Numerical list by form number: IT-2 through IT-2664

Used by Form IT-201 filers who claim certain other credits, or who owe certain other taxes that are not reported directly on Form IT-201.  The instructions are included with the Form IT-201 instructions.

This form is used to amend a full-year New York State resident's income tax return for the specific tax year noted on the form. It is used by filers who need to correct errors or omissions on their original returns, or when they have to report changes made by the IRS to their federal returns. To properly complete Form IT-201-X, you need its instructions (IT-201-X-I), and the instructions for Form IT-201 for that tax year (also containing instructions for Form IT-201-ATT, which may be required).

This is the only return for taxpayers who are nonresidents or part-year residents of New York State, whether they are itemizing their deductions or claiming the standard deduction. It is revised annually, and the year on the form must match the year for which it is filed.

Used by nonresident and part-year resident (Form IT-203) filers who need to report other New York State or New York City taxes, and tax credits other than those reported directly on Form IT-203. Attached to Form IT-203. The instructions for this form are found in Form IT-203-I.  

Used by taxpayers who carry on business both in and out of New York State (nonresidents only) or the MCTD (nonresidents and residents) and filed with their income tax returns (Form IT-203 or IT-201). This form is not necessarily revised every year (only when necessary).

Used by nonresident taxpayers filing jointly on Form IT-203 when only one spouse had New York source income. There are no separate instructions.

Used to report income, deductions, gains, losses and credits from the operation of a partnership.

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.

If filed before the due date, will allow a taxpayer an automatic extension of six months to file Form IT-201, Resident Income Tax Return, or Form IT-203, Nonresident and Part-Year Resident Income Tax Return.

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.

Form IT-2658 is used by partnerships and S corporations to report and pay estimated tax on behalf of partners or shareholders who are nonresident individuals.