Kentucky Tax Filing
How to File Your Kentucky Taxes
Do you live in Kentucky? Then make sure you check our great information on how to file taxes in Kentucky.
The biggest pension exclusion is $41,110 for people who get railroad retirement benefits or who worked in local, state, or federal government and retired.
The low-income credit was replaced by the family-size credit. The income requirements range between $10,830 and $22,050 depending on the number of family members (from 1 to 4 or more).
State income taxes are due on April 15th.
Online Tax Software: Compare Them Here
Believe it or not, there is a way to make doing your taxes a little less of a chore. You can prepare and file them online right from the comfort of your home using special tax preparation software - it’s easy, quick and often free.
There are dozens of tax software vendors out there, but we did all the legwork for you and narrowed the list down to two best options: e-File.com and Credit Karma.
e-File.com also offers FREE state income tax filing for Kentucky, so make sure to check if you’re eligible.
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Kentucky Tax Forms
- Kentucky Form 40A102 - Kentucky Application for Extension of Time to File Individual, General Partnership, and Fiduciary Income Tax Returns
- Kentucky Form 740-X - Kentucky Amended Individual Income Tax Return - Form 42A740-X
- Kentucky Form 40A100 - Kentucky Application for Refund of Income Taxes
- Kentucky Form 740-NP-R - Kentucky Income Tax Return Nonresident-Reciprocal State - Form 42A740-NP-R
- Kentucky Form 12A200 - Kentucky Individual Income Tax Installment Agreement Request
- Kentucky Schedule M (740) - Kentucky Federal Adjusted Gross Income Modifications - Form 42A740-M
- Kentucky Form 740NP Booklet - Kentucky Non-Resident or Part-Year Income Tax Booklet
- Kentucky Form 740 Booklet - Kentucky Resident Income Tax Booklet
- Kentucky Form 740EZ - Kentucky Individual Resident Income Tax Return (Short)
- Kentucky Form 740 - Kentucky Individual Resident Income Tax Return (Long)
- Kentucky Form 740NP - Kentucky Individual Part-Year and Non-resident Income Tax Return
- Kentucky Form 4972-K - Kentucky Lump-Sum Distribution Tax
Determine Your Residency Status
The amount of your taxes depends on your residency status, so check below to see which category you fall in.
You Are a Resident of Kentucky
If you had your permanent home in Kentucky during the whole past tax year, you are a Kentucky resident. In this case, if you exceed the limit set by the state (see the Form 740 instructions in the 2019 Kentucky Individual Income Tax Forms Booklet which you can download above), you need to file a tax return with Kentucky. If you are a Kentucky resident, the state will tax any income you make, regardless of the source (in or out of Kentucky).
To file your resident tax return, use Form 740 or Form 740EZ. You will need to include your federal tax return along with your Kentucky return. For other information, see the Form 740 instructions in the 2019 Kentucky Individual Income Tax Forms Booklet which you can download above.
You Are a Part-Year Resident of Kentucky
If you had your permanent home in Kentucky for only a part of the previous tax year, you are a part-year resident of Kentucky.
In this case, see the “You Are a Resident of Kentucky” or “You Are a Resident of Kentucky Who Works in a Different State” sections in order to find out how to submit your tax return for the time when you were a resident of Kentucky (during this period, Kentucky taxes all your income, no matter where they come from).
For the period when you were a nonresident (during this period Kentucky taxes all your income made from Kentucky sources), see the “You Are a Nonresident Working in Kentucky” or “You Are a Nonresident Who Sold Property in Kentucky” sections.
You Are a Kentucky Resident Who Works in a Different State
If you reside in Kentucky and earned income in a different state, and that state taxed you, you may be eligible for a tax credit from Kentucky in order to avoid dual taxation. Find out more information in the Form 740 instructions in the 2019 Kentucky Individual Income Tax Forms Booklet which you can download above.
You Are a Nonresident Who Worked or Sold Property in Kentucky
If you did not have your home in Kentucky for the whole past tax year, you have a nonresident status in Kentucky. In this case, and if your gross income exceeded the amount permitted for your family size, you will have to file a nonresident return on money that came from a source in Kentucky (property sales included). To do that, use Form 740NP (which can be found in the 740NP instructions in the 2019 Kentucky Income Tax Return Nonresident or Part-Year Resident Booklet above).