Online Services: Fiduciary account creation requirements
To protect your estate's or trust's tax information, you must verify information reported on your New York State fiduciary income tax return (Form IT-205) filed for one of the past five years. You will need to report the total income from line A on your return.
If you do not have the filing information (found on your tax return) required to create your account, you can use Form DTF-505, Authorization for Release of Photocopies of Tax Returns and/or Tax Information, to request a copy of your return. For your protection, we cannot provide you with filing information over the phone.
Note: If you have not filed a fiduciary income tax return for one of the past five years, you will need to contact us at 518-485-7884 to create your Fiduciary Online Services account.