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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

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 10-09-2014; Revision posted on 10-17-2014)

Schema Packages

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

  • KYIndividual2014v1.0 schema [ZIP 122K]  (Posted 10-20-2014)  This version contains the Form 740, Form 740-NP and Form 40A102.  The schema is approved for ATS testing.  It incorporates the TIGERS StateIndividualPackageV6.2

Business Rules/Reject Codes

Form 740

  • TY2014 Form 740 Reject Codes [PDF K] ()
  • TY2014 Form 740 Business Rules [PDF K] ()

Form 740-NP

  • TY2014 Form 740-NP Reject Codes [PDF K] () 
  • TY2014 Form 740-NP Business Rules [PDF K] ()

Form 40A102

  • TY2014 Form 40A102 Reject Codes [PDF K] ()
  • TY2014 Form  Business Rules [PDF K] ()

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. 

An ATS start date has not been determined.

Form 740 ATS Test Scenarios

Form 740-NP ATS Test Scenarios

Form 40A102 ATS Test Scenarios

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.

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)

Schema Packages

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

  • 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.  The schema is approved for ATS testing.  This schema incorporates TiGERS StateBusinessPackageV5.1

Reject Codes

  • TY2014 Form 720 Reject Codes [PDF K] ()

Testing

The following test scenarios should be submitted for approval for ATS TY2013.  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.

An ATS start date has not been determined.

Form 720 ATS Test Scenarios

Form 720-S ATS Test Scenarios

Form 765 ATS Test Scenarios

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. 

Tax Year 2013 - 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

  • TY2013 KY Publication 4164 - Information for Fed/State Development of Modernized E-file for Individual Income Tax [PDF 227K] (Revised 03-31-2014)

Schema Packages

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

  • TY2013 v1.2 Form 740/740-NP Schema [ZIP 115K]  (Posted 10-25-2013)  This version is approved for ATS testing and Production.  It incorporates the TIGERS schema v5.0.

Business Rules/Reject Codes

Form 740

Form 740-NP

Tax Year 2013 - Business Income Tax

MeF Publications

  • TY2013 KY Publication 4163 - Information for Fed/State Development of Modernized E-file for Corporate Income Tax [PDF 334K] (Revised 06-17-2014)

Schema Packages

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

  • TY2013 v1.2 Form 720 schema - [ZIP 161K] (Posted 2-25-2014) This version is approved for ATS testing and replaces v1.1 effective immediately. 

Reject Codes

 

Approved Software List
 

Individual Income Tax:

Tax Year 2013 Software Approval List   [PDF 85K] (Revised 08-05-2014)

Business Income Tax:

Tax Year 2013 BMF Software Approval List  [PDF 178K] (Posted 04-22-2014)

 

 

Last Updated 10/20/2014
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