NEW YORK
State Packages
Electronic Filing
STATE FACT SHEET
®
1040, 1120, 1120S, 1065, 1041, 706, and 990
Individual – Fed/State and State-Only – (IT-201, IT-203, IT-370, IT-214, IT-208 and
IT-210) - Approved 11/30/2015
Corporation (CT-3, CT-4, CT-5 and CT-5.1) – Approved 03/07/2016
Corporation (CT-3S and CT-5.4) – Approved 02/10/2016
Partnership (IT-204 and IT-370-PF) – Approved 02/24/2016
Partnership (IT-204-LL) – Approved 02/09/2016
Fiduciary (Form type IT-205) – Approved 03/02/2016
New York City Returns
Individual (NYC-202, NYC-202S) – Approved 12/21/2015
Individual (NYC-EXT and NYC-1127) – Approved 12/16/2015
Corporation and Extension – Approved 03/08/2016
S Corporation and Extension – Approved 01/05/2016
Partnership (NYC-204, NYC-204EZ and NYC-EXT) – Approved 12/22/15
Online Filing
City Packages
Individual
New York City and Yonkers
Individual
•
•
•
•
•
•
•
•
•
Offers most forms and schedules for the 1040 returns
Amended returns (IT-201-X and IT-203-X) transfer data automatically if the current tax year is being calculated
Metropolitan Commuter Transportation Mobility Tax (MTA-6, MTA-7, and MTA-9)
Supports annualized method and regular method of computing the underpayment penalty on Form IT-2105.9
Prepares estimates and extensions
Generates worksheets from the New York, New York City, and Yonkers instructions to support detailed
calculations
Generates attachments for entries that require more space than what is allotted on New York, New York City,
and Yonkers forms
Power of Attorney (New York State and New York City)
Special Calculations:
 Pension Income nontaxable to New York
– Minimal data entry
– Automatically calculated with or without federal 1099-R
– Qualifying amount or percentage and received as a beneficiary indicator flow from federal 1099-R
screen
 New York/City Earned Income Credit
– Automatically calculates Form IT-215 if ineligible for Form IT-209 (when Form IT-209 is not being
forced)
(Continued next page)
For a free demo, call our Sales Department
DRAKE SOFTWARE • 235 EAST PALMER STREET • FRANKLIN, NC 28734 • 800.890.9500 • FAX: 828.369.9928
SALES@DRAKESOFTWARE.COM • DRAKESOFTWARE.COM
•
Special Calculations:
 Calculates IT-112-R based on the income and adjustments for each individual other state
 Limitation of Yonkers nonresident tax
 Part-year allocation of income (Allocation worksheet)
 Sales and Use tax calculation
 Itemized or standard deduction options
– Supports option to use either the standard or itemized deduction for New York (if the itemized
deduction is taken on the federal return)
– If an election is not made, the program automatically uses the deduction that results in the lesser tax
liability
 New York State and City Married Filing Separately household credit
 Combined New York City resident tax for full-year or part-year resident spouse
 New York City school tax credit - election to compute New York City tax as if the taxpayer and spouse were
full-year residents for the entire tax year
 529 College Savings
 Itemized deduction adjustments
 Partnership income adjustments
 Credit carryover
 Order of applying nonrefundable credits and deferred credit allocation on Form IT-500
– Preparer can indicate the order in which the program should apply nonrefundable credits
 College Tuition Credit or Itemized Deduction
– Supports special allowance for dependent of another
 Child Dependent Care Credit
 New York State and City Earned Income Credit
 New York State Noncustodial Earned Income Credit
 Partnership LLC and LLP Filing Fee Payment Form
Business
•
•
•
•
•
•
•
Offer most forms and schedules for 1120, 1120S, 1065, and 1041 returns
Metropolitan Commuter Transportation Mobility Tax (MTA-405, MTA-405-ATT, and MTA-409)
Offer all forms and schedules for 706 and 990 returns
Generates worksheets from the New York State and City instructions to support detailed calculations
Generates attachments for entries that require more space than what is allotted on New York State and City
form
Prepares estimates and extensions
Power of Attorney
Electronic Filing Features
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
A fully integrated e-file module for the 1040 package (IT-201, IT-203, and IT-370)
A fully integrated e-file module for the 1120 package (CT-3, CT-4, CT-5, and CT-5.1)
A fully integrated e-file module for the 1120S package (CT-3-S and CT-5.4)
A fully integrated e-file module for New York City GCT (NYC-3L, NYC-4S, NYC-4SEZ, and NYC-EXT)
A fully integrated e-file module for the 1065 package (IT-204, IT-204-LL and IT-370-PF)
A fully integrated e-file module for New York City Partnership UBT (NYC-204, NYC-204EZ, and NYC-EXT)
Returns can be e-filed using linked and state-only transmitting methods
e-File software identifies and corrects many errors that slow processing and delay refunds
Extensive Notes/EF messages identify potential issues that may lead to a rejected return
EF links that take you to data-entry errors that may lead to a rejected return
W-2 Verification Code
All EF forms supported (1040 package)
Direct deposit available for paper- and e-filed returns (1040 package)
Direct debit available for paper- and e-filed returns (1040 package)
Direct debit available for e-filed returns (1120, 1120S and 1065 packages)
All scannable forms are supported
Individual
IT-112.1 - NYS Resident Credit Against Separate Tax on
Lump-Sum Distributions
IT-112-C - NYS Resident Credit for Taxes Paid to a Province
of Canada
IT-112-R - NYS Resident Credit
IT-135 - Sales and Use Tax Report for Purchases of Items
and Services Costing $25,000 or More
IT-201 - Resident Income Tax Return (Long Form)
IT-201-ATT - Summary of Other Tax Credits and Taxes
IT-201-X - Amended Resident Income Tax Return (Long
Form)
IT-201-V - Payment Voucher for E-filed Income Tax Returns
IT-203 - Nonresident and Part-Year Resident Income Tax
Return
IT-203-ATT - Summary of Other Tax Credits and Taxes
IT-203-A - Nonresident Business Allocation Schedule
IT-203-B - Nonresident and Part-Year Resident Income
Allocation and College Tuition Itemized Deduction
Worksheet
IT-203- F Multi-Year Allocation Form
IT-203-C - Nonresident or Part-Year Resident Spouse’s
Certification
IT-203-X - Amended Nonresident or Part-Year Resident
Income Tax Return
NY_ALLOC - Part-Year Resident Income Allocation
Worksheet
IT-114 – Claim for Family Tax Relief Credit
IT-182 – Passive Activity Loss Limitations
IT-201-D – Resident Itemized Deduction Schedule
IT-203-D – Nonresident and Part-Year Resident Itemized
Deduction Schedule
IT-641 – Manufacturer’s Real Property Tax Credit
NYC-208 – Claim for New York City Enhanced Real
Property Tax Credit
Y-203 – Yonkers Nonresident Earnings Tax Credit
IT-645 – Recapture of START-UP NY Tax Benefits
IT-6-SNY – Metropolitan Commuter Transportation Mobility
Tax for START-UP NY
DTF-624 – Claim for Low-Income Housing Credit
DTF-626 – Recapture of Low-Income Housing Credit
IT-208 NYC Enhanced Real Property Tax Credit
IT-209 - Claim for Noncustodial Parent NYS Earned Income
Credit
IT-210 NYC School Tax Credit
IT-211 - Special Depreciation Schedule
IT-212 - Investment Credit
IT-212-ATT - Claim for Historic Barn Rehabilitation Credit
and Employment Incentive Credit
IT-245 - Claim for Volunteer Firefighters’
Workers’ Credit
IT-249 - Claim for Long-Term Care Insurance Credit
IT-250 - Claim for Credit for Purchase of an Automated
External Defibrillator
IT-251 - Credit for Employment of Persons with
Disabilities
IT-253 – Claim for Alternative Fuels Credit
IT-255 - Claim for Solar Energy System Equipment
Credit
IT-256 - Claim for Special Additional Mortgage
Recording Tax Credit
IT-257 - Claim of Right Credit
IT-258 - Claim for Nursing Home Assessment Credit
IT-272 - Claim for College Tuition Credit or Itemized
Deduction
IT-280 - Non-obligated Spouse Allocation
IT-285 - Request for Innocent Spouse Relief (and
Separation of Liability and Equitable Relief)
IT-360.1 - Change of City Resident Status (NYC /
Yonkers)
IT-370 - Automatic Extension of Time to File
IT-398 - NYS Depreciation Schedule for IRC Section
168(k) Property
IT-630 – Claim for Green Building Credit
IT-399 - NYS Depreciation Schedule
IT-601 - Claim for EZ Wage Tax Credit
IT-603 – Claim for EZ Investment Tax Credit and EZ
Employment Incentive Credit
IT-604 – Claim for QEZE Tax Reduction Credit
IT-606 – Claim for QEZE Credit for Real Property Taxes
IT-607 – Excelsior Jobs Program Tax Credit
IT-611 – Claim for Brownfield Redevelopment Tax
Credit Prior to June 23, 2008
IT-611.1 – Claim for Brownfield Redevelopment Tax
Credit After June 23, 2008
IT-612 – Claim for Remediated Brownfield Credit for
Real Property Taxes
IT-634 – Empire State Jobs Retention Program Credit
IT-635 – New York Youth Works Tax Credit
IT-636 – Beer Production Credit
IT-637 – Alternative Fuels And Electric Vehicle Property
Credit
IT-638 – START-UP New York Tax Elimination Credit
IT-639 – Minimum Wage Reimbursement Credit
NYC 399Z – Depreciation Adjustments for Certain Post
9/10/01 Property
NYC 5UBTI – Declaration of Estimated Unincorporated
Business Tax
NYC EXT – Application for Automatic 6-Month
Extension of Time to File Business Income Tax Return
IT-2105.9 - Underpayment of Estimated Income Tax
IT-213 - Claim for Empire State Child Credit
IT-213-ATT - Child Information for Empire State Child Credit
IT-214 - Claim for Real Property Tax Credit for Homeowners
and Renters
IT-215 - Claim for Earned Income Credit (NYS and NYC)
IT-216 - Claim for Child and Dependent Care Credit
IT-217 - Claim for Farmers School Tax Credit
IT-219 - Credit for City of New York Unincorporated
Business Tax
IT-220 - Minimum Income Tax
IT-221 - Disability Income Exclusion
IT-222 – General Corporation Tax Credit
IT-223 – Innovation Hot Spot Deduction
IT-225 – New York State Modifications
IT-230 - Separate Tax on Lump Sum Distributions
IT-237 - Claim for Historic Homeownership Rehabilitation
Credit
IT-241 - Claim for Clean Heating Fuel Credit
IT-501 - Temporary Deferral Nonrefundable Payout Credit
IT-502 – Temporary Deferral Refundable Payout Credit
NYC 1127 – Form for Nonresident Employees of the City of
New York Hired on or After January 4, 1973
NYC 399 – Schedule of New York City Depreciation
Adjustments
Partnership
IT-225 – New York State Modifications
IT-398 – New York State Depreciation Schedule for IRC
Section 168(k) Property
IT-603 – Claim for EZ Investment Tax Credit and EZ
Employment Incentive Credit
IT-645 – Recapture of START-UP NY Tax Benefits
IT-249 – Claim for Long-Term Care Insurance Credit
IT-399 – New York State Depreciation Schedule
IT-604 – Claim for QEZE Tax Reduction Credit
IT-634 – Empire State Jobs Retention Program Credit
IT-637 – Alternative Fuels and Electric Vehicle Recharging
Property Credit
IT-643 – Hire a Veteran Credit
IT-241- Claim for Clean Heating Fuel Credit
IT-256 – Claim for Special Mortgage Recording Tax Credit
IT-606 – Claim for QEZE Credit for Real Property Taxes
IT-641 – Manufacturer’s Real Property Tax Credit
Y-204 – Yonkers Nonresident Partner Allocation
WKPEN1 – Worksheet 1 for IT-2105.9
WKPEN2 - Worksheet 2 for IT-2105.9
WKPEN3 - Worksheet 3 for IT-2105.9
IT-2105 - Estimated Income Tax Payment Vouchers
IT-204-LL – Partnership Limited Liability Company, and
Limited Liability Partnership Filing Fee Payment Form
IT-2102.6 – Certificate of Income Tax Withheld
IT-2104.1 Certificate of NR & Allocation Withholding Tax
IT-2104-IND Certificate of Exemption from Withholding
IT-2104-E Certificate of Exemption from Withholding
POA-1 – Power of Attorney
NYC 202 – Unincorporated Business Tax Return for
Individuals
NYC 202S – Unincorporated Business Tax Return for
Individuals (Short Form)
IT-2104-MS Withholding Exemption Certificate for
Military
IT-2104-P Annuitant’s Request for Income Tax W/H
Y-203 – Yonkers Nonresident Earnings Tax Return
TR-579-IT – NYS E-File Authorization for Forms IT-201
and IT-203
TR-579.1 – NYS E-File Authorization for Form IT-370
TR-579.2 – NYS Notice to Taxpayers
TR-579.3 – NYS Notice to Tax Return Preparers and
Taxpayers
NYC-WPE – Worksheet for Partial Exemption
Unincorporated Business Tax
TR-579-PT E-File Signature Authorization
Fiduciary
IT-205 – Fiduciary Income Tax Return
IT-205-A – Fiduciary Allocation
IT-205-C – New York State Resident Trust Nontaxable
Certification
IT-2106 – Estimated Income Tax Payment Voucher for
Fiduciaries
Y-206 – Yonkers Nonresident Fiduciary Earnings Tax
Return
TR-579.2-IT Declaration for E-Filing of Fiduciary Income
Tax Returns
IT-398 – New York State Depreciation Schedule for IRC
Section 168(k) Property
IT-135 – Sales and Use tax Report for Purchases of
Items and Services Costing $25,000 or More
IT-217 – Claim for Farmers’ School Tax Credit
IT-2105.9 – Underpayment of Estimated Tax by
Individuals and Fiduciaries
IT-112-R New York State Resident Credit
IT-222 – General Corporation Tax Credit for Full-Year
New York City Resident Individuals, Estates, and Trusts
MORE including: IT-399, IT-637, IT-256, IT-641, IT-645,
IT-241, IT-603, IT-223, IT-601
IT-204 – Partnership Return
IT-204.1 – New York Corporate Partners’ Schedule K
IT-204-IP – New York Partner’s Schedule K-1
IT-204-CP – New York Corporate Partner’s Schedule K-1
IT-370-PF – Application for Automatic Extension of Time to
File for Partnerships and Fiduciaries
IT-2658 – Report of Estimated Tax for Nonresident
Individual Partners and Shareholders
IT-2658- MTA – Attachment – Report of Estimated
Metropolitan Commuter Transportation Mobility Tax
(MCTMT) for New York Nonresident Individual Partners
IT-2658 – NYS – Attachment – Report of Estimated
Personal Income Tax for New York Nonresident Individuals
IT-2659 – Estimated Tax Penalties for Partnerships and New
York S
CT-43 - Claim for Special Additional Mortgage Recording
Tax
CT-46 - Claim for Investment Tax Credit
CT-46-ATT - Credit for Rehabilitation Expenses for Retail
Enterprises and Historic Barns
CT-47 - Claim for Farmer’s School Tax Credit
CT-60-QSSS - Qualified Subchapter S Subsidiary
Information Schedule
CT-2658 – Report of Estimated Tax for Corporate Partners
CT-2658-ATT – Attachment to Report of Estimated Tax for
Corporate Partners
Y-204 – Yonkers Nonresident Partner Allocation
NYC 204 – Unincorporated Business Tax Return
NYC 204EZ - Unincorporated Business Tax Return For
Partnerships (Including Limited Liability Companies)
NYC 5UB – Partnership Declaration of Estimated
Unincorporated Business Tax
NYC 114.7 – UBT Paid Credit
NYC 400 – Declaration of Estimated Tax by Corporations
NYC EXT – Application of Automatic 6-Month Extension of
Time to File Business Income Tax Return
NYC-579-UBTP Signature Authorization for E-Filed UBT
Return
NYC EXT.1 – Application for Additional Extension for
General Corporation Tax
NYC 579-GCT - E-File Signature Authorization
DTF-625 - Low-Income Housing Credit Allocation and
Certification
DTF-624 - Claim for Low-Income Housing Credit
Corporation
CT-2 Corporation Tax Return Summary
CT-3 - General Business Corporation Franchise Tax
Return
CT-3-ATT - Schedules B, C, and D – Attachment to CT-3
CT-3M/4M - General Business Corporation MTA
Surcharge
CT-4 - General Business Corporation Franchise Tax
Return (Short Form)
CT-5 - Request for Six-Month Extension to File
CT-5.1 – Request for Additional Extension of Time to
File
CT-6 - Election by a Federal S Corporation to be
Treated as a New York S Corporation
CT-399 – Depreciation Adjustment Schedule
CT-400-MN - Estimated Tax for Corporations
CT-600 - Ordering of Corporation Tax Credits
TR-579-CT E-File Signature Authorization
TR-579.1-CT E-File Signature Authorization
NYC-3L - New York City Corporate (Long Form)
NYC-4S - New York City Corporate (Short Form)
NYC-4SEZ New York City Corporate (Small Firms)
NYC 9.7 - UBT Paid Credit for General Corporation
Taxpayers
NYC-NOLD Net Operating Loss Deduction Computation
NYC 222 – Underpayment of Estimated Tax by
Corporations
S Corporation
CT-2 Corporation Tax Return Summary
CT-3-S - Corporation Franchise Tax
CT-3-S-ATT - Attachment to Form CT-3-S
CT-34-SH – NY S Corporation Shareholders’ Information
Schedule
NYC-ATT-S-Corp Calculation of Federal Taxable
Income for S Corporations
CT-5.4 - Extension of Time to File
Tax Exempt
DTF-625-ATT - Low-Income Housing Credit Annual
Statement
DTF-626 - Recapture of Low-Income Housing Credit
DTF-630 - Claim for Green Building Credit
CHAR500 – Annual Filing for Charitable Organizations
NYC 399Z – Depreciation for Certain Post 9/10/01
NYC 399 – Schedule of NYC Depreciation Adjustments
ET-706 - New York State Estate Tax Return
ET-133 - Application for Extension of Time to File
and/or Pay Estate Tax
CHAR500-C – Combined Annual Financial Report
Estate