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Screen KY1099 - Kentucky Pension and Annuity Information (1040)
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Overview
Use this screen to complete Schedule P, Kentucky Pension Exclusion. Pension amounts calculate automatically from information entered in the federal
1099R
screen. For federal or Kentucky government retirement income, enter code 75
in State use
in the federal 1099R
screen. For federal and Kentucky retirement distributions, enter retirement dates, number of months of service credits earned after December 1997, and total months of service credits to determine the amount that's excluded from Kentucky gross income.General Information
Retirement date
Dates entered here determine if the retirement income is exempt from Kentucky adjusted gross income. Dates before January 1, 1998, are listed as exempt retirement on Schedule P, Part 1, line 1(a). If no date is entered, UltraTax CS assumes that the retirement income is partially taxable.
Exempt amount earned before January 1, 1998
If the retirement system has provided this information, enter the amount here. UltraTax CS uses this amount on the Kentucky Pension Worksheet.
Exempt percentage
If the retirement system has provided this information, enter the amount here. UltraTax CS uses this amount on the Kentucky Pension Worksheet.
Lump sum distributions: Amount of exclusion applied to capital gain (Force)
Enter the amount of the excludable lump sum income determined from Form 4972-K (Kentucky Tax on Lump Sum Distributions), Part II that applies to the capital gain distribution. The remaining balance, if any, is applied to Form 4972, Part IV, Ordinary income, after the death benefit exclusion.
Form 1099R Facsimile
Taxable amount (Box 2a)
Use this field to change the taxable pension amount on Schedule P, Kentucky Pension Income Exclusion, if the Kentucky taxable amount differs from the amount on the federal
1099R
screen.Lump-Sum Distributions Tax
This information is calculated automatically from information entered in the federal
1099R
screen.