Filing a past-due tax return can feel overwhelming, especially if you look back several years. If you're wondering how to file your Kentucky tax return for 2017, this guide breaks it down in a clear, manageable way. Whether you're filing as an individual, part of a family, or a small business owner, Kentucky has specific requirements you must meet—even if you've already submitted your federal income tax return for that year.
The process involves more than just filling out forms. You'll need to understand who must file, which documents apply, and how your individual income tax return ties into both state and federal rules. Fortunately, the Kentucky Department of Revenue offers helpful tools to assist taxpayers with meeting these requirements.
In this article, we’ll walk through each step to help you file your 2017 state tax return for Kentucky accurately and confidently. You'll learn which forms to use, how to report your income, and how to avoid common mistakes that can delay your tax return or refund.
Not everyone must file a Kentucky return for 2017, but understanding whether you fall under the filing requirement is the first step. Kentucky uses both modified gross income and Kentucky adjusted gross income (KAGI) to determine who must file.
You were required to file a 2017 tax return for Kentucky income if both of the following applied:
You were not required to file if your income fell below these thresholds. However, it may still be beneficial.
You should consider filing even if you don’t technically qualify under the thresholds, especially if:
Filing ensures you can retrieve any overpaid tax and maintain a clean record with the state.
Many taxpayers miss out on refunds simply because they think they’re not required to file. If you’re unsure whether you qualify, it’s best to review your income sources for the year and consult state guidance or a tax preparer.
Even though 2017 has expired, understanding the original deadlines and how they affect late filings is essential. The original due date for the 2017 Kentucky tax return was April 18, 2017. You can submit your return if you haven’t filed it by then, but late penalties and interest may apply.
If you owed tax and missed the filing deadline, Kentucky imposes:
You can still file a late return to claim a refund or correct your records. If you’ve already paid your federal taxes for 2017, ensure your Kentucky return aligns with that information.
For 2017, Kentucky automatically honored federal extensions. If you filed IRS Form 4868, you had more time to file, but not more time to pay. Any balance due had to be submitted by the original April 18 deadline to avoid interest or penalties.
If you didn’t file a federal extension, you could request a Kentucky-only extension using Form 740-EXT. However, you needed a valid reason, such as illness or a natural disaster. The inability to pay does not qualify for an extension.
Even if the current year is far past 2017, Kentucky still allows filings for past-due returns, as long as you comply with their documentation and procedures. Always cross-check your figures with your federal return and submit all necessary forms.
Filing your 2017 Kentucky individual income tax return starts with selecting the correct form based on your residency and income situation. Choosing the wrong form or missing a supporting document is one of the most common causes of delay or rejection.
Depending on your income and deductions, these schedules might be required:
Filing the correct forms and schedules helps you report your individual income tax accurately and avoid processing delays.
Filing your Kentucky tax return for 2017 may seem daunting, but breaking it down into manageable steps can simplify the process. This section will guide you through the essential stages, from gathering documents to calculating your final refund or balance due.
Start by collecting all income and deduction records, including:
Having all your tax information organized helps prevent delays or misreporting.
Kentucky tax calculations begin with your federal adjusted gross income (AGI). Before starting your state forms, finish your federal income tax return and verify the AGI figure from your IRS Form 1040. That number will be the starting point for your Kentucky calculations.
Kentucky allows the following filing statuses:
Choose the one that most closely matches your federal status, but compare options if you're married—filing separately on a combined return can sometimes reduce your total tax.
Use the 2017 tax table or rate schedule provided by Kentucky to calculate your tax based on taxable income. Be sure to follow the correct bracket percentages, which increase with income.
You may be able to claim one or more of the following:
Tax credits reduce your tax liability directly, so don’t skip these if you’re eligible.
Once your total tax is calculated:
Before filing, verify:
Reviewing these details can prevent unnecessary delays and ensure your return is accepted without issues.
Kentucky offers multiple ways to submit your 2017 tax return, and choosing the correct method can affect how quickly your refund is processed or whether errors are caught early.
For most people, e-filing is the faster and more secure option. If you are eligible, it can also be free.
Benefits of electronic filing:
Kentucky supports Free File options through approved software providers. If your income in 2017 was $69,000 or less, you may qualify for these services at no cost. Visit the Kentucky Department of Revenue’s Free File page to see if you're eligible.
If you prefer traditional paper forms, ensure they’re filled out completely and legibly. Here are a few essential points:
Mailing Addresses:
Paper returns take longer—allow 10 to 14 weeks for processing.
Whether you owe tax or expect a refund, Kentucky offers several options for submitting payments or receiving money back on your 2017 return.
If your return shows that you owe tax, you can choose from the following payment methods:
When mailing a separate payment, include Form 740-V, Kentucky’s payment voucher. This form ensures your payment is credited to the correct account. It should be sent with your check or money order to the appropriate address listed on the voucher instructions.
To avoid penalties and interest, submit payment even if you request a filing extension. Returns with balances owed were originally due by April 18, 2017.
If your withholding or estimated payments exceed your tax liability, you can claim a refund. The fastest method is direct deposit, which is available only if you file electronically. If you filed a paper return, your refund will be mailed as a check.
To request a refund:
Use Kentucky’s online “Where’s My Refund” tool to track the status of your return after submission.
Sometimes things change after you’ve filed, or you may discover an error on your 2017 Kentucky income tax return. In these cases, you may need to file an amended return.
You should submit an amended return in the following situations:
To amend your 2017 return, complete a new Form 740 (or 740-NP, if applicable), and check the box indicating an amended version. Include all corrected schedules and documentation.
If the IRS adjusts your federal return, you must notify the Kentucky Department of Revenue within 30 days. This is important because changes at the federal level often affect state tax obligations.
Mail a copy of the IRS audit results and any relevant forms to:
Kentucky Department of Revenue
Individual Governmental Program Section
P.O. Box 1074, Station 68
Frankfort, KY 40602-1074
If you’re unsure whether you qualify for a correction or exemption, consult a tax professional.
Before submitting your 2017 Kentucky tax return, review this quick checklist. It will help you avoid common mistakes leading to processing delays or missed refunds.
If you’re filing late, please consider doing so at your earliest convenience. Even if no payment is due, filing and closing out the year is better to prevent future complications.
If you didn’t file your income tax return for 2017, submit it as soon as possible. Even late, you may be eligible for a refund. Include all required forms and supporting documents. The longer you wait, the higher the interest or penalties, especially if taxes were owed. Filing helps avoid future issues with the Kentucky Department of Revenue.
Yes, if taxes were withheld in 2017, you may still file your income tax return and request a refund. Ensure all documents, like W-2s or 1099s, are attached. Kentucky allows late filings, but any refund must be claimed within the state’s allowable period. Check the instructions to make sure you meet the deadline for retroactive claims.
Your Kentucky individual income tax calculation starts with your federal adjusted gross income. Complete your federal return first, then use that data to file your Kentucky return. If the IRS later makes corrections, you may need to adjust your state return accordingly. This ensures consistency between state and federal reporting.
If the Internal Revenue Service changes your federal return, you must inform the Kentucky Department of Revenue within 30 days. Often, these federal changes also affect your state tax returns. You may need to file an amended Kentucky return and include documentation of the federal adjustments to stay compliant.
Help is available from Kentucky’s regional Taxpayer Service Centers, or you can visit the Department of Revenue website for instructions and forms. If your situation is complex, speaking with a tax professional experienced in state income tax returns is wise. They can help ensure accurate filing and reduce the risk of errors or delays.