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Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 7221
Experience:  15years with H & R Block. Divisional leader, Instructor
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I am a Kentucky retired public school teacher and need a tax

Resolved Question:

I am a Kentucky retired public school teacher and need a tax question answered, if possible. H & ??R Block had done my taxes for several years but I thought the cost was getting excessive and I could figure my own tax returns. I noticed that between the years 2000 and 2007 I was entitled to a small refund on federal taxes each year. It usually amounted to no more that about $290 and I recieved no state tax refund, nor did I have to pay any. With my 2008 returns, I decided to use Intuit's Turbotax and file my tax returns online. When I figured my federal and state taxes, I found that I owed $269.00 in Kentucky tax and received about a $292.00 refund on my federal taxes. I am over 65 and have no other income except from the Kentucky Teachers Retirement System and am considered 87.5% state tax free. No Kentucky tax is withheld from my retirement income. I wonder if I am legally required to file a Kentucky tax return.
Thanks, XXX@XXXXXX.XXX
Submitted: 5 years ago.
Category: Tax
Expert:  Robin D. replied 5 years ago.

HelloCustomer

You may not be required to file a Kentucky return.

If you were a Kentucky resident for the entire year, your filing

requirement depends upon your family size, modified gross

income, Kentucky adjusted gross income and income from

self-employment. You must file if your modified gross income

exceeds the amount in Chart A and your Kentucky adjusted

gross income exceeds the amount in Chart B.

Chart A

Your Modified Gross

If Your Family Size is: Income is greater than:

One .......................... and .........................$10,400

Two .......................... and .........................$14,000

Three ....................... and ......................... $17,600

Four or More .......... and .........................$21,200

 

Chart B

Your Kentucky

Adjusted Gross Income

If Your Filing Status is: is greater than:

Single Person-

Under age 65 ........................ and ................. $ 3,140

Single Person-

Age 65 or over or blind ........ and ................. $ 5,140

Single Person-

Age 65 or over and blind ..... and ................. $ 6,410

Husband and Wife-

Both under age 65 ................ and ................. $ 4,140

Husband and Wife-

One age 65 or over .............. and ................. $ 5,810

Husband and Wife-

Both age 65 or over ............. and ................. $ 6,910

 

So if you did not exclude your exempt amount from the Kentucky information.

 

All pension and retirement income paid under a written retirement plan is eligible for exclusion. This includes pensions, annuities, IRA accounts, 401(k) and similar deferred compensation plans, death benefits, and other similar accounts or plans. As a

general rule, if the income is reported on the federal income tax return, Form 1040, line 15(b) or 16(b); Form 1040A, line 11(b) or 12(b); Form 4972; or is a disability retirement benefit or deferred compensation distribution reported on Form 1040,line 7 or 1040A, line 7, then it qualifies for the exclusion.

Here is a link to the instructions for your Kentucky return,

http://revenue.ky.gov/NR/rdonlyres/3A9C1166-4B2E-47FB-9084-5304B9DE1CC6/0/740P2008FINAL_SAMPLE_12309.pdf

I sincerely XXXXX XXXXX information is helpful,

Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 7221
Experience: 15years with H & R Block. Divisional leader, Instructor
Robin D. and 6 other Tax Specialists are ready to help you

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