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Department of Taxation and Finance

Fiduciary tax forms (current year)

The Tax Department issued guidance regarding the treatment of IRC § 965 repatriation amounts for tax year 2017. See N-18-8, Tax Treatment of IRC § 965 Repatriation Amounts for Tax Year 2017 for Flow-through Entities.

 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. See updated information for this form.
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-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 
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

Updated: