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Retirement tax questions
The Kentucky 3-year Recovery rule allows you to spread the taxable amount of certain pension and retirement distributions over three years. This rule generally applies to qualified pension plans, profit-sharing plans, and stock bonus plans from employer-sponsored plans, but not to traditional or Roth IRAs.
Helpful Links
- Kentucky 740 Instructions Packet (2025) - see table on page 7
Reach back out with type of pension plan the withdrawal was taken from for additional information.
‎April 8, 2025
3:48 PM