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KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

 
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5 Replies
MaryK4
Employee Tax Expert

KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

You must go back to the federal section and look for the 1099-R entry.  After you enter, you should get the pages below to indicate the KPERS which will transfer to the Kansas state tax section.

 

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mjacobs00
New Member

KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

Why did you select the "None of the above" radio button, instead of the "KPERS or other qualified KS public pension benefits" radio button?

It seems to me the KPERS pension distribution should have the "KPERS..." button selected.

 

When I select the "KPERS..." button, and then select Continue.  If I go back or return to the section, the "Federal..." radio button is selected.    ie. "KPERS..." button is not sticky.

 

Any thoughts, on why it is not sticky?

BillM223
Employee Tax Expert

KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

It is quite likely that the button is "sticky" internally, it's just that when you return to this screen, the software wants you to reconfirm your choice. The software actually does this in a number of places. In every case, the software wants you to reconfirm your initial choice if you return to this screen, while it keeps your choice internally, so long as you never return to this screen.

 

In looking at the Tax Summary for your Kansas return, can you tell if the pension income is taxable or not in Kansas?

 

@mjacobs00

 

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Taxescats
New Member

KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

Why did you select none of the above instead of the Kpers radio button when it is Kpers retirement income that we receive monthly throughout the year?

HopeS
Expert Alumni

KPERS distributions aren't taxable income in KS where's the Kansas Supplemental Schedule that has Line A11 Retirement benefits specifically exempt from Kansas Income Tax.

If you received KPERS distributions you should indicate KPERS.In general, a KPERS benefit is taxable for federal income tax and not for Kansas state tax.


To enter your tax-exempt  State employee pension, you will first have to enter the necessary information in your Federal Income tax return, which will then flow to your KS state return.  You have to indicate when you initially enter your Form 1099-R, that it is a tax-exempt pension in the State of KS.  You may have to indicate it as a Qualified Governmental Retirement Distribution.

 

Follow the steps below to enter your distribution:

  1. Click on Jump to 1099-R
  2. Scroll down to Retirement Plans and Social Security
  3. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Update
  4. Click on Edit then Continue
  5. Answer the next questions until you get to the Where Is This Distribution From? screen
  6. Select the source State Employees and enter the information requested: This will carryforward the information needed to your state tax return to make your pension tax exempt.
  7. Click on Continue
  8. Click on From a Qualified Plan
  9. Continue answering the questions

 

Now on your state return: 

  1. At the Changes to Federal Income page, scroll down to Received retirement income, click Start/Update
  2. At the Retirement Distributions Summary page, click on Edit State
  3. If no additional information is required, click on Continue
  4. Click Done

 

Please review the link below for additional information:

 

KPERS

 

@Taxescats 

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