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Instructions for Form 8879-K, continued

debited from your account. You can

The taxpayer must ensure that the

If the ERO is also the paid preparer, the

following information related to the

choose one to four equal payments

ERO must check the paid preparer box,

financial institution account is provided

depending upon the debit dates

but is not required to complete or sign

in the tax preparation software: Routing

selected.

the Paid Preparer Section.

Number, Account Number, Type of

Account (Checking or Savings), Debit

• Debit date: select each date on which

A paid preparer who is not the ERO

Amount, Debit Date.

you want the estimate tax payment

must complete, sign and date the Paid

amount debited from your account.

Preparer Declaration.

The taxpayer may schedule up to four

Up to four equal payments may be

selected by choosing the appropriate

debit dates with the electronic filing

If the ERO cannot obtain the paid

of their 2016 tax return: April 18, 2017,

boxes.

preparer’s signature on Form 8879-K,

June 15, 2017, September 15, 2017

a copy of the tax return with the paid

and January 16, 2018. The financial

Line 10—Due to federal electronic

preparer’s signature should be attached

institution routing number, account

banking regulations, you must answer

to the 8879-K.

number and type of account cannot be

the following questions if you are

different from that of the direct deposit

requesting a direct deposit of your

Refund Information—You may check

or direc t debit of tax amount due

refund or are paying the amount you

the status of your refund online at

transaction. Actual withdrawal of the

owe via direct debit. If you are requesting

or by calling our

a direct deposit of your refund, answer

funds may be later than the scheduled

automated line at (502) 564-1600. These

date, but will be considered timely.

question 10a. If you are paying the

systems are available 24 hours a day,

amount you owe on your return via direct

7 days a week.

Form EPAY (42A740), if supported by your

debit, answer questions 10b.

software vendor, may be used to make

an electronic payment of estimate tax

Part III—Declaration of Taxpayer

separately from when you filed your tax

return. Refer to the Form EPAY (42A740)

An electronically transmitted return

instructions for additional information.

will not be considered true, accurate

and complete unless Form 8879-K

Line 6—The routing transit number must

is signed by the taxpayer(s) prior to

be nine digits and begin with 01 through

transmitting the electronic return. In

12 or 21 through 32.

addition, by using a computer system

and software to prepare and transmit

Line 7—The depositor account number

the return electronically, the taxpayer

may be up to 17 digits. If fewer than 17

consents to the disclosure to the Kentucky

digits, enter the numbers from left to

Department of Revenue of all information

right and leave the unused boxes blank.

pertaining to the use of the system and

software and to the transmission of the

Note: Taxpayers should use a check, form,

tax return electronically.

report or other statement generated by

their financial institution to verify the

The taxpayer must sign and date Form

routing transit number and depositor

8879-K after it has been completed to

account number. Do not use a deposit

verify that the information is correct

slip as it may contain internal routing

and that the taxpayer agrees with the

numbers. If there is any doubt about

information on the completed tax return.

the correct routing transit number,

the taxpayer should ask the financial

EROs and tax preparers are prohibited

institution for the routing transit number

from obtaining taxpayer signatures on

to use for direct deposit (Electronic Funds

blank or incomplete forms.

Transfer).

When an error is corrected after the

Line 8—Select the appropriate box to

taxpayer has signed Form 8879-K, and

indicate the type of account for Direct

the corrected Kentucky taxable income

Deposit or Direct Debit.

varies more than $50, or the corrected

refund or balance due varies more

Line 9—

than $14, a new Form 8879-K must be

• Tax due debit amount: enter the

completed for taxpayer signature.

amount you owe from 8879-K, Part 1,

line 5.

PART IV—Declaration and Signature of

• Debit date: enter the date to have

ERO and Paid Preparer

payment debited from your account.

This section must be completed and

• Estimate tax debit amount: enter the

signed by the ERO.

amount of each payment that will be

Form 8879-K Draft - Kentucky Individual Income Tax Declaration For Electronic Filing - 2016 Page 3

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