Fill Out Your Kentucky 740 X Form Open Form

Fill Out Your Kentucky 740 X Form

The Kentucky 740 X form serves as an amended individual income tax return for residents of Kentucky, allowing taxpayers to correct errors or adjust their previous filings for the years 2005 through 2016. This form is essential for ensuring that tax obligations are accurately reported and that any potential refunds or liabilities are properly calculated. Understanding how to navigate this form can significantly impact a taxpayer's financial standing and compliance with state tax regulations.

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The Kentucky 740 X form serves as a crucial document for individuals who need to amend their previously filed state income tax returns for the years 2005 through 2016. This form is specifically designed to address changes in income, deductions, and tax liabilities that may have been overlooked or misreported in the original filings. Taxpayers can select their filing status, whether single or married, and indicate whether they are submitting an original or amended return. The form requires detailed information about adjusted gross income, itemized or standard deductions, and various tax credits, including business incentive credits and personal tax credits. Additionally, it provides sections to explain any discrepancies in personal tax credits or family size claims, ensuring that all adjustments are transparently documented. By completing the Kentucky 740 X form, individuals can rectify errors, potentially resulting in refunds or adjustments to their tax obligations, thereby reinforcing the importance of accuracy in tax reporting.

Kentucky 740 X Example

740-X

*1700030008*

 

 

42A740-X (11-17)

AMENDED

 

Department of Revenue

 

 

KENTUCKY INDIVIDUAL

 

 

 

 

 

For calendar year or

 

 

INCOME TAX RETURN

20___

 

 

 

For fiscal year beginning __________ , ______ , and ending __________ , ______

2005 THROUGH 2016

 

 

 

 

 

Filing Status: Check only one block.

 

Original Amended

1.

Single

2.

Married, filing separately

 

on this combined return

3.

Married, filing joint return

4.

Married, filing separate

 

returns. Enter spouse’s

 

name and Social Security

 

number as it appears on

 

separate return.

ä

 

Spouse’s Social Security No.

 

Your Social Security No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last Name

First Name (Joint or combined return, give both names and initials.)

 

 

 

 

 

 

 

Mailing Address

Number and Street including Apartment Number or P.O. Box

 

 

 

 

 

 

 

 

City, Town or Post Office

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

INCOME AND DEDUCTIONS

 

I—As Originally

II—Net Change Increase

III

 

Reported or Adjusted

or Decrease (see p. 2)

Correct Amount

 

 

 

 

 

 

 

 

1.

KENTUCKY ADJUSTED GROSS INCOME (Form 740 or 740-EZ)

 

 

 

 

 

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

2.

ITEMIZED DEDUCTIONS / STANDARD DEDUCTION

 

 

 

 

 

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

3.

TAXABLE INCOME

 

 

 

 

 

 

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

TAX LIABILITY

 

 

 

 

4.

Enter tax from Form 740, line 14 or Form 740-EZ, line 4.

 

 

 

 

 

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

5.

Business Incentive Credits.

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

6.

Personal Tax Credits.

Column A, Spouse

 

 

 

 

 

Column B, Yourself (or Joint)

 

 

 

7.

Subtract lines 5 and 6

Column A, Spouse

 

 

 

 

from line 4.

Column B, Yourself (or Joint)

 

 

 

8.

Add line 7, Columns A and B and enter here

 

 

 

9.

Family Size Tax Credit

 

 

 

10.

.................................................................Education Tuition Tax Credit

 

 

 

11.

.......................................................Child and Dependent Care Credit

 

 

 

12.

RESERVED

 

 

 

13.

.......Income Tax Liability. Subtract lines 9, 10, 11 and 12 from line 8

 

 

 

14.

Kentucky Use Tax

 

 

 

15.

Total Tax Liability

 

 

 

PAYMENTS AND CREDITS

16.Kentucky Income Tax Withheld............................................................

17.Kentucky Estimated Tax Payments......................................................

18.Refundable Kentucky Corporation Tax Credit (KRS 141.420(3)(c))....

19.Refundable certified rehabilitation credit (KRS 141.382(1)(b))..........

20.Film industry tax credit (KRS 141.383)................................................

21.Amount paid with original return, plus additional payments made after it was filed

22.Total of lines 16 through 21, Column III ..............................................................................................................................................................

REFUND OR AMOUNT DUE

23.Overpayment, if any, shown on original return, Form 740 or Form 740-EZ...........................................................

24.Subtract line 23 from line 22 and enter the result....................................................................................................

25.If line 15, Column III, is more than line 24, enter amount due ................................................................................

26.Compute interest on the amount due from the due date until paid. Use Interest Rate

Chart on Page 2, Part IV when calculating interest..................................................................................................

27.Add lines 25 and 26. Pay in full with this return .......................................................................................................

28.If line 15, Column III, is less than line 24, enter refund to be received ...................................................................

N F

Form 740-X (11-17)

*1700030009*

Page 2

 

 

 

 

PART I – TAX CREDITS

(This section must be completed for any increase or decrease in the number of personal tax credits claimed

 

on original return)

 

1.Number of personal tax credits claimed on original return (Form 740, Section B, lines 3A and 3B)

2.Number of personal tax credits claimed on this return..........................................................................................................

3.Difference.....................................................................................................................................................................................................................

Explain any difference in detail below. Include name and Social Security number.

PART II – FAMILY SIZE TAX CREDIT (This section must be completed for any increase or decrease to Total Family Size claimed on original return.)

4.

Total Family Size claimed on original return

1

2

3

4 or more

5.

Total Family Size claimed on this return

1

2

3

4 or more

 

 

 

Explain any difference in detail below. Include name and Social Security number.

 

 

 

 

 

 

 

 

PART III – CHANGES Explain changes to income, deductions and tax from page 1, Column II in detail below. Attach additional or corrected Kentucky and/or federal forms, schedules or W-2s.

If you do not attach the required information, processing of your Form 740-X may be delayed.

PART IV – INTEREST RATE CHART - Use the following rates when computing interest for amount on Page 1, Line 26.

 

Jan. 1, 2017–Dec. 31, 2017

5%

 

 

Jan. 1, 2016–Dec. 31, 2016

6%

 

 

Jan. 1, 2015–Dec. 31, 2015

6%

 

 

Jan. 1, 2014–Dec. 31, 2014

6%

 

 

Jan. 1, 2013–Dec. 31, 2013

6%

 

 

 

 

 

 

 

 

 

 

 

I, the undersigned, declare under penalties of perjury that I have examined this return, including all accompanying schedules and statements, and, to the best of my knowledge and belief, it is true, correct and complete. I also understand and agree that our election to file a combined return under the provisions of appropriate income tax regulations will result in refunds being made payable to us jointly and in each of us being jointly and severally liable for all taxes accruing under this return.

 

 

 

 

(

)

 

Your Signature (If a joint return or combined, both must sign.)

Driver’s License/State Issued ID No.

Date Signed

Telephone Number (daytime)

 

 

 

 

 

 

 

 

 

Spouse’s Signature

Driver’s License/State Issued ID No.

Date Signed

 

 

 

 

 

 

 

 

 

Typed or Printed Name of Preparer Other than Taxpayer

I.D. Number of Preparer

Date

 

 

Make check payable to:

Kentucky State Treasurer.

REFUNDS

PAYMENTS

Mail to: Kentucky Department of Revenue, P. O. Box 856970, Louisville, KY 40285-6970.

Mail to: Kentucky Department of Revenue, P. O. Box 856980, Louisville, KY 40285-6980.

File Properties

Fact Name Description
Form Purpose The Kentucky 740-X form is used to amend an individual income tax return for the years 2005 through 2016. Taxpayers can correct errors or make changes to their previously filed returns.
Filing Status Options This form allows taxpayers to select their filing status. Options include Single, Married Filing Separately, Married Filing Jointly, and Married Filing Separate Returns.
Governing Laws The Kentucky 740-X form is governed by the Kentucky Revised Statutes (KRS) related to income taxation, specifically KRS 141.010 and KRS 141.420.
Tax Credits Taxpayers can claim various tax credits on the 740-X form, including Family Size Tax Credit and Education Tuition Tax Credit. Adjustments to these credits must be explained in detail.
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