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The Kentucky Tax Requisition form is an essential tool for individuals and tax professionals alike, facilitating the ordering of various tax forms and instructions needed for accurate tax filing. This form, designated as 40A727, enables users to specify their needs by selecting from a comprehensive list of available tax documents, including the Kentucky Individual Income Tax Return and its various schedules. It also provides options for fiduciary, partnership, and corporate tax returns. Users must fill in their contact information, including name, address, and phone number, ensuring that the requested forms are sent directly to them. The requisition form includes a cost structure, detailing prices for different quantities of forms and offering some at no charge. Additionally, it outlines payment instructions, making the process straightforward. With the option to order envelopes and information about electronic filing, this form serves as a one-stop resource for Kentucky taxpayers, streamlining their tax preparation process.

Sample - Kentucky Tax Requisition Form

40A727 (10-03)

KENTUCKY INCOM E TAX

 

 

FORM S REQUISITION

 

 

 

 

 

The label at right w ill be used to m ail your form s. Do not detach.

Please prepare a duplicate address below for our files.

FROM : Revenue Cabinet Frankfort, KY 40620

Nam e

Street

City, State

and ZIP

TO: Nam e

Street

Phone (

)

 

 

 

Date Ordered

City, State and ZIP Code

Check one: ο Individual

ο Attorney

 

ο CPA

ο Tax Practitioner

ο Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Package K (contains all individual, fiduciary, partnership, corporation

 

 

 

 

 

 

 

and S corporation incom e tax form s, schedules and instructions)

 

Quantity

➤

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FORM S

 

 

 

I

 

 

N

 

 

C

 

S

 

ISSUANCE NO.

 

QUANTITY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740—Kentucky Individual Incom e Tax Return

 

 

 

 

 

 

 

 

 

 

 

42A740

 

*

 

740/740-EZ—Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

42A740-S11

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-EZ—Kentucky Individual Incom e Tax Return

 

 

 

 

 

 

 

 

 

 

 

42A740-EZ

 

*

 

740-X—Am ended Kentucky Individual Incom e Tax Return

 

 

 

 

 

 

 

 

 

42A740-X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-NP—Nonresident or Part-Year Resident Incom e Tax Return

 

 

 

 

 

42A740-S9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedules A & M E (740-NP)—Item ized Deductions/M oving Expense and Reim bursem ent

42A740-S9 (A & M E)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-NP Packet

 

 

 

 

 

 

 

 

 

 

 

 

 

42A740-S10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-NP-R—Nonresident Incom e Tax Return—Reciprocal State

 

 

 

 

 

42A740-S9-R

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-ES—2004 Estim ated Tax Voucher

 

 

 

 

 

 

 

 

 

 

 

42A740-ES

 

*

 

740-ES—Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

42A740-S4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule A (740)—Item ized Deductions

 

 

 

 

 

 

 

 

 

 

 

Schedule A

 

*

 

Schedule J—Kentucky Farm Incom e Averaging

 

 

 

 

 

 

 

 

 

 

 

42A740-J

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

Schedule M —Kentucky Federal Adjusted Gross Incom e M odifications

 

 

 

 

 

42A740-M

 

 

 

 

 

 

 

 

*

 

Schedule P—Pension Incom e Exclusion

 

 

 

 

 

 

 

 

 

 

 

42A740-P

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

Schedule TC—Tax Com putation Schedule

 

 

 

 

 

 

 

 

 

 

 

42A740-TC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

Schedule UTC—Unem ploym ent Tax Credit

 

 

 

 

 

 

 

 

 

 

 

42A740-UTC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

1045-K—Kentucky Net Operating Loss Application for Incom e Tax Refund

 

 

42A740-S20

 

 

 

 

 

*

 

1045-K—Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

42A740-S20(I)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2210-K—Underpaym ent of Estim ated Tax by Individuals

 

 

 

 

 

 

 

 

 

42A740-S1

 

*

 

4972-K—Kentucky Tax on Lum p-Sum Distributions

 

 

 

 

 

 

 

 

 

 

 

42A740-S21

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

8453-K—Kentucky Individual Incom e Tax Declaration for Electronic Filing

 

 

42A740-S22

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

740-V—Kentucky Electronic Paym ent Voucher

 

 

 

 

 

 

 

 

 

 

 

42A740-S23

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8582-K—Kentucky Passive Activity Loss Lim itations

 

 

 

 

 

 

 

 

 

 

 

42A740-S18

 

*

 

Application for Extension of Tim e to File Return (Individual, Partnership, Fiduciary)

 

 

40A102

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Form s—Page 1

 

 

 

 

 

* Forms shaded and marked w ith an

 

 

 

.............................................Total Form s—Page 2

 

 

 

 

 

asterisk(* ) are provided at no charge.

 

 

 

Total Forms Provided at No Charge

–

 

 

 

 

 

 

........................................................Total Forms

 

 

 

➤

 

 

Package K

 

 

x

....................................$6.00 (each additional $5.00)

 

 

 

 

 

Total Form s

 

 

x

$

 

 

 

 

each (see Form s Cost Schedule below ) .

 

Envelopes

 

 

x $3.50 per group of 100

..............................................

 

 

 

 

 

 

 

 

 

 

 

 

Subtotal

.................................................................

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

...........Sales Tax (6%) (Kentucky residents only)

 

 

Forms Cost Schedule

1 –

24

NC

25

–

74

$.09 each

75

– 100

.07

101

– 200

.06

201

– 500

.05

over 500

.04

TOTAL

➤

M ake check payable to:

Kentucky State Treasurer

M ail order form and check to:

Kentucky Revenue Cabinet

 

FORM S

 

P.O. Box 518

 

Frankfort, Kentucky 40602-0518

FORM S

ISSUANCE NO.

 

 

QUANTITY

Kentucky Individual Incom e Tax Installm ent Agreem ent Request

12A200

 

 

 

741—Kentucky Fiduciary Incom e Tax Return

42A741

 

 

 

741—Instructions

42A741(I)

 

 

 

741-D—Capital Gains and Losses

42A741-D

 

 

 

Schedule K-1 (741)—Beneficiary’s Share of Incom e, Deductions, Credits, etc.

42A741 (K-1)

 

 

 

765—Kentucky Partnership Incom e Return

42A765

 

 

 

765—Instructions

42A765(I)

 

 

 

Schedule K-1 (765)—Partner’s Share of Incom e, Credits, Deductions, etc.

42A765 (K-1)

 

 

 

720—Kentucky Corporation Incom e and License Tax Return

41A720

 

*

720—Instructions

41A720(I)

 

 

 

 

720S—Kentucky S Corporation Incom e and License Tax Return

41A720S

 

*

720S—Instructions

41A720S(I)

 

 

 

 

Schedule K-1 (720S)—Shareholder’s Share of Incom e, Credit, Deductions, etc.

41A720S (K-1)

 

*

720X—Am ended Kentucky Corporation Incom e Tax and Corporation License Tax Return

41A720X

 

 

 

 

720ES—Corporation Estim ated Incom e Tax Voucher

41A720ES

 

 

*

720ES—Instructions

41A720-S4

 

 

 

 

 

Schedule A (720)—Apportionm ent and Allocation

41A720A

 

*

Application for Extension of Tim e to File KY Corporation Incom e and License Tax Return

41A720SL

 

 

*

Schedule EZC—Kentucky Enterprise Zone Tax Credit

41A720EZC

 

 

*

Schedule HH—Housing for Hom eless Fam ilies Deduction

41A720HH

 

 

*

Schedule RC—Application for Incom e Tax Credit for Recycling and/or Com posting Equipm ent

41A720RC

 

 

*

Schedule RC(C)—Continuation Sheet for Schedule RC

41A720RC(C)

 

 

*

Schedule RC (K-1)—Pro Rata/Distributive Share of Recycling Equipm ent Tax Credit

41A720RC (K-1)

 

 

*

722—Election to File Consolidated Kentucky Corporation Incom e Tax Return

41A722

 

 

*

851-K—Kentucky Affiliations and Paym ent Schedule

41A851-K

 

 

*

Total Forms—Page 2 (enter here and on page 1)

 

➤

 

 

 

 

 

 

 

ENVELOPES (Available in groups of 100 only)

 

 

 

 

Refund 6" x 9" Blue —Enter num ber of groups here and on page 1

 

➤

 

Paym ent 6" x 9" Yellow —Enter num ber of groups here and on page 1

 

➤

 

* Forms shaded and marked w ith an asterisk(* ) are provided at no charge.

Electronic Filing—It’s to your advantage! Choose one of these easy m ethods!

‰Federal/State Electronic Filing Federal/State Online Filing

Have you seen our Web page?

Form s

‰Instructions

and a Whole Lot M ore!

w w w.revenue.ky.gov

Click for PDF

Form Information

Fact Name Description
Form Number The Kentucky Tax Requisition form is identified as 40A727.
Purpose This form is used to request various Kentucky income tax forms from the Revenue Cabinet.
Governing Law The form is governed by Kentucky Revised Statutes (KRS) Chapter 141, which outlines income tax regulations.
Mailing Address Requests should be sent to the Revenue Cabinet at P.O. Box 518, Frankfort, Kentucky 40602-0518.
Available Forms The requisition includes various tax forms such as the 740 Kentucky Individual Income Tax Return and the 740-NP for nonresidents.
Cost Structure Forms are available at varying costs, with the first 24 forms priced at $0.09 each, decreasing with larger quantities.
Free Forms Some forms, marked with an asterisk (*), are provided at no charge to taxpayers.
Sales Tax Kentucky residents must include a 6% sales tax on their order for forms.
Electronic Filing The form encourages electronic filing, which can simplify the tax submission process.
Contact Information Individuals can contact the Revenue Cabinet for assistance with the requisition process.

Detailed Guide for Filling Out Kentucky Tax Requisition

Filling out the Kentucky Tax Requisition form is straightforward. Follow these steps to ensure you complete the form accurately. Once submitted, your request will be processed, and the necessary tax forms will be mailed to you.

  1. Begin by entering your name and address in the "FROM" section. Include your street address, city, state, and ZIP code.
  2. In the "TO" section, fill in the name and address of the person or entity receiving the forms. Include their street address, city, state, and ZIP code. Don't forget to add a phone number.
  3. Write the date you are ordering the forms in the designated space.
  4. Check the appropriate box to indicate your status: Individual, Attorney, CPA, Tax Practitioner, or Other.
  5. In the "Package K" section, indicate the quantity of forms you need. You can find the list of forms available under "FORM S ISSUANCE NO."
  6. For each form you want, write down the quantity next to the corresponding form number.
  7. Calculate the subtotal for the forms you ordered and enter it in the "Subtotal" field.
  8. If you are a Kentucky resident, calculate the sales tax (6%) and add it to the subtotal.
  9. Refer to the "Forms Cost Schedule" to determine the total cost based on the quantity of forms ordered.
  10. Make your check payable to "Kentucky State Treasurer." Write the total amount in the designated area.
  11. Mail the completed form and your check to: Kentucky Revenue Cabinet, FORM S, P.O. Box 518, Frankfort, Kentucky 40602-0518.

Obtain Answers on Kentucky Tax Requisition

  1. What is the Kentucky Tax Requisition form?

    The Kentucky Tax Requisition form (40A727) is a document used by individuals, attorneys, CPAs, and tax practitioners to request various tax forms from the Kentucky Revenue Cabinet. This form allows users to specify the types and quantities of tax forms needed for filing income tax returns, including individual, fiduciary, partnership, corporation, and S corporation forms.

  2. Who can use the Kentucky Tax Requisition form?

    The form can be utilized by a variety of individuals and professionals involved in tax preparation. This includes:

    • Individuals
    • Attorneys
    • Certified Public Accountants (CPAs)
    • Tax practitioners
    • Others who require tax forms for their clients or personal use

  3. What types of tax forms can be requested?

    The requisition form allows for the ordering of a comprehensive range of tax forms. Some examples include:

    • 740—Kentucky Individual Income Tax Return
    • 740-NP—Nonresident or Part-Year Resident Income Tax Return
    • 740-X—Amended Kentucky Individual Income Tax Return
    • 765—Kentucky Partnership Income Return
    • 720—Kentucky Corporation Income and License Tax Return

    Additionally, there are various schedules and instructions available for each type of return.

  4. Is there a cost associated with ordering forms?

    Yes, there are costs associated with ordering certain tax forms. Forms marked with an asterisk (*) are provided at no charge. For other forms, the cost varies based on the quantity ordered, with prices decreasing as the number of forms increases. For example:

    • 1 – 24 forms: $0.09 each
    • 25 – 74 forms: $0.07 each
    • 75 – 100 forms: $0.06 each
    • Over 500 forms: $0.04 each

  5. How should payment be made for the forms?

    Payments should be made by check, payable to the Kentucky State Treasurer. The completed requisition form, along with the check, should be mailed to the Kentucky Revenue Cabinet at the address specified on the form.

  6. What is the process for submitting the requisition form?

    To submit the requisition form, follow these steps:

    • Fill out the form with your name, address, and the types and quantities of forms requested.
    • Calculate the total cost, including any applicable sales tax for Kentucky residents.
    • Attach your payment and mail the completed form to the Kentucky Revenue Cabinet.

  7. Can forms be ordered electronically?

    Yes, electronic filing is encouraged. The Kentucky Revenue Cabinet offers options for federal/state electronic filing and online filing. This can streamline the process and may provide additional benefits.

  8. Where can I find more information about Kentucky tax forms?

    Additional information, including instructions and resources, can be found on the Kentucky Revenue Cabinet's website at www.revenue.ky.gov. This site provides comprehensive details about tax forms, filing procedures, and updates.

  9. What if I need assistance with the requisition process?

    If assistance is needed, individuals may contact the Kentucky Revenue Cabinet directly. They can provide guidance on completing the requisition form and answer any specific questions regarding tax forms and filing.

Common mistakes

Filling out the Kentucky Tax Requisition form can be straightforward, but several common mistakes can lead to delays or complications. One frequent error is neglecting to provide a complete mailing address. The form requires both the sender's and recipient's addresses, including city, state, and ZIP code. Omitting any part of this information can result in the form being undeliverable.

Another common mistake is failing to check the appropriate box for the type of requester. The form offers several options: Individual, Attorney, CPA, Tax Practitioner, or Other. Selecting the correct category is crucial, as it helps the Kentucky Revenue Cabinet process the request accurately and efficiently.

Inaccurate quantity entries often occur when individuals fill out the form. Each tax form has a corresponding issuance number, and it is essential to specify the quantity needed for each type. If someone writes down an incorrect number or skips this section, they may receive too few forms or none at all.

Additionally, people sometimes overlook the total cost calculation. The form includes a cost schedule based on the quantity of forms ordered. Failing to calculate the subtotal and any applicable sales tax can lead to payment issues, delaying the processing of the request.

Another frequent oversight is not including payment. The instructions specify that checks should be made payable to the Kentucky State Treasurer. Forgetting to include payment or using an incorrect payee can result in the request being returned or not processed.

Some individuals also make the mistake of not keeping a copy of the completed form for their records. Retaining a duplicate can be invaluable for future reference, especially if any questions arise regarding the order.

Moreover, people sometimes disregard the instructions for mailing the form. It is essential to send the completed request to the specified address: Kentucky Revenue Cabinet, P.O. Box 518, Frankfort, Kentucky. Misaddressing the envelope can lead to delays in receiving the requested forms.

Lastly, procrastination can be a significant hurdle. Waiting until the last minute to submit the request can lead to errors and increased stress. It is advisable to complete and send the form well in advance of any deadlines to ensure timely processing.

Documents used along the form

The Kentucky Tax Requisition form is an essential document for individuals and entities seeking to obtain various tax forms and instructions from the Kentucky Revenue Cabinet. Alongside this form, several other documents are commonly utilized to ensure compliance with state tax regulations. Each of these forms serves a specific purpose, facilitating the accurate reporting and payment of taxes. Below is a list of related forms that may be needed in conjunction with the Kentucky Tax Requisition form.

  • Kentucky Individual Income Tax Return (Form 740): This is the primary form used by residents to report their annual income and calculate their tax liability.
  • Kentucky Individual Income Tax Return Instructions (Form 740-S11): These instructions provide guidance on how to properly complete the Kentucky Individual Income Tax Return.
  • Kentucky Amended Individual Income Tax Return (Form 740-X): Use this form to correct errors on a previously filed Kentucky Individual Income Tax Return.
  • Kentucky Nonresident or Part-Year Resident Income Tax Return (Form 740-NP): This form is for individuals who lived in Kentucky for only part of the year or who do not reside in Kentucky but earned income from Kentucky sources.
  • Kentucky Estimated Tax Voucher (Form 740-ES): This voucher is used to make estimated tax payments throughout the year to avoid underpayment penalties.
  • Kentucky Application for Extension of Time to File Return (Form 40A102): This form allows taxpayers to request an extension for filing their income tax returns.
  • Kentucky Fiduciary Income Tax Return (Form 741): This form is used by estates and trusts to report income and calculate tax liability.
  • Kentucky Corporation Income and License Tax Return (Form 720): Corporations must use this form to report their income and pay the corresponding tax.
  • Kentucky Passive Activity Loss Limitations (Form 8582-K): This form is used to calculate and report passive activity losses, which may be limited under Kentucky tax law.

Understanding these forms and their functions can significantly ease the tax preparation process. Each document plays a vital role in ensuring that individuals and businesses comply with Kentucky's tax laws, thereby avoiding potential penalties and ensuring accurate tax reporting.

Similar forms

The Kentucky Tax Requisition form shares similarities with several other documents used in tax-related processes. Here are six documents that are comparable:

  • Kentucky Individual Income Tax Return (Form 740) - This form is essential for filing individual income tax in Kentucky. Like the Tax Requisition form, it is used to report income and calculate taxes owed.
  • Kentucky Amended Individual Income Tax Return (Form 740-X) - This form allows taxpayers to correct errors on their original returns. It serves a similar purpose as the Tax Requisition form by ensuring accurate tax reporting.
  • Kentucky Nonresident Income Tax Return (Form 740-NP) - Nonresidents use this form to report income earned in Kentucky. Both forms are part of the income tax filing process in the state.
  • Kentucky Estimated Tax Voucher (Form 740-ES) - This voucher is for making estimated tax payments. Like the Tax Requisition form, it facilitates the management of tax obligations.
  • Kentucky Corporation Income and License Tax Return (Form 720) - Corporations use this form to report their income. It aligns with the Tax Requisition form as both are necessary for tax compliance in Kentucky.
  • Kentucky Application for Extension of Time to File (Form 40A102) - This application allows taxpayers to request more time to file their returns. It complements the Tax Requisition form by providing a means to manage filing deadlines.

Dos and Don'ts

When filling out the Kentucky Tax Requisition form, there are several important dos and don'ts to keep in mind. Following these guidelines will help ensure that your submission is accurate and processed efficiently.

  • Do double-check your personal information, including your name, address, and phone number.
  • Do indicate the correct package you need, ensuring you select the appropriate forms.
  • Do clearly write the quantity of each form you are requesting.
  • Do provide a duplicate address for the records, as instructed.
  • Do include payment for any forms that are not provided at no charge.
  • Don't forget to sign and date the form before mailing it.
  • Don't use a pen that smudges or is difficult to read; clarity is key.
  • Don't leave any required fields blank; all sections must be completed.
  • Don't detach the label from the form; it is necessary for processing.
  • Don't send the form without making a copy for your own records.

By adhering to these guidelines, you can minimize errors and delays in the processing of your Kentucky Tax Requisition form.

Misconceptions

  • Misconception 1: The Kentucky Tax Requisition form is only for individuals.

    • This is not true. The form is designed for various entities, including attorneys, CPAs, tax practitioners, and other professionals. It serves as a means for anyone needing tax forms related to individual, fiduciary, partnership, corporation, and S corporation income taxes.

  • Misconception 2: All forms requested through the Kentucky Tax Requisition form come with a fee.

    • Many individuals believe that they must pay for every form they request. However, forms marked with an asterisk (*) are provided at no charge. This can significantly reduce costs for those needing multiple forms.

  • Misconception 3: The form must be mailed to the Revenue Cabinet immediately after filling it out.

    • While it is important to submit the form in a timely manner, it does not have to be mailed right away. Tax professionals can prepare the form and submit it when they are ready, ensuring they have all necessary information and forms before sending it off.

  • Misconception 4: The Kentucky Tax Requisition form is complicated and difficult to understand.

    • In reality, the form is straightforward. It clearly outlines the options available and provides instructions for filling it out. With a little attention to detail, anyone can navigate the requisition process without confusion.

Key takeaways

When filling out and utilizing the Kentucky Tax Requisition form, several key points should be considered to ensure compliance and efficiency.

  • Accurate Information: Ensure that all personal and contact information is filled out correctly. This includes the sender's name, address, and phone number.
  • Form Selection: Carefully select the appropriate forms needed for your tax situation. The requisition allows for various individual, fiduciary, and corporate tax forms.
  • Quantity Matters: Specify the quantity of each form required. This helps in processing your request accurately and promptly.
  • Payment Instructions: Include the correct payment amount along with your order. Checks should be made payable to the Kentucky State Treasurer.
  • Sales Tax Consideration: Remember that Kentucky residents must include a 6% sales tax on their order for forms.
  • Mailing Address: Send the completed requisition form and payment to the Kentucky Revenue Cabinet at the specified address to avoid delays.

Following these guidelines will facilitate a smoother process when requesting tax forms from the Kentucky Revenue Cabinet.