Kentucky individual income tax returns may be filed electronically for the 2020 tax year by utilizing the Federal/State/State Only/Multi-State Electronic Filing Program. This program allows you to file both the federal and Kentucky returns in one transmission to the IRS or to file state only/multi-state returns for Kentucky Resident returns and multiple other state returns. The Kentucky state tax data is then subsequently transmitted to the Kentucky Department of Revenue (hereafter referred to as the KDOR).
Electronically filed state returns must be transmitted to the IRS Service Center which supports that state. Currently, the Ogden IRS Service Center supports Kentucky for electronic filing. The Kentucky electronic return will be transmitted to the Ogden Service Center regardless of the location of the Electronic Return Originator (ERO).
Federal/State/State Only/Multi-State electronic filing for Kentucky returns is available to all interested parties who have been accepted into the federal electronic filing program and transmit returns to the Ogden Service Center. If you are currently certified by the IRS, the KDOR will accept you as an electronic filer for Kentucky returns under the Federal/State/State Only/Multi-State Electronic Filing program. No application form is necessary for the KDOR.
To participate in the Federal/State/State Only/Multi-State Electronic Filing program, participants must first be accepted by the IRS. For more information regarding the federal application process, see IRS Publication 1345 and IRS Publication 3112. You may also call the IRS ERO helpline at 1-866-255-0654 or visit http://www.irs.gov/Tax-Professionals/e-File-Providers-&-Partners/Become-an-Authorized-e-file-provider. The IRS will provide the KDOR with the name, address and contact information of each participant as part of the Federal/State/State Only/Multi-State program. There is no need to file an additional application with the KDOR. EROs need not reapply unless federal requirements change (as specified in IRS publication 1345).
Kentucky will allow most returns to be filed electronically if they meet the criteria set by the IRS. The following list is not all inclusive, but provides the common types of returns acceptable for electronic filing:
The following Kentucky forms are eligible for electronic filing:
Returns which are excluded or disqualified from electronic filing at the federal level may not be filed electronically at the state level. Additional state exclusions include:
***In addition to the above exclusions from Kentucky electronic filing, any income tax return reflected in the list of exclusions from federal electronic filing cannot be filed through the Federal/State Electronic Filing Program
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The Kentucky electronic file is created, released and transmitted simultaneously with the federal electronic file. The files will be transmitted to the Ogden Service Center, and the state tax data will subsequently be retrieved by the KDOR. Therefore, no additional steps are required during this stage of processing.
The presence of an electronically filed state return will be indicated by the appearance of the state's standard two letter postal abbreviation in the State column of the Electronic Filing Status system.
Once the Kentucky Department of Revenue has retrieved the state tax data, an acknowledgment is issued indicating acceptance or rejection. If you are a service bureau customer,
Returns eligible for Kentucky electronic filing will have Form 8879-K, Declaration for Electronic Filing, included with the completed return, unless the Federal Self-Select PIN program is being used and the Kentucky return is being filed jointly with Federal. Form 8879-K should be reviewed thoroughly before it is presented to the taxpayer for explanation and signature. Signatures are required of the taxpayer (and spouse, if applicable) and the ERO. If the ERO is NOT the paid preparer, then the paid preparer must also sign the form. Form 8879-K is to be signed and dated BEFORE the return is transmitted to the IRS.
Form 8879-K (along with all copies of Forms W-2, W-2G, 1099R and KY 4562) should be retained by the ERO for a minimum of (3) years.
If prior to transmitting the return, the ERO has made non-substantive changes to Form 8879-K (i.e. corrected an address, the spelling of a name, etc.), it is not necessary for the taxpayer to re-sign Form 8879-K. These changes may be made on the face of the signed Form 8879-K and initialed by the ERO. (Note: These changes should also be made to the return in
Corrections to the return which cause the Kentucky taxable income to change by more than $50, or the state refund/balance due to change by more than $14, will require a new 8879-K be completed for taxpayer signature.
If errors are found after the return has been transmitted and accepted, an amended return must be filed via the mail. Amended returns may not be filed electronically.
If an electronically filed return has a balance due, the taxpayer can pay by check, direct debit, or pay by credit card. If paying by check, Form 740-V, Kentucky Electronic Payment Voucher, should be included in the completed return. The taxpayer should be given the Form 740V with instructions to mail the voucher, along with payment in full, no later than April 18, 2021. The payment and voucher should be mailed to:
Kentucky is offering direct deposit of state refunds for tax year 2020. Refunds from Kentucky may be deposited in either the same account as the federal refund, or in a different account. Direct deposit information may be entered on federal
Taxpayers will be able to pay their 2020 Kentucky individual income tax by Mastercard or Visa credit card through April 18, 2021. Access the Department of Revenue's home page at {www.revenue.ky.gov} to make credit card payments over the Internet. Click on the KY E-TAX logo or choose Electronic Services from the menu, then click on Credit Card. If you do not have access to the Internet you may call the Department of Revenue at (502)564-4581. To make a credit card payment, the following information is needed: credit card type and number, expiration date, and the cardholder's address as it appears on the credit card billing statement.
Kentucky will begin accepting direct debit payments on tax due returns. The payment on any return filed prior to April 18th can be warehoused until that date. After April 18th, there will be no warehousing of the payment. The account will be debited when the return has completed processing. Direct debit information may be entered on federal
Taxpayers are advised to allow four weeks for the processing of electronic returns before calling the KDOR to inquire about the status of a refund. The KDOR refund information line may be reached at 502-564-1600. When calling this number, the taxpayer should be prepared to provide the social security number and the amount of refund on the face of the return.
Kentucky also allows electronic filing of estimate payments. Between and 1 and 4 estimates may be scheduled. The payment amount must be the same on all scheduled estimate payments. Those payments are sent with the return electronic file and will be withdrawn on the standard estimate due dates in April, June, September and January. Kentucky does not allow payment dates to be anything other than the due date. Once the return is accepted, the payments are scheduled and cannot be revised through our software.
Phone: 1-800-739-9998
Fax: 1-316-612-3405
Form 740-V
Electronic Filing Help Desk
1-502-564-5370
Refund Inquiry Line
1-502-564-1600
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