2020 (Valid Until February 28, 2023)
Form 211-22
APPLICATION FOR REFUND
****REFUND PROCESSING WILL BEGIN ON OR BEFORE MAY 15, 2021****
Please allow 10-12 weeks from that date for processing
APPLICANT’S SOCIAL SECURITY NO. ____________________________ EMPLOYED BY_______________________________________________
NAME________________________________________________________ ADDRESS _________________________________________________
ADDRESS____________________________________________________ __________________________________________________
_____________________________________________________
DAYTIME TELEPHONE NO. (__________)__________________________ EMAIL ADDRESS ____________________________________________
(INSTRUCTIONS ON BACK)
FOR OFFICE USE
ONLY
1.
TOTAL 2020 GROSS COMPENSATION, BEFORE ANY PRETAX DEDUCTIONS
Attach W-2 (s) and any year end earnings summary statements reporting all
wages and local license fee withholding...................................................................
2.
WAGES EARNED OUTSIDE OF FAYETTE COUNTY...(Complete Form 211-T)....
For all refunds other than age 65 or over you must complete all parts of Form 211-T…
3.
ADJUSTED GROSS COMPENSATION (Deduct Line 2 from Line 1).............................
4.
IF YOU ARE 65 OR OVER DEDUCT $3,000.(DATE OF BIRTH -
____ - ____ - ____
)........
5.
COMPENSATION SUBJECT TO LICENSE FEE (Deduct Line 4 from Line 3)...............
6.
LICENSE FEE WITHHELD FOR THE URBAN COUNTY GOVERNMENT...................
7.
LICENSE FEE DUE (Multiply Line 5 by 2.25%)...............................................................
8.
AMOUNT TO BE REFUNDED (Deduct Line 7 from Line 6)..........................................
______________________________________________________________________________________________________________________________
I HEREBY CERTIFY THAT THE STATEMENTS MADE HEREIN AND IN ANY SUPPORTING SCHEDULES ARE TRUE, CORRECT AND COMPLETE TO
THE BEST OF MY KNOWLEDGE.
RETURN MUST
______________________________________________ BE SIGNED _______________________________________________ __________________
SIGNATURE OF INDIVIDUAL PREPARING RETURN SIGNATURE OF APPLICANT DATE
___________________________________________________________ ____________________________________________________________
AUTHORIZED EMPLOYER SIGNATURE CERTIFYING INFORMATION IS CORRECT PRINTED NAME
______________________________________________ _________________________ _________________________________________________
TITLE PHONE NUMBER DATE
______________________________________________________________________________________________________________________________
Form 211-22 (Rev. 1/2021)
OFFICE USE ONLY
VCH# _____________________
_____________________
% IN
ACCT# _____________________
______________ ____________
INITIALS DATE
______________ ____________
INITIALS DATE
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2020 REFUND INSTRUCTIONS
♦♦♦♦
The Employee and Employer must provide a signature for the refund application to be processed. The person signing
this form for the Employer must be in a position of authority and must certify that the information provided on this statement
is true and correct. The applicant may not certify their own information.
Form 211-22, Application for Refund must be submitted with original signatures and dates. No photocopied or emailed
signatures will be accepted. Also, W-2 forms submitted must show federal taxable, social security and medicare wages
(not just local wages) and the 2.25% license fee withheld. Also, attach a copy of any year end earnings summary
statements.
Failure to complete any or all parts of Form 211-T will delay the processing of your refund and may result in your refund
application being returned to you.
“Total Gross Compensation” includes income from salaries, wages, bonuses, severance and/or
termination pay, deferred compensations and/or pension plans, cafeteria plans, etc. and amounts received for
approved leave including, but not limited to, vacation, sick or holiday pay. This is generally found inbox 18 of the
W-2 form.
NOTE: If a refund is claimed for wages earned outside of Fayette County and the wages are from more than one
employer, a separate application must be completed for each employer.
For individuals 65 years of age and older, the first $3,000.00 of compensation earned in a given year is exempt. The
exemption is not for the $3,000.00 of compensation received from each employer during a given year. To qualify for
this exemption you must enter your date of birth in the space provided. Also, you must attach a copy of all Federal
Form W-2s received for the year.
If Line 8 is negative, this indicates any amount due. Contact this office for instructions on remitting the underpayment.
Mail return: Lexington-Fayette Urban
County Government
Division of Revenue
P.O. Box 14058
Lexington KY 40512
Phone: (859)258-3340
Email: Revenue@lexingtonky.gov
FORM 211-T
CALCULATION OF WAGES EARNED OUTSIDE OF FAYETTE COUNTY
IMPORTANT - Failure to complete any or all parts of Form 211-T will delay the processing of your refund
and may result in your refund application being returned to you.
Please note that this allocation is based upon actual working time. Therefore, you CANNOT calculate “Wages Earned
Outside of Fayette County” using commissions, mileage, etc.
PART I - General Information
State your name, social security number, job title, the period you were employed during the refund year and a brief explanation
of all the facts and circumstances surrounding your request for a refund of the license fee.
Social Security # Name______________________________________________ _____________________________
/20 / 20 To Period FromJob Title____________________________________________ _____/_____ ____/____
Total number of days/hours in period __________________
(i.e. 1/1/20 to 12/31/20 = 366)
Explanation of work performed outside of Fayette County
PART II - Wages Earned Outside of Fayette County
1.
Enter the “Total number of days/hours in period” from PART I.................................................
2.
Subtract days/hours not worked:
a) Saturdays and Sundays (not worked)……………………..
b) Holidays (not worked)………………………………………
c) Sick days/hours (not worked)…………….……………….
d) Vacation days/hours (not worked) …….……….………….
Total days/hours not worked (Add Lines 2a thru 2d)……………….……………………………
3.
Total days/hours worked on this job. (Subtract Line 2 “Total” from Line 1)..............................
4.
Complete Part III, Columns (a) thru (c). Enter total days/hours worked outside of Fayette
County, from PART III, Column (c), Grand Total...........................................................
5.
Divide Line 4 by Line 3. (Carry result to four decimal places.) Enter the result here..............
6.
Enter the amount from Line 1 of Form 211-22, Application for Refund..................................
$
7.
Multiply Line 6 by Line 5. Enter the result here and on Line 2 of Form 211-22, Application
for Refund
$
Form 211-T, Revised 1-2021
FORM 211-T
CALCULATION OF WAGES EARNED OUTSIDE OF FAYETTE COUNTY
PART III - Schedule of Days/Hours Spent Working Outside of Fayette County
If additional space is needed, use photocopies of this page. Make sure you attach all pages to the refund form.
Schedule must be based on actual working time. DO NOT use commissions, mileage, etc.
Any time spent working (preparing reports, making business related calls, etc.) from your
Fayette County home or office is considered time inside Fayette County.
If you worked from home in another Kentucky jurisdiction, you may owe the Occupational
tax to that jurisdiction.
The information contained in this application may be shared with other taxing jurisdictions.
You must provide the location where work outside the county was perrformed.
DATE
(a)
LOCATION
(b)
DAYS/HOURS
(c)
TOTAL this page
TOTAL other pages
GRAND TOTAL
FORM 211-T, Revised 1-2021