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KENTUCKY retirement income
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Greta
Level 9
03-13-2025
04:55 PM
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First time doing a Kentucky return. Does the exclusion for pensions max out at $31,110?
90-yr old client has OPM 1099R for $34K and Teachers Retirement 1099R for $42K. Last year's return seems to have excluded both on Sch M. What am I missing?
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Greta
Level 9
03-13-2025
05:11 PM
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P.S. Does it make a difference if the 90-yr+ old client retired in 1984? Does that make all retirement income excluded? If so, on what form? I assume her former tax preparer in KY knows more about his state returns than I do, and he excluded all her pension incomes.
