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Modernized Electronic Filing (MeF)

Kentucky participates in the modernized e-file (MeF) program in conjunction with the IRS.  Below are details of the programs supported.

KY MEF Status

Individual Income Tax MeF (IMF) Production Status:  Operational

Individual Income Tax MeF (IMF) ATS Status:    Non-Operational; Preparing for ATS TY2014  The start date for Form 740 and Form 740-NP is 12/1/2014.  The ATS start date for Form 40A102 is 12/19/2014.

Business Income Tax MeF (BMF) Production Status:  Operational

Business Income Tax MeF (BMF) ATS Status:  Non-Operational; Preparing for ATS TY2014

Tax Year 2014 - Individual Income Tax

We will accept pdf documents limited to those documents that contain additional KY withholding that are not included in our schema or where your software does not support the schemas provided.  The use of pdf attachments to support the Kentucky withholding will delay the processing of the return.

MeF Publications

  • TY2014 KY Publication 4164 - Information for Fed/State Development of Modernized E-file for Individual Income Tax [PDF 318K]  (Posted 10-07-2014; Revision posted on 12-11-2014)

Schema Packages

Kentucky will support only one schema version at a time in Production.

  • KYIndividual2014v1.1 schema [ZIP 123K]  (Posted 11-12-2014)  This version contains the Form 740, Form 740-NP and Form 40A102 and replaces version 2014v1.0.  The schema is approved for ATS testing.  It incorporates the TIGERS StateIndividualPackageV6.2
  • KYIndividual2014v1.0 schema [ZIP 122K]  (Posted 10-20-2014)  This version contains the Form 740, Form 740-NP and Form 40A102. It incorporates the TIGERS StateIndividualPackageV6.2   Known Issues  (PDF 62K)  (Posted on 10-23-2014)  A new schema version 1.1 with the corrections will be issued prior to the KY ATS start date.

Business Rules/Reject Codes

Form 740/Form 740-NP

Form 40A102

Testing 

The following test scenarios should be submitted for testing.  You are not limited to testing only the forms provided in the Test Scenarios.  If you do not support a form or line found within the test scenario, do not include that data and advise of the software limitaion. 

Please complete the Letter of Intent prior to submitting the initial set of tests.  When submitting your tests, please provide a list of the submission ids you are submitting for review to AudreyJ.Terry@ky.gov and RichardJ.Hill@ky.gov  

Please see the Kentucky Publication 4164 for additional information.  A $3 tolerance is built in for tax computation vs Tax Table.  Either option is correct.

ATS for Form 740 and Form 740-NP will begin 12/1/2014.  An ATS start date for the Form 40A102 is 12/19/2014.

Form 740 ATS Test Scenarios

Form 740-NP ATS Test Scenarios

Form 40A102 ATS Test Scenarios

Tax Year 2014 - Business Income Tax

MeF Publications

  • TY2014 KY Publication 4163 - Information for Fed/State Development of Modernized E-file for Corporate Income Tax [PDF 128K] (Posted 10-20-2014, posted revision on 12-11-2014)

Schema Packages

Kentucky will support only one schema version at a time in Production.

  • KYBusiness2014v1.1 schema  [ZIP 242K] (Posted 11-12-2014) This version contains the Form 720, Form 720-S and Form 765.  At this time, the Form 765 schema (Form 765 and 765(K)) is in a draft status.  The schema is approved for ATS testing.  This schema incorporates TiGERS StateBusinessPackageV5.1 
  • KYBusiness2014v1.0 schema - [ZIP 240K] (Posted 10-20-2014) This version contains the Form 720, Form 720-S and Form 765.  At this time, the Form 765 schema (Form 765 and 765(K)) is in a draft status.  This schema incorporates TiGERS StateBusinessPackageV5.1  Known Issues (PDF 51K)  (Posted on 10-23-2014)  A new schema version 1.1 with the corrections will be issued prior to the KY ATS start date.

Reject Codes

Testing

The following test scenarios should be submitted for approval for ATS TY2014.  You are not limited to testing only the forms provided in the Test Scenarios. If you do not support a form or line found within the test scenario, do not include that data and advise of the software limitaion.

Please complete the Statement of Intent prior to submitting the initial set of tests.  When submitting your tests, please provide a list of the submission ids you are submitting for review to DawnM.Terry@ky.gov and AudreyJ.Terry@ky.gov  

Please see the Kentucky Publication 4163 for additional information. 

An ATS start date has not been determined.

Form 720 ATS Test Scenarios

Form 720-S ATS Test Scenarios

Form 765 ATS Test Scenarios

Archived Information

 

Approved Software List
 

Individual Income Tax:

Tax Year 2014 IMF Software Approval List [PDF 77K] (Posted 12-17-2014)

Business Income Tax:

Tax Year 2014 BMF Software Approval List  

 

Last Updated 12/19/2014
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