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Jinglebellboy7
Level 1
April 6, 2023
Question

Kentucky Taxes

  • April 6, 2023
  • 1 reply
  • 0 views

My mother cased in what was left of her retirement account and paid Federal and State Taxes.  She received a for 1099-R.  According to Turbo Tax the state of Kentucky returning all state taxes paid. Sorry for doubting but is this corret?

    1 reply

    AmyC
    AmyC
    Level 15
    April 6, 2023

    Maybe. KY does have a  pension exclusion amount. The amount is the LESSER of your full retirement or $31,110 per person.

     

    Here is an example:

    Person A:  pension of $15,600 gets exemption of $15,600.

    Person B:  pension of $55,000 gets exemption of $31,110.

     

    You didn't say  if federal or state employee and retirement date so please see page 8 of the KY instructions for more information.

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