- Qualified Research Facility Tax Credit – Credit for building or equipping research facilities.
- KRS 141.395 (Kentucky Revised Statute) – Law establishing the research facility tax credit.
- Tax Credit for Construction of Research Facilities – Incentive for constructing qualified research buildings.
- Qualified Costs of Construction – Eligible expenses for building research facilities.
- Construction of Research Facilities (Definition) – Building new or expanding existing research centers.
- Tangible, Depreciable Property (Requirement) – Physical assets subject to depreciation for tax.
- Exclusion: Replacement Property – Replacing existing property does not qualify.
- Credit Percentage (5%) – Credit equals five percent of qualified costs.
- Kentucky Department of Revenue (DOR) – State agency administering Kentucky tax laws.
- Nonrefundable Credit – Credit cannot exceed tax liability; no refund.
- Carryforward Period (10 Years) – Unused credits carried forward for ten years.
- KRS 141.020 (Individual Income Tax) – Statute governing individual income tax in Kentucky.
- KRS 141.040 (Corporation Income Tax) – Statute governing corporation income tax in Kentucky.
- KRS 141.0401 (Limited Liability Entity Tax – LLET) – Statute establishing limited liability entity tax.
- KRS 141.0205 (Priority/Ordering of Credits) – Rules for the order of claiming credits.
- Kentucky Schedule QR (Qualified Research Facility Tax Credit) – Form to calculate research facility tax credit.
- Kentucky Schedule TCS (Credit Summary for Corporations/PTEs) – Summary schedule for corporate tax credits.
- Kentucky Schedule ITC (Credit Summary for Individuals) – Summary schedule for individual tax credits.
- Qualified Research (Same meaning as IRC § 41) – Research meeting federal IRC Section 41 definition.
- Internal Revenue Code (IRC) Section 41 – Federal law defining qualified research activities.
- IRC § 41(d) (Definition of Qualified Research) – Specific definition of qualified research activities.
- Constructing Facilities (Qualified Cost) – Building new structures for research purposes.
- Remodeling Facilities (Qualified Cost) – Renovating existing structures for research use.
- Expanding Existing Facilities (Qualified Cost) – Increasing size of current research structures.
- Equipping Facilities (Qualified Cost) – Installing necessary equipment for research activities.
- Facilities in This State (Kentucky) – Research centers located specifically within Kentucky.
- Pass-Through Entity (PTE) – Business passing income and credits to owners.
- Partnership (PTE) – Business structure where partners share profits/losses.
- S-Corporation (PTE) – Corporation taxed as a pass-through entity.
- Limited Liability Company (LLC) (PTE) – Business structure offering liability protection to owners.
- Distributive Share of Income (PTE Allocation) – Owner’s portion of income and credits.
- Kentucky Schedule K-1 (Pass-Through Credit Reporting) – Form reporting shareholder’s share of income/credits.
- Sole Proprietor (Eligibility) – Individual business owner claiming credit personally.
- Business Component (IRC § 41 Term) – Product, process, or software being improved.
- Elimination of Uncertainty (IRC § 41 Term) – Research aimed at resolving technical unknowns.
- Process of Experimentation (IRC § 41 Term) – Systematic trial and error to solve problems.
- Technological in Nature (IRC § 41 Term) – Relies on hard sciences like engineering.
- Application and Subsequent Approval of Credit – Process of applying for and receiving credit.
- Supporting Schedule (Listing Depreciable Property) – Document listing details of depreciable property.
- Date Purchased (Depreciable Property) – When the depreciable property was bought.
- Date Placed in Service (Depreciable Property) – When property is ready and available for use.
- Unused Credit (Carryforward Calculation) – Credit amount remaining after applying to tax.
- KRS Chapter 141 (Income Taxes) – Kentucky laws regarding income taxes.
- KRS Chapter 154 (Economic Development) – Kentucky laws regarding economic development.
- Taxpayer (Claiming the Credit) – Entity or individual claiming the tax credit.
- Income Tax Liability (Against which the credit is applied) – Total tax owed against which credit applies.
- LLET Liability (Against which the credit is applied) – Limited liability entity tax owed.
- Kentucky Form 720 (Tax Return Filing with Schedule QR) – Kentucky corporation income tax return form.
- Individual Income Tax Credit (Application) – Credit applied to personal income tax.
- Corporation Income Tax Credit (Application) – Credit applied to corporate income tax.