Fiduciary Modernized Electronic Filing (MeF): Forms and publications
Fiduciary Income Tax
2024
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2024 (December 17, 2024) |
| Publication 95T | New York State Personal Income Tax, Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (December 17, 2024) |
| Error Code Listing | 2024 Error Code Listing (September 26, 2024) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2024 for Form IT-205 (October 10, 2024) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2024/2025 (October 10, 2024) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (September 26, 2024) |
| Forms Supported | Tax Year 2024 forms supported for e-File (coming soon) |
2023
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2023 (January 10, 2024) |
| Publication 95T | New York State Personal Income Tax, Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (January 10, 2024) |
| Error Code Listing | 2023 Error Code Listing (March 19, 2024) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2023 for Form IT-205 (September 28, 2023) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2023/2024 (September 28, 2023) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (September 28, 2023) |
| Forms Supported | Tax Year 2023 forms supported for e-File (September 28, 2023) |
2022
| Publication 93 | New York State Modernized e-File (MeF) Guide for Return Preparers for Tax Year 2022 (November 10, 2022) |
| Publication 95T | New York State Personal Income Tax, Partnership and Fiduciary Modernized e-File (MeF) Software Developer Acceptance Test Booklet (September 12, 2022) |
| Error Code Listing | 2022 Error Code Listing (September 12, 2022) |
| TR-579.2-IT | New York State E-File Signature Authorization for Tax Year 2022 for Form IT-205 (November 16, 2022) |
| TR-579.3-IT | New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2022/2023 (November 16, 2022) |
| Letter of Intent | Letter of Intent to Develop MeF Fiduciary Income Tax e-File Software (October 25, 2022) |
| Forms Supported | Tax Year 2022 forms supported for e-File |
Resources
- Approved software developers for fiduciary e-file
- Contact us at: NYSFIDMEF@tax.ny.gov
- Publication 90-B New York State Specifications for Electronic Bulk Payments of Fiduciary Income and Estimated Tax
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