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Oklahoma Caring for Caregivers Tax Credit

Oklahoma's Caring for Caregivers Act provides a state income tax credit for family caregivers who incur expenses caring for eligible family members. The credit equals 50% of eligible caregiving expenditures, up to $2,000 per eligible family member ($3,000 if the family member is a veteran or has a dementia diagnosis). The program has an annual statewide cap of $1.5 million.

State income tax credit equal to 50% of eligible caregiving expenditures. Maximum credit of $2,000 per eligible family member, or $3,000 if the family member is a veteran or has a dementia diagnosis. Eligible expenses include hiring home care aides, respite care, adult day care, personal care attendants, and health care equipment/technology. Caregiver must have AGI under $50,000 (single) or $100,000 (married filing jointly). Care recipient must be 62+ years old and require assistance with at least 2 activities of daily living (ADLs), certified by a licensed healthcare provider, and living in a private home (not a facility). Annual statewide cap of $1.5 million.

Eligibility

  • Care recipient must have a qualifying disability
  • Care recipient age: at least 62
  • Relationship: spouse, parent, other relative

Questions to ask the program

These are questions to ask the program, not a verdict on your eligibility. Confirm the current rules directly with the program.

  • Does the person receiving care live in Oklahoma? — Residency is usually the first thing a program checks.
  • Does your relationship to the person — spouse, parent, or other relative — count for this program?
  • What are the current income and asset limits, and whose income counts?
  • Is the person receiving care in the covered age range (62 or older)?
  • What counts as a qualifying disability or level of care need, and what documentation shows it?
  • Which tax year does this apply to, and what form claims it?
  • Does your employer already offer this, and have they told staff? — Some credits are claimed by the employer, not by you — asking is the move.

Services

State income tax credit equal to 50% of eligible caregiving expenditures. Maximum credit of $2,000 per eligible family member, or $3,000 if the family member is a veteran or has a dementia diagnosis. Eligible expenses include hiring home care aides, respite care, adult day care, personal care attendants, and health care equipment/technology. Caregiver must have AGI under $50,000 (single) or $100,000 (married filing jointly). Care recipient must be 62+ years old and require assistance with at least 2 activities of daily living (ADLs), certified by a licensed healthcare provider, and living in a private home (not a facility). Annual statewide cap of $1.5 million.

How to apply

  • Complete Form 592 (Caring for Caregivers Tax Credit) and enter the total credit on Form 511-CR to claim it

Use the official program page for application details: official program page.

  • cdctc (companion): Federal CDCTC may also apply for dependent care expenses