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Instructions for Form 8879-K

Kentucky Individual Income Tax Declaration for Electronic Filing

Filing Requirements

documents with required signatures.

must ensure that the following

information relating to the financial

• Keep Form 8879-K with your tax

• Federal/State E-file With a Federal

institution account is provided in the

return. Do not mail.

PIN—For returns filed via this method,

tax preparation software: Routing

an 8879-K is not required.

Number, Account Number, Type of

ERO Responsibilities

Account (Checking or Savings), Debit

• Federal/State E-file Without a Federal

Amount, Debit Date (through April 18,

PIN—For returns filed via this method,

The ERO must:

2016).

an 8879-K is required to be completed.

• Complete Form 8879-K and retain for

Do not mail this form. Electronic

Note: Select any date until April 18 to

three years.

return originators (EROs) must retain

have the payment withdrawn from

them for a period of three years.

your account. Actual withdrawal

• Obtain signature of taxpayer(s)

of funds may be later, but will be

• Online Filing—For returns filed via this

• A tt a ch t h e Ke n t u ck y c o p y o f

considered timely. Please allow up

method, an 8879-K is required to be

Forms W-2, W-2G and 1099-R; any

to two weeks for processing.

completed and retained for a period

documents verifying credit amounts;

of three years. Do not mail this form.

any schedules explaining “Other”

(2) Pay by Credit Card or ACH Debit—

adjustments to income; and any

Pay your 2015 Kentucky individual

Completing the Form

documents with required signatures.

income tax by Mastercard, VISA

or Discover credit cards or by ACH

• Provide the taxpayer with copies of

You must complete your Kentuck y

Debit through April 18, 2016. Access

the completed 8879-K and all other

individual income tax return or amended

the Department of Revenue’s secure

information.

return before you complete Form 8879-K.

Web site ( ) to

You must also complete this form before

make electronic payments over the

Part I—Tax Return Information

signing it. Taxpayers, EROs and paid

Internet. Click on the KY E-Tax logo

preparers must not sign the form before

and select E-Payments-Credit Cards

Enter the required data from the Kentucky

it is completed.

and ACH Debits link. If you do not

tax return. Lines 1 through 3 and either

have access to the Internet, you may

Line 4 or 5 must be completed.

Submission Identification Number

call the Department of Revenue at

(SID)

(502) 564-4581.

Part II—Direct Deposit of Refund, Direct

Debit of Tax Amount Due and Direct

•

To make a credit card payment, the

E n t e r t h e 2 0 - d i g i t S u b m i s s i o n

Debit of Estimate Tax

following information is needed:

Identification Number (SID) assigned

credit card type, credit card number,

to the tax return, after the taxpayer

Direct Deposit of Refund—If there is an

expiration date, and the cardholder’s

completes Part II.

amount on Line 4 (Refunded to you),

address as it appears on the credit

the taxpayer can choose to have their

Name and Social Security Number

card billing statement.

refund directly deposited by completing

•

To make an ACH Debit payment, the

Part II, and checking the box on Part III,

You must enter your name and Social

following information is needed:

Line 11. Taxpayers can choose direct

Security number on Form 8879-K.

bank name, bank account number

deposit for the Kentucky income tax

and bank routing number.

refund regardless of the choice for

Taxpayer Responsibilities

federal purposes. Nonresident filers and

(3) Form EPAY (42A740) , if supported by

amended return filers may not choose

Taxpayer(s) that use an ERO must:

your software vendor, may be used

direct deposit as a method of receiving

to make an electronic payment of

their refund.

• Verify all information on the Form

tax due separately from when you

8879-K, including Social Security

filed your tax return. Refer to the

Payment of Balance Due—Penalty and

number.

Form EPAY (42A740) instructions for

interest will begin to accrue on any tax

additional information.

• Inspect the paper copy of the return

due that has not been paid by April 18,

and ensure the information is correct.

(4) Pay by check or money order—

2016.

Taxpayers should submit their

• Sign Form 8879-K after the return

payment using Form 740-V, Kentucky

If there is an amount on Line 5 (Amount

has been prepared but before it is

Electronic Payment Voucher.

you owe), the taxpayer can choose from

transmitted.

the following methods of payment:

Payment of Estimate Tax—The taxpayer

Taxpayer(s) that file from home must:

(1) Pay by Direct Debit when Filing

may choose to pay estimate tax by

completing Part II, Lines 6 through 10

Your Return—The taxpayer can

• Complete Form 8879-K.

and checking the boxes for Direct Debit

choose to pay the amount due by

of Estimate Tax box in Part II and line 13

• A tt a ch t h e Ke n t u ck y c o p y o f

completing Part II, Lines 6 through

in Part III. Taxpayers may select to direct

Forms W-2, W-2G and 1099-R; any

10, and checking the box on Line 13.

debit estimate tax regardless of their

documents verifying credit amounts;

Taxpayers can choose direct debit

choice of direct deposit or direct debit

any schedules explaining “Other”

for Kentucky regardless of the choice

adjustments to income; and any

for federal purposes. The taxpayer

of tax amount due.

Form 8879-K Draft - Kentucky Individual Income Tax Declaration For Electronic Filing - 2015 Page 2

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