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Fiduciary tax forms (current year)

Get more information if you need to apply for an extension of time to file your return.

Fiduciary tax forms (current year)
Form numberInstructionsForm title
IT-2 (Fill-in) Instructions on form Summary of W-2 Statements
IT-205 (Fill-in) IT-205-I (Instructions) Fiduciary Income Tax Return; Description of Form IT-205

Filed by fiduciaries of New York State resident estates or trusts when the estate or trust has to file a federal return, has New York income for the tax year, or is subject to a separate tax on lump-sum distributions
 
Filed by fiduciaries of New York State nonresident estates or trusts or part-year resident trusts when the estate or trust has income derived from New York State sources and has New York adjusted gross income (NYAGI), is subject to a separate tax on lump-sum distributions, or incurs a net operating loss for New York State income tax purposes for the tax year without incurring a net operating loss for federal income tax purposes.

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IT-205-A (Fill-in) IT-205-A-I (Instructions) Fiduciary Allocation
IT-205-C (Fill-in) IT-205-I (Instructions) New York State Resident Trust Nontaxable Certification
IT-205-J (Fill-in) IT-205-J-I (Instructions) New York State Accumulation Distribution for Exempt Resident Trusts
IT-205-T (Fill-in) Instructions on form Allocation of Estimated Tax Payments to Beneficiaries
IT-205-V (Fill-in) Instructions on form Instructions and Payment Voucher for Fiduciary Income Tax Returns
IT-225 (Fill-in) IT-225-I (Instructions) New York State Modifications
IT-370-PF (Fill-in) Instructions on form Application for Automatic Extension of Time to File for Partnerships and Fiduciaries; Description of Form IT-370-PF

If filed before the due date, will allow a partnership or fiduciary an extension of time to file Form IT-204, Partnership Return, or Form IT-205, Fiduciary Income Tax Return.

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IT-1099-R (Fill-in) Instructions on form Summary of Federal Form 1099-R Statements
IT-2663 (Fill-in) (2018) IT-2663-I (Instructions) Nonresident Real Property Estimated Income Tax Payment Form - valid for sales or transfers (date of conveyance) after December 31, 2017, but before January 1, 2019
IT-2663 (Fill-in) (2017) IT-2663-I (Instructions) Nonresident Real Property Estimated Income Tax Payment Form - valid for sales or transfers (date of conveyance) after December 31, 2016, but before January 1, 2018
IT-2664 (Fill-in) (2018) IT-2664-I (Instructions) Nonresident Cooperative Unit Estimated Income Tax Payment Form - valid for sales or transfers (date of conveyance) after December 31, 2017, but before January 1, 2019
IT-2664 (Fill-in) (2017) IT-2664-I (Instructions) Nonresident Cooperative Unit Estimated Income Tax Payment Form - valid for sales or transfers (date of conveyance) after December 31, 2016, but before January 1, 2018 
Y-206 (Fill-in) Instructions on form Yonkers Nonresident Fiduciary Earnings Tax Return; Description of Form Y-206

The fiduciary of a nonresident estate or trust must file this form if the estate or trust has income from wages or net earnings from self-employment in Yonkers.

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Other information

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