Kentucky Tax Filling
Filing Your Kentucky Taxes
It is tax season again – or for some new workers it’s a brand-new thing. Figuring out and filing your tax forms can be intimidating – but there is help. Here you will find answers, forms and more that will make your paperwork easier, faster and, one hopes, less stressful. The information below will help you determine your residency status, find the correct forms and give you other information you need to get started.
Kentucky state income tax returns for 2012 are due April 15.
Comparing Your Options in Online Tax Software
TurboTax and H&R Block are the most prominent online tax software providers for those who do their own taxes. All are useful for many types of personal and business tax filing. Each provider has its pros and cons - but we did all the work for you. Just take a look at the chart below to find the best one for your needs.
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Kentucky Tax Forms
- Kentucky Form 4972-K - Kentucky Lump-Sum Distribution Tax
- Kentucky Form 740 Booklet - Kentucky Resident Income Tax Booklet
- Kentucky Form 740 - Kentucky Individual Resident Income Tax Return (Long)
- Kentucky Form 740EZ - Kentucky Individual Resident Income Tax Return (Short)
- Kentucky Form 740NP - Kentucky Individual Part-Year and Non-resident Income Tax Return
- Kentucky Form 740NP Booklet - Kentucky Non-Resident or Part-Year Income Tax Booklet
- Kentucky Form 740-X - Kentucky Amended Individual Income Tax Return - Form 42A740-X
- Kentucky Schedule M (740) - Kentucky Federal Adjusted Gross Income Modifications - Form 42A740-M
- Kentucky Form 12A200 - Kentucky Individual Income Tax Installment Agreement Request
- 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 40A102 - Kentucky Application for Extension of Time to File Individual, General Partnership, and Fiduciary Income Tax Returns
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 2012 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 2012 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 2012 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 2012 Kentucky Income Tax Return Nonresident or Part-Year Resident Booklet above).