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February 27, 2020
Question

KY state stating witholding claim and education carry over documents where not included? I was never asked and this is all efiled

  • February 27, 2020
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February 28, 2020

The education credit carryforward applies to Kentucky only. 

 

Kentucky allows you to carry forward any unused Kentucky tuition tax credit up to five years if unused.  This credit carryforward is reported on Form 8863-K for any year where you are claiming the credit.

 

Education credit carryforward

 

When you were going through your state interview section, there would have been questions regarding your education credits.  

 

Any education

If you had any unused credits, you would have been prompted to enter them on the following screen.

 

Any unused

 

If this does apply to you, you will want to wait until your return is accepted.  You can then determine if you need to amend your return or not depending upon if it has any impact on your tax obligation.

 

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