I want to electronically file my Kentucky Tax Return, but how do I include my three PTE-WH Tax withholding forms? Or do I just type in the info from the PTE-WH forms?

[tomfield70]

OK, so the total state withholding does flow to the Kentucky form from the federal, but only the total withholding. This withholding comes from 3 different PTE-WH forms from 3 companies.  How do I attach the PTE-WH forms or do I need to?

    tomfield70

[LisaBr · Accepted solution]

You can enter the information on your Kentucky PTE-WH forms as follows:

Your state withheld tax information flows from the Federal return to your State return.  So, you will enter this information on the Federal section.

1.  Go to Deductions and Credits, select Estimates and Other Taxes Paid.

2.  Choose either Other Income Taxes Paid. 

3.  You will answer Yes, that you have paid other income taxes.

4.  Go down the List to select Other Income Taxes Paid in 2017.

5.  Next, you will select Withholding not already entered on a W-2 or 1099.

6.  The next page will allow you to enter your State Withholdings.

[tomfield70]

OK, so the total state withholding does flow to the Kentucky form, but only the total withholding. This withholding comes from 3 different PTE-WH forms from 3 companies.  How do I attach the PTE-WH forms or do I need to?

[LisaBr]

No, however be sure you add all three separately by clicking the blue + Add another.  Kentucky will have copies of each PTE-WH as well to match-up.

[jem156]

I did that, but the amount did not show up on my KY form on line 30e.

[LisaBr]

On KY Form 740, 30e is "For amended return; enter amount paid with original return plus additional payment(s) made after it was filed". Are you looking at a different form? However, in re-creating I see that it's not showing up. Give me a minute to figure out how to fix this issue.

[LisaBr]

It should show up on 30a.

[LisaBr]

It is there, within the worksheet, but not transferring to the 740.  This is a mystery I am determined to solve.

[LisaBr]

I can't make it work, however, if you enter your PTE withholdings under state estimated payments, it will give your the credit.  Putting these payments where they deserve is not transferring to 30a where it belongs.  Either way, Kentucky has received tax payments in your behalf and you need credit for it.  You should retain all your records, including a copy of this communication so that an explanation can be given to Kentucky should it ever come up.  You are not attest to any false payments made, they will just show up in a different box that we would want.