Oklahoma 511NR-B - Return rejected

Forum|Forum|1 year ago
April 17, 2024
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I efiled my OK return and it was rejected. This is from the reject email I received:

What happened

511NR-061 - Schedule 511NR-B, line 15 (OklahomaIncomePTE) Federal Amount Column (FederalAmount) cannot be greater than Oklahoma Amount Column (OklahomaAmount).

Line 15 is "Oklahoma income distributed by an electing PTE". I received a K-1 and the OK Schedule K-1 Equivalent showed "Distributable Federal Income" of $50,000 and "Distributable Oklahoma Income" of $10,000. These are the figures put into Line 15 for Fed and OK, respectively. There was also a statement with the K-1 which showed the same $10,000 for Royalty income & Total to Form 514, Schedule K-1 Equivalent.

The Partnership that generated the K-1 has income from several states, including OK. Therefore, the Federal amount would be higher than the OK amount.. so I'm confused as to why it was rejected. It seems like Federal must be equal to or greater than the OK amount no matter what. Do I need to enter something else into the Federal amount in order for the state to accept the e-file?

This is for an OK 2023 Form 511NR Non-Resident return.

maglib

Employee

@JamesT81 Oklahoma tax return starts with Federal income and then you adjust during the interview the amounts. Seems some how you started only with OK sourced amounts.

See https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/511-NR-Pkt.pdf

Do note:

- Except as otherwise provided for in the Pass-Through Entity Tax Equity Act of 2019, every nonresident
with Oklahoma source gross income of $1,000 or more is required to file an Oklahoma income tax return. A nonresident partner may elect to be included in a composite partnership return; see Rule 710:50-19-1.

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JamesT81Author

Thanks for the reply. My Federal return was done in TT and accepted. My OK source income from the K1 was less than my Federal source income from the K1. I also have other OK source income but the error is for the values on said line which come from amounts on K1. Im still unclear exactly why I have this error when e-filing. TT does not give me an error in the review and check process.