Get Ok Form 507 2021-2025

This guide provides clear and detailed instructions on how to complete the OK Form 507, which is used to claim an income tax refund for a deceased taxpayer. Following these steps will help ensure that users can efficiently navigate and fill out the form accurately.

Follow the steps to complete the OK Form 507 online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the tax year for which the decedent was due a refund. This is essential for processing your claim correctly.
3. Enter the name of the deceased person in the designated field, followed by their date of death and Social Security number.
4. Provide your name as the person claiming the refund and fill in your home address, including the city, state, and ZIP code.
5. Include your telephone number to ensure that any necessary follow-up communication can occur.
6. In Part 1, check the appropriate box based on your relation to the decedent. Ensure to complete Part 3 as well if you're claiming for the estate.
7. If you checked box B in Part 1, proceed to Part 2 and answer the relevant questions regarding the will and the appointment of a personal representative.
8. As you move through Part 2, ensure you answer questions 1 to 3 accurately. Provide documentation as needed, such as proof of death.
9. Finally, in Part 3, sign and date the form, confirming that the information is correct under penalty of perjury.
10. Once you have completed all sections, save your changes and prepare to download, print, or share the completed form as required.

Complete your OK Form 507 online today to efficiently claim the tax refund due.