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New Member
posted May 31, 2019 8:59:13 PM

Do I have to enter anything from the 1099r while filing my kentucky state taxes?

State taxes weren't withheld when I cashed out my 401k and when I filed my state using turbotax I don't see where to enter any info from the 1099r form if I'm suppose to,I was wondering if I had to enter anything or if it's just figured in my federal taxes while filing my federal? Thanks

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Expert Alumni
May 31, 2019 8:59:16 PM

It depends, but you likely don’t have to worry about your 401-K for your Kentucky return.  Kentucky allows an automatic pension exclusion of 41,110 per spouse (and it’s higher for certain types of pensions).  So, if your 401K is less than 41,110, it will not increase your KY income or tax.  Here’s an excerpt from the KY Tax Instruction Booklet: 

 

Line 11, Pension Income Exclusion—The 2016 exclusion amount is 100 percent of taxable retirement benefits or $41,110, whichever is less. All pension and retirement income paid under a written retirement plan (qualified or unqualified) is eligible for exclusion. This includes pensions, annuities, IRA accounts, 401(k) and similar deferred compensation plans, income received from convert­ing a regular IRA to a Roth IRA, death benefits, disability retirement benefits and other similar accounts or plans.

This exclusion is for each taxpayer and must be computed independently of your spouse who may be filing on the same return. A taxpayer and spouse must complete and claim their own exclusion, regardless of filing status. Joint filers—Combine the sepa­rately computed pension exclusion amounts and enter on Schedule M, Line 11, Column B