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Instructions for Form 8879-K

Kentucky Individual Income Tax Declaration for Electronic Filing

Filing Requirements

adjustments to income; and any

tax preparation software: Routing

documents with required signatures.

Number, Account Number, Type of

 Federal/State E-file With a Federal

Account (Checking or Savings), Debit

 Keep Form 8879-K with your tax

PIN—For returns filed via this method,

Amount, Debit Date (through April 15,

return. Do not mail.

an 8879-K is not required.

2014).

Note: Select any date until April 15

 Federal/State E-file Without a Federal

ERO Responsibilities

to have the payment withdrawn from

PIN—For returns filed via this method,

your account. Actual withdrawal

an 8879-K is required to be completed.

The ERO must:

of funds may be later, but will be

Do not mail this form. Electronic

 Complete Form 8879-K and retain for

considered timely. Please allow up

return originators (EROs) must retain

three years.

to two weeks for processing.

them for a period of three years.

 Obtain signature of taxpayer(s)

(2) Pay by Credit Card or ACH Debit—

 Online Filing—For returns filed via this

Pay your 2013 Kentucky individual

method, an 8879-K is required to be

 A t t a c h t h e K e n t u c k y c o p y o f

income tax by Mastercard, VISA

completed and retained for a period of

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

or Discover credit cards or by ACH

three years. Do not mail this form.

documents verifying credit amounts;

Debit through April 15, 2014. Access

any schedules explaining “Other”

the Department of Revenue’s secure

Completing the Form

adjustments to income; and any

Web site ( ) to

documents with required signatures.

make electronic payments over the

You must complete your Kentucky

 Provide the taxpayer with copies of

Internet. Click on the KY E-Tax logo

individual income tax return before you

the completed 8879-K and all other

and select E-Payments-Credit Cards

complete Form 8879-K. You must also

information.

and ACH Debits link. If you do not

complete this form before signing it.

have access to the Internet, you may

Taxpayers, EROs and paid preparers

Part I—Tax Return Information

call the Department of Revenue at

must not sign the form before it is

(502) 564-4581.

completed.

Enter the required data from the Kentucky

To make a credit card payment, the

tax return. Lines 1 through 3 and either

Submission Identification Number

following information is needed:

Line 4 or 5 must be completed.

(SID)

credit card type, credit card number,

expiration date, and the cardholder’s

Part II—Direct Deposit of Refund, Direct

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

address as it appears on the credit

Debit of Tax Amount Due and Direct

Identification Number (SID) assigned

card billing statement. To make an

Debit of Estimate Tax

to the tax return, after the taxpayer

ACH Debit payment, the following

completes Part II.

information is needed: bank name,

Direct Deposit of Refund—If there is an

bank account number and bank

amount on Line 4 (Refunded to you),

Name and Social Security Number

routing number.

the taxpayer can choose to have their

refund directly deposited by completing

You must enter your name and Social

(3) Pay by check or money order—

Part II, and checking the box on Part III,

Security number on Form 8879-K.

Taxpayers should submit their

Line 11. Taxpayers can choose direct

payment using Form 740-V, Kentucky

deposit for the Kentucky income tax

Taxpayer Responsibilities

Electronic Payment Voucher.

refund regardless of the choice for

Payment of Estimate Tax—The taxpayer

federal purposes.

Taxpayer(s) that use an ERO must:

may choose to pay estimate tax by

completing Part II, Lines 6 through 10

Payment of Balance Due—Penalty and

 Verify all information on the Form

and checking the boxes for Direct Debit

interest will begin to accrue on any tax

8879-K, including Social Security

of Estimate Tax box in Part II and line 13

due that has not been paid by April 15,

number.

in Part III. Taxpayers may select to direct

2014.

 Inspect the paper copy of the return

debit estimate tax regardless of their

and ensure the information is

choice of direct deposit or direct debit

If there is an amount on Line 5 (Amount

correct.

of tax amount due. The taxpayer must

you owe), the taxpayer can choose from

ensure that the following information

the following methods of payment:

 Sign Form 8879-K after the return

related to the financial institution account

has been prepared but before it is

(1) Pay by Direct Debit—The taxpayer

is provided in the tax preparation

transmitted.

software: Routing Number, Account

can choose to pay the amount due

Number, Type of Account (Checking

by completing Part II, Lines 6 through

Taxpayer(s) that file from home must:

or Savings), Debit Amount, Debit Date.

10, and checking the box on Line 13.

The taxpayer may schedule up to 4 debit

Taxpayers can choose direct debit

 Complete Form 8879-K.

dates with the electronic filing of their

for Kentucky regardless of the choice

2013 tax return: April 15, 2014, June 16,

 A t t a c h t h e K e n t u c k y c o p y o f

for federal purposes. The taxpayer

2014, September 15, 2014 and January

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

must ensure that the following

15, 2015. The financial institution routing

documents verifying credit amounts;

information relating to the financial

any schedules explaining “Other”

institution account is provided in the

number, account number and type of

Form 8879-K Draft - Kentucky Individual Income Tax Declaration For Electronic Filing - 2013 Page 2

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