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Form preview Inheritance tax ky 2016 2019 f... 92A205 6-16 Commonwealth of Kentucky DEPARTMENT OF REVENUE Kentucky Inheritance Tax Return Short Form FOR DEPARTMENT USE ONLY / / / Account Number Tax Mo Year This form is designed for small uncomplicated estates. Requirements for use of this return This return may be used when 1 a federal estate tax return is not required to be filed 2 the assets of the estate consist of 10 items or less 3 no gifts or transfers were made within three years of death without full consideration 4 no real or personal property was transferred with a retained life interest 5 the decedent did not possess any power to appoint any real or personal property or have the use of any qualified terminable interest property and 6 the decedent had not received any real or personal property from another decedent within five years and paid inheritance tax on the property. Pursuant to KRS 140. 190 the beneficiaries as well as the personal representative s may be held personally liable for the tax. Decedent s Name Last First Occupation If decedent was Social Security Number retired at death state occu pation prior to retirement. Residence Domicile at Time of Death Number and Street Middle Initial Date of Death Age at Death Cause of Death City Name and Address of Executor/Administrator/Beneficiary State HR Code Number if known ZIP Code County Exec Atty Admr CPA Return Status check one Original Return Amended Return Refund Did the decedent have a will No Yes If Yes attach a copy of the will* Net Estate from page 2. Inheritance tax due from Section III on reverse side. Discount of 5 from tax if paid within 9 months from death. Total Tax Due. Interest and Penalty Interest for late payment see general information. Late filing penalty see general information. Late payment penalty see general information. Total due tax plus interest and penalties if applicable. Total previously paid*. Balance due/Refund. Attach check payable to Kentucky State Treasurer to this return and mail to Kentucky Department of Revenue Frankfort KY 40620 Under criminal penalties I declare that this return including accompanying documents has been examined by me and is to the best of my knowledge and belief true correct and complete. Signature of Executor/Administrator/Beneficiary Date Telephone Number E-mail Address of Executor/Administrator/Beneficiary Signature of Preparer SECTION I GROSS ESTATE List all items which decedent owned or in which the decedent had an interest. Complete Form 92A204 Real Estate Valuation Information Form for each parcel of real estate. For stocks and bonds a balance sheet at a date nearest the decedent s death together with a statement of net earnings and dividends paid for the five-year period immediately preceding the date of death must be supplied in support of these valuations ex. financial institution s monthly statement. Ownership Check or fill in applicable blocks Description and Location of Real or Personal Property Individual Joint Survivorship REQUIRED With Without Placed in Joint Names Name of Co-Owner Fair Cash Value of 100 Interest at Date of Death Decedent s TOTAL GROSS ESTATE.
Form preview State tax return form californ... You may also use form FTB 3533 Change of Address. This form is available need to file form FTB 3533. After filing your tax return report a change of address to us for up to four years especially if you leave the state and no longer have a requirement to file a California tax return. 11. Filing your California tax return for instructions on how to claim your Caution Do not include withholding from federal Form s W-2 W-2G or 1099 or NCNR member s tax from Schedule K-1 568 line 15e on this line. Line 74 Excess California SDI or VPDI Withheld You may claim a credit for excess State Disability nsurance SDI following conditions yy You had two or more California employers during 2016. To figure your standard deduction use the Form 540 California Standard Deduction Worksheet for Dependents. c ompleting Schedule CA 540 Part II line 38 through line 44. Enter the result on Form 540 line 18. Refer to your completed federal income tax return to complete this section. Line 12 State Wages Enter the total amount of your state wages from all states from each of your Form s W-2 Wage and Tax Statement. For more information go to ftb. ca.gov and search for EITC or get form FTB 3514 California Earned Income Tax Credit. Refund of Excess State Disability Insurance SDI If you worked for at least two employers during 2016 who together paid you more than 106 742 in wages you may qualify for a refund of excess SDI. See the instructions on page 14. Common Errors and How to Prevent Them Help us process your tax return quickly and accurately. Form DE 4 specifically adjusts your California state withholding and is not the same as the federal Form W-4 Employee s Withholding Allowance Certificate. Contributions You can make voluntary contributions to the funds listed on Side 4. See You may also contribute any amount to the State Parks Protection Fund/Parks Pass Purchase. To receive a single annual park pass your forward your name and address from your tax return to the Department of Parks and Recreation DPR who will issue a single Vehicle Day Use Annual Pass to you. If this applies to you see instructions on line 113. Increasing your withholding could eliminate the need to make a large payment with your tax return. To increase your withholding complete EDD Form DE 4 Employee s Withholding Allowance Certificate and give it to your employer s appropriate payroll staff. Get this form from your employer or by calling EDD at 888. 745. 3886. Download the DE 4 at edd. ca.gov or to use the online calculator go to ftb. ca.gov and search for de 4. Form DE 4 specifically adjusts your California state withholding and is not the same as the federal Form W-4 Employee s Withholding Allowance Certificate. Only your employer can issue or correct a Form W-2. If you cannot get a copy of your Form W-2 you must complete form FTB 3525 Substitute for Form W-2 Wage and Tax Statement or Form 1099-R Distributions From Pensions Annuities Retirement or Profit Sharing Plans IRAs Insurance Contracts etc. See Order Forms and Publications or go to If you forget to send your Form s W-2 or other withholding forms with your income tax return do not send them separately or with another copy of your tax return. Wait until the FTB requests them from you. Copy of other state tax return if required Copy of federal tax return if required Supporting California Schedules Enclose but do not staple any payment. C ompleting Schedule CA 540 Part II line 38 through line 44. Enter the result on Form 540 line 18. Refer to your completed federal income tax return to complete this section. Line 12 State Wages Enter the total amount of your state wages from all states from each of your Form s W-2 Wage and Tax Statement. This amount ppears on Form W-2 box 16. a If you received wages and do not have a Form W-2 see Attachments to Line 13 Federal Adjusted Gross Income AGI from Form 1040 line 37 1040A line 21 or 1040EZ line 4 RDPs who file a California tax return as married/RDP filing jointly and have no RDP adjustments between federal and California combine their individual AGIs from their federal tax returns filed with the IRS. Enter the combined AGI on line 13.
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