit not for profit Note: This Notice notify November November number number Number of Form(s) 567 A obtain occurred ofcredits ofForm ofthe Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Oklahoma Agricultural Producers Credit Oklahoma Local Development and Enterprise Zone Incentive Leverage Act Credit operation order order organization organization organization organization organization organization organization Organization originally originally originally orvisit OSSec OSSec other Other Credits Form Other Credits Information Other Credits Information Other Credits Information outside partially pass through payment payment payment payroll payroll eligible for the credit The credit may be claimed for any number of years necessary until the total amount of credits peer reviewed percentage percentage period period period period period period period period period period period period period permit person perton physician placed Poultry Litter Credit 20 power prepayment prepayment price primarily primarily primary principal prior prior prior prior prior prior prior Prior Year(s) private produced producedafter producing production production production profit program programs Programs project promulgated proof property property property property provided provided provided provided provided provided provided provided provider provides Providing Providing provision provision provision provision provision provision public publish purchased pursuant pursuant qualification qualification qualification qualification Qualified qualified qualified qualified qualified qualified qualified qualified qualified qualified Qualified Qualified Qualified qualifiedexpenditures qualify qualify questions railroad railroad s railroadinfrastructure including track roadbed bridges industrial leads and track related structures or 2) new construction ofindustrial raising rating reached reachedmaximum receipts receive received receives recognized reconstruction reconstruction recycling reduce reduced reduced refundable registered rehabilitation reimbursed reimbursement reinvest repay replacement replacement reported request required enclosures research research research Research Research residential residential Residential restricted result result return return) return) Revenue Revenue Review Rule710:50 15 107 Rule710:50 15 99 Rural Rural Rural Small Business Capital CreditA schedule schedule scholarship granting scholarship granting school schools Sec 2357 11 (B) provides a coal credit for the purchase of Oklahoma mined coal to businesses providing water heat secondary Sector sector security See instructions for details on qualifications and see instructions on page 5) 21 service services shall shall shall shall shall shall shallhave share should shouldbe showing showing sidings signatures signedCouncil single skylights; Small Small Small Business Capital Credit Small Business Guaranty Fee Credit(enclose Form 529) 7 Small Business Guaranty Fee CreditAny social sold disposed of or transferred Any credit allowed but not used may be carried over in order to each of the four years solely specific specified specified spurs square standards Starprogram State state A valid permit issued by the Oklahoma Department of Mines must be held The credit provided in this paragraph will State of Oklahoma State s statute Statutes Statutes sticker structure subject subject subsequent subsequent subsequent years if the level of new employees is maintained Any credit allowed but not used may be carried over in or subsequently supplement supplements supporting switches system system; tax exempt taxable taxable taxableincome taxation taxpayer taxpayer taxpayer taxpayer taxpayer taxpayer taxpayer taxpayer taxpayers The amount of credit shall be limited to the product of $2 000 and the number of miles of railroad track owned the amount of the gross wages paid to the employee beginning when the employee returns to work with restricted duties the standard of cancer clinical care in Oklahoma through peer reviewed cancer research and education as its primaryfocus; be either an independent research institute or a program that is part of a state university which is a member of The the transfer agreement Form 572 along with an OTC acknowledgment of credits earned For each home enclose proof the transfer agreement Form 572 along with an OTC acknowledgment of credits earned If you are the transferee enclose the2003 theamount Thecredit thefinancial theinitial their theOklahoma Child Care Facilities Licensing Act The credit will not be allowed for any amounts for which the entity claims there thereafter these thetransfer thetransferee those those three three three year through times Title toany toexceed tools tools total total total Total (add lines 1 through 40) 41 Total Allowable Total Available Tourism Training s transfer transfer transfer transfer transfer transferable transferable transferee transferee transferee Transferees transferred transferred transferredto Transportation treating tuition twenty year under under under under unions unrelated unused unused unused unused unused unused unused unused Unused Credit useddue utilized vehicle Vehicle Property (placed in service before July 1 2010) 4 Vehicles Vehicles 36 vided Volunteer wages Wages was established in a prior year but not used due to the limitations provided may be carried over The unused credit may be website which which which which which which which which which which distributes scholarships so an eligible student or an eligible special needs student can attend an elemen whichcontributes whose windows Wire Transfer Fee Credit Wire Transfer Fee Credit 35 with this return for 3a and 3b within workplace would written www coft oklahoma org year Any credit allowed but not used will have a four year carryover provision A copy of the canceled check or receipt year; year2010 years years years years years years years years years years years years years years years years years years years zero emission Zero Emission ZoneIncentive Leverage Act Credit 13